{"id":1493,"date":"2024-11-23T04:58:41","date_gmt":"2024-11-23T04:58:41","guid":{"rendered":"https:\/\/support-landing.altegio.cloud\/support\/4867915336861-onboarding-financial-accounting-and-payroll\/"},"modified":"2026-02-19T14:21:10","modified_gmt":"2026-02-19T14:21:10","password":"","slug":"4867915336861-onboarding-financial-accounting-and-payroll","status":"publish","type":"docs","link":"https:\/\/alteg.io\/en\/support\/knowledge-base\/4867915336861-onboarding-financial-accounting-and-payroll\/","title":{"rendered":"Onboarding: financial accounting and payroll"},"content":{"rendered":"\n<ol class=\"wp-block-list\">\n<li>To start <strong>financial accounting\u00a0in Altegio<\/strong> all you need to do is <strong>work with the Appointment calendar in a proper way<\/strong>, however there are additional configurations:<\/li>\n<\/ol>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/support.alteg.io\/hc\/en-us\/articles\/4868661307421-Accounts-and-cash-registers\">creating<\/a>, setting and editing a <a href=\"https:\/\/support.alteg.io\/hc\/en-us\/articles\/4868638297885-Creating-and-configuring-new-cash-register\">cash register<\/a>, <a href=\"https:\/\/support.alteg.io\/hc\/en-us\/articles\/4868690447261-Transfer-of-funds-from-one-cash-register-to-another\">transferring funds<\/a>,<\/li>\n\n\n\n<li><a href=\"https:\/\/support.alteg.io\/hc\/en-us\/articles\/4868727535261-Items-of-expenditures-income-payment-articles-\" target=\"_self\" rel=\"noopener\">expenditure and income items<\/a>;<\/li>\n\n\n\n<li>creating <a href=\"https:\/\/alteg.io\/en\/support\/knowledge-base\/categories\/working-with-suppliers-and-partners\/\">suppliers and partners<\/a>;<\/li>\n\n\n\n<li>creating <a href=\"https:\/\/support.alteg.io\/hc\/en-us\/articles\/4868705841437-New-transaction\">new transaction<\/a>;<\/li>\n\n\n\n<li>financial reports;<\/li>\n\n\n\n<li><strong>in addition<\/strong>: setting up the <a href=\"https:\/\/alteg.io\/en\/support\/knowledge-base\/4868762627613-acquiring-fee\/\">acquiring fee<\/a> and <a href=\"https:\/\/support.alteg.io\/hc\/en-us\/articles\/4868787164061-Setting-non-fiscal-receipt-\">receipt<\/a>.<\/li>\n<\/ul>\n\n\n\n<ol start=\"2\" class=\"wp-block-list\">\n<li>To configure <strong>automatic payroll calculation<\/strong> for your team members, you will need to take a few steps:<\/li>\n<\/ol>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Create\u00a0<a href=\"https:\/\/alteg.io\/en\/support\/knowledge-base\/238999\/\">calculation rules<\/a>.<\/li>\n\n\n\n<li>Create\u00a0a <a href=\"https:\/\/alteg.io\/en\/support\/knowledge-base\/4861556206365-how-to-set-a-calculation-chart\/\">calculation chart <\/a>and attach it to team members.<\/li>\n\n\n\n<li>Start working with <a href=\"https:\/\/alteg.io\/en\/support\/knowledge-base\/categories\/calculation-and-accrual\/\">payroll<\/a>.<\/li>\n\n\n\n<li>Add accounting for\u00a0<a href=\"https:\/\/alteg.io\/en\/support\/knowledge-base\/4867677239965-rewards-and-penalties\/\">bonuses and penalties<\/a>.<\/li>\n\n\n\n<li>For complex salary calculation charts create <a href=\"https:\/\/alteg.io\/en\/support\/knowledge-base\/4861534793629-how-to-set-calculation-criteria\/\">additional criterias<\/a> and set up a salary chart when <a href=\"https:\/\/alteg.io\/en\/support\/knowledge-base\/4861531490205-creating-new-calculation-criteria\/\">criterias are met<\/a>.<\/li>\n\n\n\n<li>To simplify the payroll setup, follow the <a href=\"https:\/\/alteg.io\/en\/support\/knowledge-base\/236209\/\">instructions<\/a> (if you are using the standard payroll scheme)<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[63],"doc_tag":[1447,1894,1879,1924,2014,1984,1864],"class_list":["post-1493","docs","type-docs","status-publish","hentry","doc_category-onboarding-altegio","doc_tag-appointment-calendar-en","doc_tag-financial-transactions-en","doc_tag-income-and-expenses-en","doc_tag-payroll-en","doc_tag-payroll-charts-en","doc_tag-payroll-rules-en","doc_tag-suppliers-and-partners-en","entry"],"aioseo_notices":[],"year_month":"2026-04","word_count":131,"total_views":"182","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"ivan.k","author_nicename":"altegio","author_url":"https:\/\/alteg.io\/en\/author\/altegio\/"},"doc_category_info":[{"term_name":"Onboarding Altegio","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/categories\/onboarding-altegio\/"}],"doc_tag_info":[{"term_name":"Appointment Calendar","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/appointment-calendar-en\/"},{"term_name":"Financial Transactions","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/financial-transactions-en\/"},{"term_name":"Income and Expenses","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/income-and-expenses-en\/"},{"term_name":"Payroll","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/payroll-en\/"},{"term_name":"Payroll Charts","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/payroll-charts-en\/"},{"term_name":"Payroll Rules","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/payroll-rules-en\/"},{"term_name":"Suppliers and Partners","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/suppliers-and-partners-en\/"}],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/1493","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/comments?post=1493"}],"version-history":[{"count":3,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/1493\/revisions"}],"predecessor-version":[{"id":278890,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/1493\/revisions\/278890"}],"wp:attachment":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/media?parent=1493"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/doc_category?post=1493"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/doc_tag?post=1493"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}