Lesson 3: Where information comes from
You'll take a look at where information comes from for timesheets, payroll, and client invoices.
It may have been some time since you set up Ajera, you may have not been the person at your firm who set up Ajera, or you may just need a quick refresher. In these cases, it will help you to know exactly where information comes from if you need to make a quick change to it.
| Start here! | Timesheet information |
| In-house payroll information | |
| Payroll service (outsourced) information | |
| Client invoice information | |
| Test your knowledge |
Timesheets
Employee timesheets are divided into three areas:
- Direct time
- Overhead time
- Hours detail for overtime or premium time
When you set up Ajera, you determine the fields and options that appear on the timesheets. Here's a look at the timesheet and where you set up the various fields that appear on it.
In-house payroll
(unavailable in ajeraCore unless you have the Payroll add-on)
This part of the lesson applies only if you are processing payroll in-house using Ajera.
For in-house payroll, let's focus on the payroll information for an employee. You may find that you routinely review this information, and sometimes need to make changes to it quickly.
After you run payroll through the Manage > Payroll menu, you select the payroll and click the Edit button. The Paycheck List window appears. You can then select individual employees in the payroll and click the Edit button. The Edit Paycheck window appears.
On the Paycheck tab, you can only view the paycheck information. On the other tabs, you can change information.
Edit Paycheck window > Paycheck tab
Edit Paycheck window > Pays tab
Edit Paycheck window > Taxes tab
Edit Paycheck window > Deductions tab
Edit Paycheck window > Fringes tab
Edit Paycheck window > Direct Deposit tab
Payroll service (outsourced)
This part of the lesson applies only if you are outsourcing payroll using a payroll service.
When you create the payroll file for your payroll service, Ajera automatically creates a vendor invoice that you can change to add items such as the following:
- Employer tax
- Benefits
- Service fees to your payroll service invoice
You then open the vendor invoice and make changes as you would to any other vendor invoice (from the Manage menu, click Vendor Invoices. On the Existing tab, select the invoice and make changes, as needed).
Here's an example of a vendor invoice that Ajera creates and the entries in it:
Client invoices
Much of the information that appears on a client invoice is determined in the following three areas in Ajera:
-
- Company > Preferences
- Setup > Invoice Formats
Review this quick reference to see, at a glance, where to make changes that you cannot make to an individual invoice: Client Invoice components quick reference 
.
To make changes to individual client invoices, see this topic in help: Changing a client invoice. To return to this lesson, click the Back button.
Test your knowledge
Quiz: Where information comes from
Congratulations!
You've completed Unit 2.
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