pre-config - Accounts, Roles and Payroll Vendors

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Last updated: Sept 08, 2020 by Infinet Support (Unlicensed)

Accounts 

  1. Check your Chart of Accounts for completeness. Discuss your requirements with your implementation consultant.

  2. We suggest using “Other Current Liability” accounts for Payroll Liabilities. Examples below:

    Using a separate "PAYG Remitted" account will allow you to use the NetSuite generated BAS report for W1 and W2.



If using “Accounts Payable” type GL accounts you need to be aware that when paying a Superannuation or Employee Bill Payment this may cause NetSuite to default that AP account for your next transaction even if not payroll related. Edit the Bill/Bill payment form and show “AP account” to correct this.

Creating “Superannuation Payable” and “Employee Payable” accounts that are of the type “Accounts Payable” will allow direct payment of payroll Journals via “Bill Payments”. You would need to unmark “Hide Employee on AP” on page 3 “6. Accounting” of the Payroll configuration wizard to do this.

This will be less secure as it will mean that all Employee names will show in your A/P and other employees with access to Journals will be able to see their net pay amounts. NOT RECOMMENDED!!

Configuring Payroll Guide


Custom Entry Forms

If desired, you can make the Payroll Employee Form the default for setup.  To make the Payroll Employee Form the default form for the Administrator:

  1. Go to Customisation > Forms > Entry Forms. 
  2. Mark the Preferred checkbox next to the Payroll Employee Form.
  3. Click on Submit


This will set the Payroll Employee Form as default for ALL roles. Although the data can not be seen by non-Payroll roles, these non-Payroll roles will need to have access removed to the Payroll Employee Form. This can be done either on each role (via the Forms > Entity tab) by UNMARKING the Enabled checkbox next to the Payroll Employee Form.

Or, alternately you can set a non-Payroll Employee Form as default for multiple roles.  Go to Customisation > Forms > Entry Forms.  On the Custom Employee Form select the Roles tab and mark the checkbox for any roles that you want to restrict access for.

Roles

Role configuration is dependent on whether you have a One World account or not.

Standard NetSuite Account

  1. Go to Setup > Users/Roles > Manage Users
  2. Find your user and click Edit
  3. Assign the Payroll Administrator role

One World Account

  1. Go to Setup > Users/Roles > Manage Users
  2. Find your user and click Edit
  3. Assign the Payroll Administrator-Unlocked role
  4. Save, and now go to Setup > Users/Roles > Manage Roles
  5. Edit the Payroll Administrator-Unlocked role
  6. Review and select the appropriate Subsidiary Restriction preference
  7. Check Allow Cross-Subsidiary Record Viewing
  8. Review Permissions tab>Lists>Subsidiaries>View
  9. Click Save

Payroll Vendors

Refer to Setting up Payroll Vendors page.