Detail view
This is a PRO feature (not available in the free version).
Refresh
This button refreshes the PDF preview.
Edit / Copy [more]
Allows you to edit or copy the salary statement.
Next step [more]
This button contains the workflow for the salary statement: change status, create a payment order, and record payment.
Book entries [more]
A list of journal entries for the salary statement, including both generated entries from salary types and payment book entries.
Send mail [more]
Sends the salary statement via email to the respective employee.
PDF
Downloads the salary statement as a PDF.
Properties
Layout
Select the layout, which determines the appearance of the PDF document. You can use a system layout or create custom layouts.
Manage: This button allows you to manage layouts.
Sender
The sender's address is taken from the configured locations of your organization. If set, the location from the salary template is used, with the headquarters address being the default.
Manage: This button allows you to manage locations. Each location can have its own logo, which is used on the document.
The sender's bank account (IBAN/BIC) is either taken from the location if one is set or otherwise directly from the bank accounts based on the type: Salary or Standard.
Recipient
The recipient's address is automatically filled in, provided it is available in the employee's information (see People). If the employee has multiple addresses, you can select one in the top field.
Manage: This button allows you to edit the person and their addresses/bank accounts.
The recipient's bank account (IBAN/BIC) is also taken from the person's information, based on the type: Salary or Standard.
Texts
Text above / below
This text is displayed above resp. below the table of salary types.
You can also save these texts as text templates and reuse them later.
Insert variable: With this menu you can insert various variables into the text, like e.g. the name of the employee, his IBAN, the current date, etc.
History
Here you can see the activities (Created/Modified/etc.) related to this salary statement. To see all accounting activities, see Audit Log.