This guide details how to export your payroll opening balances from PaySauce.
1. Login to PaySauce.
2. Go to Reports.
3. Under Accounting, click YTD Earnings Report.
4. Enter the Start Date and End Date.
The start date should align with the beginning of the current financial year, which is always 1 April for an employee. To determine this, think back to the most recent 1 April. For example, if today’s date is 11 November 2024, the start date would be 1 April 2024.
The end date should match the last day of the final pay period processed in PaySauce. For example, if your last pay period in PaySauce is 28/10/24 to 10/11/24, and your first pay run in AgriSmart starts from 11/11/24, then the end date would be 10/11/24.
5. Click Yes to All Employees.
6. Click Run.
7. At the top right, click the paper icon and choose CSV file.
8. Transfer this data to AgriSmart’s information spreadsheet.
An example on how this data should be presented can be found here.