Configure payroll and payslip mappings
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Map supported payroll payslip components to wage, liability, tax and cash or payable accounts.
What you’ll accomplish
Map supported payroll payslip components to wage, liability, tax and cash or payable accounts. It forms part of Pixie CRM Enterprise CRM's Accounting & Bookkeeping module and uses the module's permission-aware controller, status and mapping flow rather than a generic spreadsheet process.
How it works
The Accounting module conditionally exposes payslip transactions and listens to payslip status, delete and class hooks when Payroll is active.
The exact components available depend on the installed Payroll module. Accounting can only map data supplied by that module.
If the tab is absent, verify module activation and permissions rather than creating a manual workaround.
Follow these steps
- Verify the Payroll module is active and payslip structure is final.
- Go to the Payslips mapping tab.
- Map earnings, employer costs, deductions and liabilities to approved accounts.
- Set the payment or clearing account.
- Save and enable automatic conversion only after testing.
- Move a controlled payslip through the relevant status.
- Compare the journal with the payroll totals.
Settings to check
Check it worked
After the action is saved, Pixie CRM keeps the Accounting record connected to its source and updates the visible status or ledger data supported by this workflow. Review the saved result rather than relying only on a success message. Where the action posts accounting data, total debits and credits must balance and the accounts must match the approved mapping or manual selection.
- Open the saved record and confirm its final status.
- Review the source reference and every debit and credit line where ledger data was created.
- Use the relevant register, ageing, reconciliation or report to verify the wider effect.
Common mistakes to avoid
- Protect employee-sensitive payroll data.
- Do not combine all payroll liabilities without approval.
- Test reversals or deletion behaviour.
- Reconcile payroll clearing and bank accounts.
- Use the least destructive correction available and record the reason for material changes.
- Do not bypass a permission, approval or closed-period control by changing unrelated data.