When you’ve run payroll in Salary or Zenegy, the goal in Payfriend is: payroll document fetched, booked (or ready to approve), and related bank items matched (net pay, tax, contributions, ATP, holiday pay, pension — depending on setup).
Before you start
Payroll run completed in Salary/Zenegy
Bank connected (recommended)
Accounting connected
Steps
1. Wait for fetch
Payfriend pulls the payroll document after the run. Open Payroll and confirm the new run/document is visible.
2. Review the document
Check period, totals, and correct company/run.
3. Book or approve
Depending on booking mode: auto-book or manual approval.
4. Match the bank
When net pay and withholdings hit the bank:
Go to Bank
Find the matching transactions
5. Clear “needs attention”
When document + bank are done, Payroll/Bank badges should drop.
Check that it worked
Payroll document exists for the run
Booked in accounting (after sync)
Relevant bank items reconciled
No unexplained difference on payroll accounts
Common issues
Symptom | Cause | Fix |
No document | Integration / timing | Wait; check connection |
Bank missing items | Pay not released yet / wrong account | Wait for pay day; check account selection |
Partial match | Multiple withdrawals | Match each withdrawal |
Badge remains | One unmatched line | Review Payroll queue line by line |
Next steps
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