Documents overview
Find, generate, review, and save payroll documents in the local workspace.
Choose an area4 sections
Open Documents to prepare payroll files, inspect generated records, and save copies locally. Generating a document does not recalculate payroll. Saving a file does not submit it to a bank or statutory authority.
Choose an area
| Area | Use it for |
|---|---|
| Documents Home | Navigate the workspace. |
| Payslips | Generate and preview employee PDFs for a finalised run. |
| Statutory Filings | Review output-specific criteria, validation, files, and history. |
| Bank Exports | Review payment instructions and generate bank files. |
| Custom Reports & Proof | Build reports, use presets, inspect generated reports, and create proof packages. |
| Local Export Log | Review recorded local file saves. |
| Settings | Choose a default export folder and configure payslip branding. |
Before you begin
Confirm the active organisation. Payslips, bank exports, operational reports, and proof packages require a finalised run selected in their own workflow. Statutory outputs ask for the relevant month, effective date, employees, or an explicitly selected payroll-run extract. P2 and P16 resolve source payroll from their reporting criteria.
Find and use an output
- Open the relevant area
Choose the output type from Documents. There is no single period selector for the whole workspace.
- Set its scope and review readiness
Select the run or enter the output’s own criteria. Review validation and resolve displayed issues before generating.
- Generate and inspect the record
Check its scope, status, timestamp, format, and preview or details. A preview alone is not a generated file.
- Save a copy when needed
Use the output’s local save action and verify the destination. Review Local Export Log for a recorded write.
Important boundaries
Generated documents are held in the organisation’s local workspace. Explicitly saving, backing up, or sharing a file changes where a copy exists. A statutory file is preparation evidence, not an authority receipt. A bank export is an instruction file, not an executed payment. A proof package is review evidence, not a regulator submission.