KUA IN EVERYDAY WORK
See how the work comes together.
Three illustrative scenarios show how Kua can help with a first payroll, several client teams and the invoices behind an independent’s income.
ILLUSTRATIVE SCENARIO / A GROWING TEAM
The first payroll starts before payday.
A team is bringing new people on while preparing its first payroll in Kua. Employee details sit in different files, and a new starter’s allowance still needs checking.
- Bring the employee list and supporting documents together. Ask people to complete the details the team needs.
- Prepare the payroll draft, check the new starter and allowance, and share the figures with the person responsible for reviewing them.
- After review, complete company payment setup before paying through Kua and follow the payment result.
The team has a payroll record it can return to, with the employee information, payslips and payment updates together when someone asks about their pay.
ILLUSTRATIVE SCENARIO / A CONSULTANT
Several clients. A clear next step for each.
A consultant helps several businesses with people administration and payroll preparation. Each client has its own team, records and person responsible for approving changes.
- Agree the work and the access needed with each client before handling their information.
- Work in the appropriate client context to review employee details and prepare the payroll information that client needs.
- Keep questions and follow-up with the relevant client, and involve their authorised reviewer before the work moves forward.
The consultant can return to the right client’s records and see what needs attention. The client keeps responsibility for its decisions and the access it grants.
ILLUSTRATIVE SCENARIO / AN INDEPENDENT
Keep the invoice with the work behind it.
An independent has completed one client project and is starting another. One invoice is still outstanding, and a payment has arrived for a different piece of work.
- Keep the client and agreed work together, then prepare the invoice for the work completed.
- Follow the outstanding invoice so it is clear which client needs a reminder.
- Record the payment received against the relevant invoice. Use the same record when reviewing income or answering a client’s question.
The independent can see what has been invoiced, what has been paid and what still needs following up, without piecing the picture together from old messages.
Explore Kua for independents · Explore invoices and expenses
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