Client Lookups

Client Lookups are dropdown/reference lists for a payroll that platforms can optionally extend or maintain themselves.

Chart of Accounts

The Chart of Accounts (account master) is the list of general ledger accounts a payroll can book to.

• Starting set: determined by the payroll's accountingData regulation (e.g. a country-specific KMU scheme)
• Sharing across payrolls: the Chart of Accounts is not shared across payrolls - each Payroll maintains its own, independently
• Changing an account number: possible any time - historical postings aren't affected retroactively
• Missing account: add it yourself - a new lookup value extends the chart of accounts with a new account number
• Deleting an account: only possible for accounts you added yourself, and only if not currently used on any wage type mapping

Cost Centers

Cost Centers break down salary expense, deductions and employer contributions per organizational unit instead of just per employee.

• Optional: per wage type and per payroll - but once used, every employee needs one assigned, and postings appear broken down accordingly
• Limit: only one cost center per employee
• In outputs: Cost Centers appear on the accounting posting document, alongside each booking line - see Outputs
• Changing data: add, update or delete a lookup value, any time
• Assigning per employee: via the employee's own case data - a cost-center field on their master data, not a separate screen
• Deleting: neither the API nor the frontend checks for existing references before deleting - check yourself to avoid a dangling reference

API Endpoints

Chart of Accounts & Cost Centers:

to Feature Map