Surf Payroll allows quick and easy posting of payroll journals directly to our accounts package. Before doing this, you need to perform the initial setup and map where you wish all of your pay elements to be posted to in your accounts package and what bank account the payroll is paid out of.

Prerequisites

Both BrightBooks and Surf Payroll have the same business accessed by the same user name.

Steps

Mapping Elements and Taxes with Nominal Codes without Employee Departments

1. On the SETTINGS page, under the BUSINESS heading, click Integration with BrightBooks .

2. Under the respective headings, map the elements with appropriate nominal codes. Do the same for the Directors by clicking the Directors tab.

3. To save the nominal mapping setup, click Save.

Mapping Elements and Taxes with Nominal Codes per Department

1. On the SETTINGS page, under the BUSINESS heading, click Integration with BrightBooks .

2. The INTEGRATION WITH BrightBooks page appears. Do the following:

• • Under the Employees tab, map the elements and taxes to nominal codes for each department you have created
  • Under the Directors tab, map the elements and taxes to nominal codes for each department you have created.

3. To save the nominal mapping setup, click Save. Turn the Simple Mapping OFF from Integration with BrightBooks page under Settings, to view and select the Departments and map the elements with desired department on the Payslip Details page.

You can toggle between the integration settings with the Simple Mapping toggle button. If the Simple Mapping toggle is ON, only the elements and the nominal codes will be mapped. If it is OFF, the elements and the nominal codes will be mapped as per the departments.

Mapping Payroll Departments with BrightBooks Divisions

When using departments in Surf Payroll and Divisions in BrightBooks you will be required to map the department to the corresponding division.

1. From the Integration setup page, click the Departments and Divisions tab to Map the Payroll Department with the appropriate Division.

The Departments and Divisions tab will appear only if there are departments in Payroll and divisions in BrightBooks present, and the Simple Mapping toggle is turned OFF.

2. To save the mapping setup, click Save.

Posting Journals and Payments to BrightBooks

To view the steps, click here.

Viewing Posted Journals and Payments (if Included) on BrightBooks

Viewing Journals

1. Log in to BrightBooks with the same user ID as Payroll and access the same business.

2. On the left panel, click General Ledger > Journals.

3. The Journals page shows the journals posted.

4. To view a journal’s details, click the required row and the journal will open showing you all of the payroll values that have been posted from Surf Payroll. The Ref number on these journals will always be PAYR-[Period] making them easy to find.

Viewing Payments

1. Log in to BrightBooks with the same user ID as Payroll and access the same business.

2. On the left panel, click Banking > Payments.

3. The Payments page shows the payments posted.

4. To view a payments detail, click Open from the drop-down arrow to view the payroll values that have been paid from Surf Payroll. The Ref number on these payments will always bePAYR-[Period] making them easy to find.