Importing your Staff Costs from Procountor

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.

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

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

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.

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.

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.

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

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.

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.

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

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

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.

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.

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.