Run a payroll batch

Last updated: June 20, 2026

Learn the concept
This is the step-by-step. For what it is and how it fits the bigger picture, read Payroll Batch in the reference.

What this does

A batch runs payroll for a period: it calculates everyone in one go, lets you review, then posts the result to your accounts.

Before you start

Payroll items set up, and each person configured on their Payroll tab.

Open Payroll

Go to Menu > Payroll > Payroll and click Create.

Payroll BatchDraftGenerateProcessingReview & ConfirmCompletedPosts to booksCancelledStoppedPay only posts to your accounts when the batch is Completed
A payroll batch moves from Draft to Completed simplified mockup

Steps

  1. Set the Payroll Date (the period end) and a Description.
  2. Choose the Selection: All Employees or Individual.
  3. Generate the batch. It calculates every payslip and sits in Draft.
  4. Review the payslips and make any adjustments, then Confirm. The batch moves to Processing.
  5. When everything is right, Complete the batch. It posts to your accounts and locks. To stop a run, Cancel it (a reason is asked).
The lifecycle. Draft (generated, fully editable), then Processing (reviewed and confirmed), then Completed (posted and locked). Posting to Finance happens only at Completed.

Related

  • Review and share payslips
  • Generate statutory files