Export payroll for the accountant
Download as CSV or PDF the payroll items for employees and the amounts for self-employed workers and external delivery drivers, with their invoice, the difference and the day of the payment.
The video for this guide is coming soon.
At the end of the month, Finance › Cleaner payroll prepares your accountant's files, in your company's language and currency. Allow 2 minutes.
Export the month
Step by step
- 1
Open Finance › Cleaner payroll and click Export for the accountant. The "Export for the accountant · …" window opens.
- 2
Under "Month", choose the month.
- 3
Tick the parts to export:
- "Payroll items for employees";
- "Amounts for self-employed workers and external delivery drivers".
- 4
Click CSV file or PDF. One file is downloaded per part, and the message "Export downloaded: …" is shown.
| Part | What the file gives |
|---|---|
| Payroll items for employees | Per employee: normal hours, extra hours by tier, hours not worked, bonuses, benefits, absences, public holidays worked |
| Amounts for self-employed workers and external delivery drivers | Per person: contract, activities, hours, visits, amount, cleanings not approved, invoice number and amount, difference, day of the payment |
Export only a few people
Step by step
- 1
Switch to the Table view and tick the rows you want.
- 2
In the bar at the bottom, click "Export the selection". The window says "Selection only: 3 people.".
- 3
Click "CSV file" or "PDF".
Frequently asked questions
Why is a person not in the file?
Their hourly rate is missing: they are "Blocked" and are never exported. The window names them ("1 line blocked, not exported"); click "Enter their rate" to find them.
Does the CSV file open in a spreadsheet?
Yes. It uses the same separators as the earlier payroll items (semicolon, comma for decimals).
"Nothing to export for this month." is shown: what should I do?
None of the ticked people has an amount this month: no cleaner salaried by the month, and no self-employed worker or external delivery driver with hours or visits. Check the chosen month. The first part only covers cleaners salaried by the month: set a cleaner's pay method in Team › Contracts.