Importing your Staff Costs from Procountor

Financial Reporting

In Calqulate, Staff Costs is the place to record your employee salaries and link them to your CAC. This article will show you how to import employee salaries from your payroll in Procountor, which are automatically linked to your Expenses, Cashflow Forecast and Profit & Loss in Calqulate.

Configuring staff costs settings in Calqulate for Procountor

Go to the left-hand menu and click on your account Settings > Integrations.

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In the Integrations tab, you can see your Procountor integration. To import your Staff Costs click Manage.

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Calqulate imports your chart of accounts from Procountor. There are accounting journals for each employee and their salary information which needs to be mapped as follows:

Gross Salaries

5000

Normal wages during working hours

Työssäoloajan normaalipalkat

5100

Additional payments and compensations

Lisät ja korvaukset

5200

Fees

Palkkiot

5300

Holiday pay and social security payments

Loma-ajan ja sosiaalipalkat

5400

Fringe benefits

Luontoisedut

5470

Received compensations for wages and salaries

Saadut korvaukset palkoista

5600

Management salaries and fees

Johdon palkat ja palkkiot

5700

Fringe benefits of management

Johdon luontoisedut

5770

Received compensations for management wages and salaries

Saadut korvaukset johdon palkoista

5800

Salaries and fees of shareholders and relatives

Osakkaiden ja omaisten palkat ja palkkiot

5900

Fringe benefits, shareholders/relatives

Osakkaiden ja omaisten luontoisedut

5960

Received compensations for salaries, shareholders/relatives

Saadut korvaukset osakkaiden ja omaisten palkoista

Employee Social charges

6000

Paid pensions

Maksetut eläkkeet

6100

Pension insurances fees, YEL

Eläkevakuutusmaksut

6290

Accrual during accounting period

Tilikauden aikainen jaksotus

6300

Social security payments

Sosiaaliturvamaksut

6400

Obligatory insurance fees

Pakolliset vakuutusmaksut

6500

Other insurance fees of personnel

Muut henkilöstön vakuutusmaksut

Employer Social charges

6000

Paid Pensions

Maksetut eläkkeet

6100

Pension insurance fees, YEL

Eläkevakuutusmaksut

6290

Accrual during accounting period

Tilikauden aikainen jaksotus

6300

Social security payments

Sosiaaliturvamaksut

6400

Obligatory insurance fees

Pakolliset vakuutusmaksut

6500

Other insurance fees of personnel

Muut henkilöstön vakuutusmaksut

Taxes

2920

Pay as you earn (PAYE) liabilities

Ennakonpidätys- ja stm-velka

Net Salaries

2950

Accrued salary expenses

Palkkojen siirtovelat

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In the same window, select the dates for the Integration settings for Staff costs. This date indicates how far in the past you wish Calqulate to import the employee and salary information from Procountor.

Select the dates for the Integration settings for Customer and Subscription data. This date indicates how far in the past you wish Calqulate to import the customer and subscription data from Procountor. Whilst this is not directly related to staff costs, it is a good time to set this up now.

Continue by clicking Save.

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Note: Your employees’ salaries will be imported from Procountor on the next sync. Your Procountor data source updates every hour on the hour in Calqulate. To see when your data source was last refreshed, go to Settings > Integrations

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Creating new departments in Staff Costs

Calqulate imports the employees’ names and salary information and automatically moves them into a department called Default. The following steps are to create the necessary departments for your team and edit each employee to move them to their department.

💡 Calqulate Tip: Your staff costs are usually the biggest single item in your CAC. That’s why you need to set up and analyse your staff costs by country, department, and employee.

Go to the left-hand menu and click on FINANCIAL REPORTING > Staff Costs. Click New Department and a new window appears.

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Complete the three mandatory fields, which can also be edited later, and click Save.

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The new department, e.g. Sales, appears in a new line in the staff cost table. Repeat the process until you have added all of your companies departments.

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Editing an employee to move them to their department

In this example, we’ll edit employee Sarah Jones, who is part of the Sales department.

Click the Action menu icon next to Sarah’s name and choose Edit employee.

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On this sheet, you can see Sarah Jones' salary information. Click Edit on the top ride side of the page.

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Fill in the employee’s Country, Department, and Job title (optional). You can also change this information later on. Click Save.

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The employee's information is now updated. Sarah's actual salary information is imported from Procountor and visible in Calqulate. Continue doing this with all of your employees until no one is assigned to Default anymore.

Note: You can see your employee's salary information in Calqulate. These rows must not be edited in Calqulate but in Procoutnor. Otherwise, there will be a lack of data between Calqualte and Procuontor. However, it is possible to adjust CAC and FTE since those do not affect Procuontors payments.

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Assigning CAC% for a monthly employee salary

Next, enter the CAC% for each month. This is the percentage of Sarah’s salary that will be included in the CAC calculations in Calqulate.

💡 Calqulate Tip: The salaries of sales and marketing staff are often 100% allocated to CAC. You should most likely assign part of your CEO’s and COO’s salaries to CAC as well. Read more about staff costs and building a CAC formula.

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Note: You can delete the Default department after you remove or reassign its employees to other departments. If you add a new employee to your Payroll in Procountor, they will be imported into a new Default department in Calqulate.


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