Adding Expenses & Benefits - General

To add expenses & benefits to an employee record, go to Employees > choose the Employee from the listing > select Expenses & Benefits on their menu toolbar.

 1) Select Add Benefit:

2) From the options, select the applicable benefit/expense

3) Complete the information that is required for the benefit selected - the information that is required will be dependent on the benefit chosen

4) If the benefit selected is to be payrolled, ensure the Tax accounting method is set to be 'PAYE (payrolling of benefits)

5) When the benefit information is complete, click Save

6) If any required information has not been entered for the benefit, BrightPay will prompt you of this.

7) If the tax accounting method chosen is PAYE (payrolling of benefits), the benefit will now appear under Pay & Benefits on the employee's payslip going forward:

8) To view or edit the benefit details, simply click the Edit button next to the amount.

On finalising the employee's payslip, the benefit figure will subsequently appear on their payslip and will be reported to HMRC via the relevant Full Payment Submission (FPS).