This guide explains how to do Payroll Posting to on premise AutoCount Accounting.

Setting up API Maintenance

1. Click Add New
   
   
   
   
2. Fill in the required fields:
   1. Title
   2. API type
   3. Select Company
      
      
      
      
3. Under Posting Options, click the dropdown arrow to view available options.
   
   
   
   
4. Choose how to post by (Optional) : Branch, Department, Project or Entitlement Group.
   
   

Download Plugin

1. Go to main page and click on API Maintenance.
   
   
   
   
2. Click to Download the plugin (choose the version based on your AutoCount Accounting version, e.g., AutoCount Accounting V2).
   
   

Install Plugin

1. Login to AutoCount Accounting on premise.
2. Go to Tools > Plugin Manager
   
   
   
   
3. Click Install.
   
   
   
   
4. Select the downloaded plugin file and click Open.
   
   
   
   
5. Click Install.
   
   
   
   
6. A confirmation message will appear:  "Plugin "Cloud Payroll Posting" is installed successfully."
   
   
   
   
7. Verify that Cloud Payroll Posting is listed in the Plugin Manager.

Access Right Setup

1. For first time installation, configure access rights: Go to General Maintenance > Access Right Maintenance.
   
   
   
   
2. Select Payroll Posting Plugin, then click Set Group Access Rights.
   
   
   
   
3. Choose the appropriate user group(s), click Add then click OK.
   
   
   
   
4. Click Yes to apply the settings to all sub commands.
   
   
   
   

Setting up Template Maintenance

1. Go to Cloud Payroll Posting > Inquiry Template Maintenance.
   
   
   
   
2. Click Create New Inquiry Template.
   
   
   
   
3. Complete the following fields:

1. API Key (retrieve from HRMS API Maintenance)
2. Click Login to retrieve company details
3. Select Company
4. Journal Description Format
5. Accounting Mapping (ensure all required mapping are selected)
6. Make sure scroll to the bottom page
7. Click Save once done.
   
   
   

Posting Journal

Once all settings are completed, proceed with journal posting: 

1. Go to Cloud Payroll Posting > Posting Journal.
   
   
   
   
2. Follow these steps :

• Select Data Criteria, then click Inquiry
• Review the template data
• Define Journal Information
• Click Post All to Journal
  
  
  
  

By Azirah 260414