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Welcome to our Workflow Guides Hub! This page connects you to a series of comprehensive workflow guides designed to help you get started.

Payroll

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We recommend completing the following payroll steps before generating your sales invoices. Some of these modules may not be available to you.

PAYE Payroll

CIS Payroll

IR35 Deemed Worker Payroll

Umbrella, Ltd and Self-Employed Payroll

Sales

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We recommend completing your payroll before generating your sales invoices. This will often avoid the need for sales credits where corrections are identified during the payroll process.

Temporary Worker - Sales Invoicing

Permanent placement invoicing- Invoicing