Zoho Books - API

Please note, nominal mapping displayed in this video is for illustration purposes only. Please make sure the correct accounts are chosen to ensure the integration is set up correctly.

BrightPay's payroll journal feature allows users to create wages journals from the finalised payslips and upload them into the Zoho accounts package using API .

Within Payroll, select Journal on the menu toolbar, followed by Zoho

Set your Date Range - the journal will include records for all payslips - across all pay frequencies - with a pay date within the selected range.

Under Roll up - Select whether you would like the journal to include individual records for each employee - or whether to merge the records for each unique date.

Next, select your Zoho Books region from the drop down menu - if unsure which domain your Zoho Books account resides in, please check this with Zoho Books directly.

Click Continue - Sign into your Zoho account - where prompted to do so.

Your nominal ledger codes will now be retrieved from your Zoho account.

Simply map each payroll data item to the relevant nominal account code. A nominal account code can be used for multiple items.

When you are ready - click 'Continue'.

Nominal Ledger Mapping Variations allows you to specify any circumstances for which amounts should be mapped to an alternate nominal account code.

For each payroll data item you wish to add a variation for, click Add Variation.

For the payroll data item selected - set the rules to apply in order for the amount to be mapped to the designated nominal account you enter on this screen.

Rules can be set according to period type, directorship, department and specific pay items.

For our example we want the salaries of all directors to be mapped to the same nominal account within your accounting software.

Our rules will be pay schedule – any They are a director We will pick any department As well as – any period ‘slash’ salary rate for pay item

Double check your nominal account code is correct – then click Save when complete.

Our rule is now on screen under the payroll data item it is associated with.

Further variations can be added for different pay items or for the same payroll data item by simply clicking 'Add Variation' again -and sett the rules to apply.

Once your variations have been set - they can be edited, deleted or re-ordered by clicking the spanner symbol next to it.

Also, clicking the nominal account information displayed in green - provides quick access to the rules that have been set for it.

When you have finished creating your variations - click 'Continue'.

Your journal will now be displayed on screen for review.

Simply click the 'Back' button to make any amendments.

When you are ready to upload your journal into Zoho, click 'Send to Zohobooks...'

A confirmation will be displayed on screen after a successful upload to your Zoho account.

If you want to print, email or export a copy of your journal as a PDF -‘Press 'Print'

To close the journal screen, simply click the cross at the top right of this screen.

If you have made any changes to the journal, you will be asked if you wish to save your changes. Click 'Yes' or 'No' as required.


Demos

BrightPay Payroll Demo

BrightPay Connect Demo

Employee Smartphone App Demo


Employer

Setting up a New Employer

Additional Employer Information


Employees

Adding an Employee - Personal / Employment Information

Adding an Employee - Tax / NIC

Adding an Employee - Payment Information

Setting up a Director

Employee Calendar


Importing into BrightPay

Importing Employees via CSV file

Importing Employees via FPS file

Importing from Previous Tax Year

Importing from Sage

Importing from IRIS

Importing from HMRC Basic PAYE Tools


Processing Payroll

Payment Schedule

Running Payroll

Additions and Deductions

Pension Deductions

Attachment Orders

Processing Holiday Pay

Allocating Pay Across Departments

Finalising Payslips

Making Corrections to Payroll

Paying employees with Modulr


Payslips

Email Payslips

Export Payslips

Print Payslips


Starters and Leavers

Mid Year Starter

Processing Leavers


Statutory Payments

Shared Parental Pay (ShPP) Birth

Shared Parental Pay (ShPP) Adoption

Statutory Sick Pay

Statutory Maternity Pay

Statutory Adoption Pay

Ordinary Statutory Paternity Pay (Birth)

Ordinary Statutory Paternity Pay (Adoption)


HMRC

Ascertaining Payments Due to HMRC

BrightPay & Flexible Furlough

CJRS Claim Report

Real Time Information


Payroll Journals

AccountsIQ - API

ClearBooks - API

Exact Accounting - CSV File

FreeAgent - API

FreshBooks - API

Generic Payroll Journal Integration

KashFlow - API

QuickBooks Online - API

QuickFile - API

Sage Business Cloud Accounting - API

Twinfield - API

Xero - API

Zoho Books - API


Automatic Enrolment - API Integration

Click here for more Auto Enrolment videos.

 

Aviva API Integration

NEST

The People's Pension

Smart Pension


Automatic Enrolment Features

Employee Assessment

Enrolling Employees

Postponement

Opt Outs & Refunds

AE Reporting

Ongoing Monitoring

Auto Enrolment - The Movie!


BrightPay Connect

Click here for more information about BrightPay Connect.

 

BrightPay Connect Overview

Setting up BrightPay Connect

Billing Account


CIS (Construction Industry Scheme)

CIS - Entering Contractor and Subcontractor Details

CIS - Processing Subcontractor Details

CIS Submissions to HMRC


General

Downloading and Installing

Reporting and Analysis