Welcome to our Workflow Guides Hub! This page connects you to a series of comprehensive workflow guides designed to help you get started.
Payroll
We recommend completing the following payroll steps before generating your sales invoices. Some of these modules may not be available to you.
Umbrella, Ltd and Self-Employed Payroll
Sales
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