How to get Payroll Numbers into Haldi Tech P&L

Modified on Mon, 1 Apr at 1:59 PM

This is a short-term workaround. We're currently working on the functionality for you to import your weekly payroll totals per driver into the system.

Go to "Payroll" and click the payroll week you want to add numbers for.
When payroll opens, click on the "Adjustments" tab at the top. 
Click "Export to Excel" and choose the "pre-filled template" option. Open the excel file. It will have a row for each driver.
In the category field on the spreadsheet, select "Other" and enter each driver's gross pay into the "Amount" column. Save the file. If the driver did not work or has no pay, leave the amount blank.
Go back into the Haldi system and click the "Import Excel" button on the adjustments tab and upload the file. Be aware that if you upload the file more than once, it will duplicate the records. 
When the file is uploaded, go to the "Lock and Load" tab and click the green "Lock Payroll" button. Once you lock the payroll, you'll see the numbers flow into the HaldiTech P&L and the other reports. 

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