Invoicing Exports
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      IRIS/Pegasus Exports

      IRIS Export

      This export can be imported directly into IRIS and will give you the following information:

      • Payroll ID - This is set up in Personnel Manager>Personnel Record>Finance References
      • Surname
      • Gross Earnings
      • Employers Pension Contribution – This is set up in Personnel>Reference Settings>Others>Employers Pension Rate

       

      Pegasus

      This export can be imported directly into Pegasus and will give you the following information:

      • Invoice Type – This will always show as PI
      • Sage Supplier Reference - This is set up in Personnel Manager>Personnel Record>Finance References
      • Nominal Code – This is set up in Rota Settings>Rota Group Settings>Invoicing>Sage Export Nominal Code
      • Department Number – This is set up against the Adjustment Reason in Rota Settings>Adjustment Reasons
      • Date of shift or adjustment
      • Details of shift or adjustment
      • NET
      • Tax Code - This is set up in Reference Settings>Other Tax Codes and assigned to the Personnel Record in Personnel Record>Finance Details (Standard) or Personnel Record>Post>Contract>Finance Record (People+)
      • Sage Fix – this will always show as 1
      • Extra Ref – the first 7 letters of surname, first name

        IRIS Export

        This export can be imported directly into IRIS and will give you the following information:

         

        • Payroll ID - This is set up in Personnel Manager>Personnel Record>Finance References
        • Surname
        • Gross Earnings
        • Employers Pension Contribution – This is set up in Personnel>Reference Settings>Others>Employers Pension Rate

         

        Pegasus

        This export can be imported directly into Pegasus and will give you the following information:

         

        • Invoice Type – This will always show as PI
        • Sage Supplier Reference - This is set up in Personnel Manager>Personnel Record>Finance References
        • Nominal Code – This is set up in Rota Settings>Rota Group Settings>Invoicing>Sage Export Nominal Code
        • Department Number – This is set up against the Adjustment Reason in Rota Settings>Adjustment Reasons
        • Date of shift or adjustment
        • Details of shift or adjustment
        • NET
        • Tax Code - This is set up in Reference Settings>Other Tax Codes and assigned to the Personnel Record in Personnel Record>Finance Details (Standard) or Personnel Record>Post>Contract>Finance Record (People+)
        • Sage Fix – this will always show as 1
        • Extra Ref – the first 7 letters of surname, first name