BrightPay's payroll journal feature allows users to create wages journals from the finalised payslips for upload into specific accounting softwares. 

 

BrightPay Cloud currently supports the CSV formats for four accounting software providers. These are:

• Kashflow
• QuickBooks (Desktop IIF File)
• Sage Accounts
• Xero

BrightPay Cloud also offers API integration with the following accounts packages:

• BrightBooks
• ClearBooks
• FreeAgent
• Kashflow
• QuickBooks (Online)
• QuickFile
• Sage Business Cloud Accounting
• Xero
• Zoho Books

A 'generic' journal option is also available for users to create their own journal, as required.

BrightPay Cloud supports API integration with a range of leading accounts packages. If you want to connect BrightPay Cloud directly to your accounts software via API for payroll journals, BrightPay Cloud offers API integration with BrightBooks, ClearBooks, FreeAgent, Kashflow, QuickBooks Online, QuickFile, Sage Business Cloud Accounting, Xero, and Zoho Books.

To set up or use the API connection, simply select the relevant accounts package from the payroll journals menu and follow the on-screen prompts to authorise and link your accounts package. This allows you to export payroll journals directly without needing manual file uploads

Note: If the message states that there is no payroll data within the selected range - ensure that your Pay Date is included in the date range (and not just the period). If the pay date is not included in the from or to date fields, the software will not see the data for the journal generation.

If you need to change / amend the login or sender details when using the API feature, you will need to disconnect from the journal software in BrightPay.

Choose the journal software you are using in the Payroll > Journal section and click on the spanner or dropdown option > Disconnect. You will then be prompted to log in again and you can enter the new user credentials.

Please note: It is not possible to set up the journal to be automatically posted to your accounting package. It requires connecting via BrightPay and a manual transfer of the data.

There is no way to see journal posting history on BrightPay. To view journal transactions, check your accounting package.

Setting Up Accounting Software Journal Integration

BrightPay supports direct journal posting to a number of accounting software packages. To set up the integration: go to Journals and select your accounting software from the available options. Create your journal mapping by assigning your nominal codes to the relevant payroll categories — this mapping can be saved so you do not need to remap each pay period.

Once your mapping is complete and you are ready to post for the first time, select Connect / Submit — you will be prompted to enter your login credentials for your accounting software at this point. BrightPay will link to the other software once your credentials are confirmed. On subsequent submissions your credentials will be remembered and you can simply review the mapping and submit.

If your accounting software does not appear in the journal options, a direct integration may not be available. In this case you can export a journal file from BrightPay in CSV format and import or upload it manually into your accounting software. To do this: go to Journals > select your file format > Download.