NOTE: You are viewing documentation for a previous tax year version of BrightPay. Click here to view the documentation for the current 2024/25 tax year version.

Exporting Reports

To export a report to file (e.g. Excel), to Document or to Clipboard:

1) Click Export on the menu toolbar and select the desired option.

2) Save the Report to a location of your choice, if applicable.

Need help? Support is available at 0345 9390019 or [email protected].

Important Information for Free Licence Users Important Information for Mac Users Bureau Enhancements - Additional Functionality Bureau Licence Holders (Only)

Agent Settings Client Details BrightPay Startup Window Batch RTI Submissions Exporting Client Documents Importing Multiple Employers from CSV File

Installing BrightPay

Installing the software on to your PC Setting Up BrightPay for Multiple Users Download Sample Employer Files Transferring BrightPay from one PC to another

Ordering for The New Tax Year Importing From The Previous Tax Year Moving to BrightPay from another payroll software

Preparing for your move to BrightPay - Useful Guidance List of Employer Data that can be Imported into BrightPay List of Employee Data that can be Imported into BrightPay Moving to BrightPay mid-year - Recoverable Amounts to Date Moving to BrightPay mid-year - Employment Allowance Moving to BrightPay - Continuing Auto Enrolment from a previous software Importing from HMRC Basic PAYE Tools Importing from IRISImporting from MoneysoftImporting from SAGE Importing using a CSV File - Other software Importing using an FPS File - Other Software

Employer Details

Adding a New Employer Adding/ Amending Employer Details Adding/ Amending Departments Adding/ Amending Hourly Rates Adding/ Amending Daily Rates Adding/ Amending Piece Rates Adding/ Amending Addition Types Adding/ Amending Deduction Types Adding/ Amending Savings Schemes Adding/ Amending Bank Accounts

Employee Details

Personal Employment Starter/Leaver Payment Tax, NICs, RTI HR, Other Coding Notices Importing Employees from a CSV File Employee Count Report Employee Address Labels

Processing Payroll

Weekly Payroll Fortnightly Payroll 4-weekly Payroll Monthly Payroll Quarterly Payroll Annual/Yearly Payroll Net to Gross Payments Allocating An Employee's Pay across Departments Processing Pension Deductions (outside of AE)Importing Pay Data from a CSV File Additions and Deductions Zeroising Payslips Finalising Payslips Printing Payslips Emailing Payslips Exporting Payslips Paying Employees Childcare Vouchers

Payroll Calendar Payslip Translations Making Corrections to Payroll

Re-opening Payslips Re-defining Schedule of Periods

Pre-paying an Employee Scheduling Future Payments Switching an Employee's Pay Frequency RTI

Reporting Contracted Hours - Hourly Bands for FPS Full Payment Submission (FPS)Additional Full Payment Submission Employer Payment Summary (EPS)NINO Verification Request (NVR)Earlier Year Update (EYU)Marking RTI Submissions as already sent to HMRC

Common HMRC Error Messages HMRC Payments

Recording Payments to HMRC P30 & P32

Saved Reports Creating a New Report Viewing Reports Editing Reports Saving Reports Printing Reports Exporting Reports

Payroll Journals

Payroll Journals - Overview Exact Kashflow Quickbooks Sage Xero Creating a Generic Payroll Journal

Setting up a new employee mid-year New Starter Checklist Tax Codes to use for New Employees New Starters and Recruitment Templates

Processing a Leaver Processing Payments After Leaving

Student Loan Deductions Statutory Payments

Statutory Sick Pay Statutory Maternity Pay Statutory Adoption Pay Statutory Paternity Pay (Birth)Statutory Paternity Pay (Adoption)Statutory Shared Parental Pay (Birth)Statutory Shared Parental Pay (Adoption)Statutory Pay Calculation & Schedule Report

CISR Pensions COSR Pensions Freestanding AVCs Group Pension Policy Personal Pensions Stakeholder Pensions Other Traditional Schemes

Attachment of Earnings

Attachment of Earnings (Northern Ireland)Child Support Deductions from Earnings Order (DEO)Civil Judgment Debt Attachment of Earnings Order (County Court)Council Tax Attachment of Earnings Order (CTAEO)Current Maintenance Arrestment (CMA)Direct Earnings Attachment Earnings Arrestment (EA) (Scotland)Magistrates Court Attachment of Earnings Order Maintenance Attachment of Earnings Order Other Attachment of Earnings Orders Attachment Order Summary Report

Expenses & Benefits

Payrolling BenefitsP11D & P11D(b)

Payroll Giving Directors

Setting Up a Director Directors' NIC Directors appointed during the Tax Year

Employee Calendar Holidays

Processing Holiday Pay Recording Annual Leave on the Calendar Annual Leave Entitlement Methods in BrightPay Adjusting an Employee's Leave Entitlement Viewing/ Printing Employees' Annual Leave Entitlement Holiday Entitlements - Useful Information Annual Leave Request Form

Tax Codes - The Basics Tax Rates and Bands Marriage Allowance Scottish Rate of Income Tax (SRIT)50% Overriding Regulatory Limit

Scottish Rate of Income Tax (SRIT)National Insurance

NIC Category Letters NIC Thresholds & Rates Directors' NICs State Pension Age

Employment Allowance Apprenticeship Levy National Minimum/Living Wage

National Minimum Wage and National Living Wage Minimum Wage Flagging and Reporting

Off-Payroll Working in the Public Sector Rates & Thresholds at a Glance

Rates & Thresholds 2015-16 Rates & Thresholds 2016-17 Rates & Thresholds 2017-18

Mileage Allowance Payments (MAPs)Year End

Year-End Procedure For Tax Year 2013-14 Year-End Procedure for Tax Year 2014-15 Year-End Procedure for Tax Year 2015-16 Year-End Procedure for Tax Year 2016-17 Year-End Procedure for Tax Year 2017-18

Backing Up/ Restoring Your Payroll BrightPay Licence Terms and Conditions Construction Industry Scheme (CIS)

Automatic Enrolment

Entering your Staging Date in BrightPay Entering your Pension Scheme in BrightPay Performing a Pre Staging Assessment in BrightPay Processing Eligible Jobholders in BrightPay Processing Non-Eligible Jobholders in BrightPay Processing Entitled Workers in BrightPay Postponing Employees in BrightPay Batch Processing of Employees in BrightPay Processing Opt-out Notices in BrightPay Preparing Enrolment Files/ Contribution Files in BrightPay Applying a Salary Sacrifice Arrangement in BrightPay Dedicated Pension Providers in BrightPay - GuidanceAutomatic Enrolment - Useful GuidanceSalary Sacrifice for Auto Enrolment

BrightPay Connect

BrightPay Connect - Overview Registering for BrightPay Connect Linking an Employer to BrightPay Connect Customising your BrightPay Connect Account Assigning a New User in BrightPay Connect Editing/Deleting a User from BrightPay Connect Enabling Employee Access to Self Service Configuring Employee Self Service Options Disabling/Editing Employee Access to Self Service Inviting Employees to use Self Service Automated Cloud Backup Restoring from a Cloud Backup Employer Self Service PortalEmployee Self Service Portal

Frequently Asked Questions GDPR and BrightPay GDPR and the Payroll Bureau