Surf Payroll can generate the Journal Posting Report that gives the journal details you have posted on a payroll. You can view the journal details immediately on the Journal Posting Report after creating the payroll or after posting one on BrightBooks. Both approaches are described below.

Viewing on BrightBooks

1. Post payroll details to BrightBooks.

2. Log in to BrightBooks with the same credentials as that in Surf Payroll and access the same Business.

3. The Customers page appears. On the left panel, click General Ledger > Journals.

4. The Journals page appears. The Journals page shows the details of the journal you have posted.

Important Note

The Journal details in BrightBooks also indicates the payroll period under the Ref. No. column. For example, if the generated payroll period is Monthly and the month is January, the code will be PAYR-JAN. Each period is indicated by a unique code. 

Viewing on Surf Payroll

1. Create the payroll.

2. On the payslip page, click Close.

3. The Run Payroll page appears. On the Run Payroll page, corresponding to the required payroll period, click the drop-down arrow and from the inline menu, click View Journal Posting.

4. The Journal Posting Report page appears. View the journal details for the selected payroll period. You can also choose a different payroll frequency and period from the FREQUENCY and PERIOD lists respectively.

Optional Actions

To print the report, click Print.

To export the report in the Excel format, click Excel.