Support Knowledgebase

Leave & Attendance 5

• Does Opfin support Leave Encashment during Exit?
• What are my options for maintaining leave and attendance?
• How do we bulk update the leave balance for our employees?
• How does loss of pay for unpaid/excessive leave work?
• How does biometric integration for attendance work?

Documents 1

• How can I make a document visible for my entire organization?

Compliance Related (TDS, PF, PT, ESI, Form 16 etc) 15

• When will my employees get their Form 16?
• Can Opfin handle our PF/ESI/PT/TRACES registration?
• How do we register our employees for PF?
• Can my organization postpone its Tax Deductions verification?
• I am an employee and I have received an email that Opfin has changed/removed by tax declaration. Why is that?

View all 15

Payments 5

• Can we change the payment narration on the bank account statement?
• A payment from Opfin failed. How do we process it now?
• A payment was made through Opfin but is not reflecting in the beneficiary's account
• How do we transfer funds to XPayroll?
• Can XPayroll process payroll and transfers on (bank) holidays/weekends?

People 8

• Employee Onboarding Checklist
• Executing your First Payroll on Opfin
• How do I enable/disable employee login?
• A payment from Opfin is stuck in "In Progress" status
• What is the difference between an employee and a contractor?

View all 8

Reimbursements 2

• How can I pay reimbursements to my employees?
• Can we give provide cash advance against future reimbursements (imprest)?

Payroll 14

• How can I skip payroll for an employee?
• How do I dismiss an employee?
• When and how do employees get their Form 16?
• How can we execute payroll for just 1 employee?
• Can I withhold an employee's salary for a month, and pay it later?

View all 14

Billing 2

• Is GSTIN mandatory for invoices?
• I have been getting invoices for so long, why is it failing now?

Letters 1

• How can I add letter head, tables, lists, etc to my template?

Insurance 18

• What are the prerequisites for an organization to use Insurance?
• What are the different insurance plans available?
• Can we opt to cover family members?
• Can I take the policy for specific employees?
• Can I take the policy for specific family members?

View all 18

QuickBooks 8

• What are the steps to be followed for this integration?
• I have done the integration. When do I see the entries being made into QuickBooks?
• When are the entries synced with QuickBooks?
• How do I disconnect the integration with QuickBooks?
• What type of entries does XPayroll make into QuickBooks?

View all 8