Payroll — Transactions
Overview
The Payroll screen (/payroll) lists payroll periods for Mexican internal companies. Select a year and company to review period totals in MXN. The screen also provides Dashboard, Summary, and + New import (with edit permission).
For the sequence from import to confirmation, see Workflow. For access, see Permissions.
Payroll screen
| Tab | What it shows |
|---|---|
| Periods | Fortnightly periods, receipt count, gross pay, ISN, employer IMSS, extra employer costs, total cost, hours, and status. Open a period to review its detail. |
| SUA files | Uploaded monthly SUA files and download actions. Editors can delete a file; affected periods must then be reviewed again. |
| CFDI XML files | Imported ordinary and extraordinary payroll receipts, with download actions. Editors can delete a file. |
| Extras | Extra-cost concepts and collaborator assignments. Editors can create or change concepts and assignments. |
Dashboard presents payroll totals; Summary combines confirmed payroll with current SUA data for a selected range and company. The period detail shows employee matching, the recalculated summary, and, after confirmation, the cost-center distribution. An editor can rerun distribution for a confirmed period.
Use + New import to load payroll CFDI XML files or a ZIP and SUA data. Review the detected fortnights and warnings before processing. The resulting periods are opened individually for review and confirmation.
For common table and filter controls, see Common Features.