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Hibou Odoo Suite: HR Payroll Payment


Purpose

The purpose of this documentation is to outline the processes associated with Hibou's Payroll Payments module for Odoo.

Payroll Payments adds the ability to register payments on Payroll Payslips.

Getting Started

First thing's first, we need to install the module! Navigate to the Apps application and search for 'Payroll Payments'. When ready, hit Install .

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  Good to Know!

This module requires both the Payroll Accounting and Payment Acquirer modules. However, if you do not already have these modules  installed, Odoo will install them for you during this module's installation!

Processes

To get started, navigate to the Payroll application.

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Registering a Payment on an Employee Payslip

Once there, select Needs Payment from the Filter dropdown menu.

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Once filtered, select a payslip that requires payment. On the payslip, click Register Payment.

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You'll be presented with a Register Payment modal. Fill in the following fields:

  • Partner: The partner to receive the payment. This is automatically filled with the Private Address partner associated with the employee on the payslip.

  • Payment Method: The Journal the payment is being made from.

  • Payment Type: The type of payment: Manual or Checks. Checks will create checks to print in the Accounting application.

  • Payment Amount: The amount of the payment. This is automatically filled with the amount remaining to be paid on the payslip.

  • Payment Date: The date the payment is made. This is automatically filled with today's date.

  • Memo: Optional field; can be used as desired.

When finished, hit Validate .

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If 'Checks' was selected in the register payment wizard as the Payment Type, you will find a new check to print within the selected journal in the Accounting application.

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Technical

This module adds a new HR Payroll Register Payment Wizard transient model with various fields and methods used to give users the ability to register a payment on a payslip.