Sign in to Records
Sign in to PayrollPayroll brings it by itself with the others. It is recommended, not required: pay does not depend on it; with it Payroll shows you which visits your system is holding in Prebilling and why. To upload it by hand, go to Uploads → “Upload the period”, with the dates it shows you. Step 1: sign in to your visit system with your user. Step 2: at the top, open “Billing” → “Prebilling”; “Prebilling Review Search” opens. Step 3: open “Advanced Filters”. Step 4: in “From Date” and “To Date” enter the dates Payroll gave you. Step 5: check “Check All Validation” and leave every other filter on “All”. Step 6: if the box that hides visits is checked, uncheck it: the report must include the visits. Step 7: tap “View Report”; in the window that opens (“Prebilling Review (Internal)”), tap “Export” → “CSV (comma delimited)”. Step 8: in Payroll → Uploads → “Upload the period”, drop it in the “Prebilling” slot and confirm these are the complete reports for these dates. Upload the CSV exactly as it downloads: if you open it and save it in Excel, long numbers can be shortened (for example 1.3E+09) and Payroll can no longer tell which visit it is, so it does not accept it; download it again.
Help Center / LEYMAX PAYROLL
Download prebilling (Prebilling Review)
Recommended, not required: with it Payroll shows what your system is holding. It does not hold pay.