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Prepare payroll for your accountant

Email a pay-period payroll summary — hours, tips split by card and cash, and commission — straight to your accountant as PDF and CSV.

Updated Aug 14, 2026

Owneli doesn't run payroll — it prepares it. From the Payroll & commission report, Send to accountant emails a formatted PDF plus a CSV of the pay period: clocked hours, wage estimates, tips split card vs cash, and commission, one row per employee. Your accountant applies overtime rules and tax withholding from there.

Admin or owner access is required.

How do I send payroll to my accountant?

Approve the period's timesheets first

The report is built from timesheet records. Approve the weeks in Timesheets so the hours are authoritative, not provisional — see Shifts, timesheets, and time off.

Open the report

Growth → Reports → Payroll & commission, and set the date range to your pay period.

Click Send to accountant

Enter the recipient email addresses (up to 10) and an optional note. Recipients you enter are remembered as the default for next time.

Send

Each recipient gets an email with two attachments: a formatted PDF summary and the same breakdown as a CSV for import into payroll software.

What's in the file

ColumnMeaning
Hours workedClocked timesheet hours for the period
Hourly rate / WagesRate × hours; "not set" if the member has no rate
Tips — card / cash / totalTips split by how they were received
Total payable (excl. tax)Wages + tips + commission earned in the period

When your compensation settings fold them in, the file also carries a minimum-wage true-up column and a deferred-commission overtime premium column; otherwise those live on a separate compliance worksheet and are deliberately left out of these totals.

A House tip pool (unassigned) row appears below the total when tip-outs weren't attributed to a named employee — it isn't payable to anyone by name, but it must reach the accountant so redirected tip money doesn't exit payroll.

The report is raw inputs only. Overtime premiums, statutory holiday pay, and every tax withholding are your accountant's job to apply — the totals here are pre-tax and pre-adjustment by design.

Common questions

Why are someone's hours missing or low?

Only timesheet records in the range count. Look for missed punches in Timesheets — a manager can add a manual entry — and make sure the week was approved.

Can I send it for one location only?

Yes — the report respects the active location filter, and the send uses the same scope you're viewing.

Where do the tip numbers come from?

From recorded sales in the period, split by tender. Cash tips only appear if they were rung through the POS.

Keep reading

Related

3
Shifts, timesheets, and time offSet the weekly template, override a single week, approve worked hours for payroll, and handle holiday requests.Commission and compensationHow Owneli calculates staff commission — rules, tiers, sale vs redemption recognition, and where every dollar is explained in the ledger.Export a report to CSV, Excel, or PDFUse the Options menu on any report to download CSV instantly, or a formatted Excel or PDF file — exactly the rows and filters you see.