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PR Ledger Update

The PR Ledger Update is a process that transfers all payroll calculated data to various sub-ledgers such as job cost, equipment, service, and the general ledger. This ensures that all payroll information is accurately reflected across the financial system, supporting accurate financial reporting and analysis.

Before you start​

  • Ensure all payroll data for the period is entered and verified.
  • Complete any necessary overtime processes to avoid creating unnecessary adjustments.

Steps​

  1. Open thePR Ledger Updateform.
  2. Tab twice on your keyboard to enable the checkboxes for job cost, equipment cost, and general ledger.
  3. Select the appropriate options so all relevant data is included in the update.
  4. Run the ledger update process to transfer payroll data to the sub-ledgers and general ledger.
  5. Verify that the update has been completed successfully by checking the relevant ledgers.

Notes​

  • Running the ledger update before completing all payroll entries can result in incomplete data being posted.
  • The ledger update is run as the last step of the payroll process to avoid discrepancies.