Payments from your bank account will automatically flow into Digits through your existing connection. If you haven't connected the bank account used for payroll, please follow these instructions to ensure these payments are captured.
If Gusto is not your payroll provider, detailed payroll information needs to be entered manually. Please use the instructions below to input the necessary payroll details for your company.
Steps to Manually Add Payroll Information
Run Payroll Reports:
Access your payroll system and locate the option to run your payroll journal report.
Generate a report for the desired period and export it to a usable format (such as CSV or Excel).
Prepare to Create Journal Entries:
Review the report to identify the applicable payroll categories, such as:
Salaries
Benefits
Payroll tax expenses
Create Journal Entries:
Navigate to the transactions tab within your Digits dashboard.
Select New Transaction
Select Journal Entry and the appropriate date
Input the payroll data from your report, categorizing it appropriately:
Salaries: Record total salary expenses.
Benefits: Record any benefits expenses.
Payroll Taxes: Record payroll tax expenses.
Record the net total that has been deducted from your bank account as the offset to Payroll Clearing.
Verify all inputs for accuracy and save the journal entries.
Verify Integration with Digits:
Ensure that your bank integration with Digits is active and correctly linked.
Verify the payroll expenses being withdrawn from your bank account are being recorded to Payroll Clearing.
Double-check that the journal entries are accurately reflected in your financial accurately reflected in your financial reports and that the Payroll Clearing account clears to $0.
Regular Review and Updates:
Regularly run payroll reports and update your journal entries to maintain accuracy.
Periodically review your financials to ensure all data is accurately represented.
Support
For any issues or questions about this process, please contact our support team through our contact form.
By following these steps, you can ensure, accurate payroll information is reflected in your financials, providing clear insights into salaries, benefits, and tax expenses.