Issue Linking Accounts in Expense Groups

Question

Payroll, Linked Accounts, Expense Groups 
 Tab 1 - Incomes - I am able to link GL account 11111111 to all the incomes listed in this tab 
 Tab 2 - Taxes - I am NOT able to link GL account 11111111 to any of the items in the taxes tab. This number does not show up in the drop-down list 
 Tab 3 - User-Defined Expenses - the same scenario as in tab 2 
 In summary, a specific GL number is available for use in the incomes tab, but not in the taxes or user defined tabs. 
 Any help would be greatly appreciated. 
 Thank you in advance.

Erzsi_I · Answer

Hi LZA , 
 Thank you for reaching out about the issue linking GL accounts in expense groups. It seems like there may be a setup issue with the expense groups. Here are some steps you can try to resolve the problem:

Check Expense Group Settings : 
 
 Click on your name on the top right, then click Settings . 
 On the settings menu, click Expenses then click General . 
 Ensure that the categories for taxes and user-defined expenses are correctly set up and that the specific GL number 11111111 is included.

Add a New Expenses Group : 
 
 Click Add Group . 
 Name the group and select the currency. 
 Select the categories you want this group to be eligible for (make sure to include taxes and user-defined expenses). 
 Click Save .

Assign Employees and Managers : 
 
 You are prompted to assign employees and managers to the group. 
 For employees, click on the Employees tab and select the relevant employees. 
 For managers, click on the Managers tab and select the relevant person. 
 Once done, click Save .

Edit Existing Groups : 
 
 To edit an existing expenses group, click on the pencil icon next to the group name in your General settings for expenses. 
 Ensure that all necessary categories are included and the GL account is correctly linked.

If the issue persists after these steps, it may be helpful to double-check that the GL account 11111111 is correctly set up in the system and has the necessary permissions for linking. 
 If you need further assistance, please let us know. We&rsquo;re here to help! 
 If this helps please mark it as verified :) 
 Thank you, Erzsi

Sage Payroll

Issue Linking Accounts in Expense Groups

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