This article is for clients and explains how to submit, review, download and edit payroll adjustments for EOR Employees.
Payroll adjustments include expenses, allowances, bonuses, and other variable payments.
In this article:
How to add an adjustment to your invoice
How to edit or delete an adjustment
How to review adjustment requests
How to download approved and pending adjustments for the current cycle
Before you start
Invoice adjustments are payment items that can be added by you or your employee each payroll cycle.
These adjustments appear on your invoice and are paid out to the employee according to their local tax laws.
Adjustments follow standard cut-off dates for payroll. In order to approve or deny adjustments, you must have the required permissions.
Types of adjustments
Adjustments include expenses, allowances, and other variable compensation like bonuses and commissions. For information about local legal requirements and tax treatment of certain adjustment categories please see the Expense and Adjustment Guide in your Client FAQ.
Expenses are reimbursable costs incurred by your employees for legitimate business purposes in the course of their employment. Expenses are usually not taxed. In some jurisdictions, certain categories of expenses may be subject to certain limitations.
Allowances are one-time or recurring fixed amounts paid by you as a benefit to your employees. Allowances are usually taxable. In some jurisdictions, certain categories of allowances may be non-taxable subject to certain limitations.
Bonus and other incentive pay like commissions are performance-related contractual or discretionary payments made to your employees in addition to their salary. These amounts are almost always taxable.
How to add a payment item adjustment
✅ Step 1 - Open the employee contract
(1) From your home page click (2) Add Item in the Payment items section.
(3) Select the contract from the dropdown list and click Next.
✅ Step 2 - Add adjustment details
Add the type and category of adjustment, amount, date, and item description.
All expenses require a supporting invoice or receipt, and a description of the business purpose. You can view local requirements where applicable, including limits and specific documentation requirements in the Client FAQ on the app.
You may set allowances and bonuses as recurring adjustments.
Your adjustment is added. You may go directly to the contract overview page to view it.
How to edit or delete an adjustment
You can edit or delete adjustments before payroll cutoff dates.
✅ Step 1 – Go to the Contracts tab and click on the desired contract
✅ Step 2 - View pending adjustments
You can click on the pending tab and select an adjustment.
Depending on the time of the month and your payroll cutoff dates, the adjustments that you can edit or delete may be listed in different spots.
✅ Step 3 - Edit the adjustment
If you want to edit the adjustment, click Edit, and make the required changes to the adjustment.
✅ Step 4 - Click on Update
Once you have edited the adjustments, click Update to reflect the changes.
If you want to delete the adjustment, click Delete and Yes, Remove to confirm.
How to review invoice adjustment requests
Your employees can also submit invoice adjustment items. You're able to review and either approve or deny them.
✅ Step 1 – Open the employee contract
✅ Step 2 – Click Pending
All adjustments that are pending your review will be listed.
You can review any adjustment attachments, such as receipts.
✅ Step 3 – Click Deny or Approve
You must provide a reason for denying an adjustment.
How to download approved and pending adjustments for the current cycle
✅ Step 1 – Click on the Analytics/Reports section on the left side
✅ Step 2 –Select Approved and pending adjustments
You can filter the adjustments by submission date, recurring, status and type, etc.
✅ Step 4 – Download the report in the form of CSV or pdf
FAQs
What is the deadline for submitting and approving an adjustment before payroll?
If you want an adjustment to appear on the next payroll it must be submitted and approved prior to the payroll cut-off date. Any adjustments approved after the cut-off date will appear on the following payroll.
If you want an adjustment to appear on the closest possible payroll, then they need to be approved before the upcoming payroll cut-off date.
What happens if I don't approve an expense in time for payroll and I miss the cut-off date?
Can I set a recurring adjustment?