Every PayTrove feature shown in this guide, in alphabetical order, with the steps that show it. Features new in release 22 are marked (new).
| Feature | Steps |
|---|---|
| /api/ai/* (settings, memo, payslip, letter, ask, summarise, usage, prompts) | 22.10 Set up AI assistance; 22.14 The AI usage log; 22.15 The prompt library |
| /api/billing | 22.6 Bill your clients |
| /api/documents (evidence and receipts) | 5.9 Keep evidence on the employee's file; 7.6 Record a remittance |
| /api/employee-components | 5.8 Add allowances and deductions to an employee |
| /api/journal (payroll journal) | 6.16 The journal for your ledger |
| /api/me, /api/logout | 1.9 The Overview page |
| /api/subscription | 23.1 When all your admin seats are in use |
| /api/sync (offline replay), /api/sync/bundle, /api/sync/settings | 22.19 Changes made offline wait to be sent; 22.20 When an offline change clashes; 22.21 The company's offline policy |
| /api/tenants (list, switch) | 22.2 Switch between companies |
| Access rules for roles and self-service | 3.4 The users list and the four roles |
| Accommodation benefit cap; loss-of-office exemption; gratuity | 4.1 Create a pay component; 10.2 Work out the settlement |
| Account checked with the bank (name enquiry recorded); warning when an account changed and is not checked (new) | 14.3 Record the name the bank returned; 14.2 A changed account that has not been checked |
| AI assistance page: Ask PayTrove, Usage log, Prompt library | 22.13 What AI assistance does; 22.14 The AI usage log; 22.15 The prompt library |
| All payslips (PDF); payslips ZIP | 6.12 Payslips as PDF files |
| Annual return summary and state schedules | 20.4 The exported employer summary; 20.5 A downloaded state schedule |
| Annual returns: deadlines, employer summary (export), per-state schedules (export) | 20.1 Annual returns; 20.2 A state's schedule; 20.4 The exported employer summary; 20.5 A downloaded state schedule |
| Approval in one step; a run left 'approving' (Finish approval, Return to draft) (new) | 15.2 An approval that did not finish; 6.8 Approve the run |
| Audit log: tabs All/Payroll runs/Employees/Settings, Export | 19.4 The audit log; 19.5 Filter the audit log |
| Back pay (arrears) as a one-off | 10.6 Pay back pay (arrears); 10.7 Back pay on the payslip |
| Bank code on the employee record; bank names list (new) | 5.3 Health insurance and bank account, then save |
| Bank payment file | 6.13 The bank payment file |
| Barbados | 22.13 What AI assistance does |
| BookTrove connection (token sealed, chart of accounts fetched) (new) | 17.1 The Ledger & BookTrove page; 17.2 Connected |
| Calculation errors block approval (₦0 or 0% orders, bad months, bad figures, schedule staff with no pay per period) (new) | 15.1 Calculation errors block approval |
| Calculation notes (relief not claimed without evidence, order carried as arrears, loan with no instalment) (new) | 6.2 Read the checks on the draft; 9.5 The February draft |
| Client billing: stats, clients and fees, invoices (raise, lines, issue, PDF, mark paid, void), people in the practice, practice details | 22.6 Bill your clients; 22.7 Raise the month's invoices; 22.8 Issue an invoice; 22.9 The invoice PDF |
| Company rule set (higher pension rates, development levy) (new) | 21.2 A company rule set: a higher employer pension |
| Company switcher (tenants) | 22.2 Switch between companies; 22.1 Sign in to several companies |
| Daily-rated PAYE (average paid month), statutory defaults, payslip, bank file, register, journal, annual return | 6.11 A casual worker's payslip, and how their PAYE is worked out; 6.10 Casual workers on the run; 6.13 The bank payment file; 6.15 The payroll register; 6.16 The journal for your ledger; 20.3 Casual workers on the annual return |
| Development levy by state: rates table, company figures, switch in Settings (new) | 21.5 The development levy by state; 21.6 Switch on the levy by state |
| Draft run: days worked for daily-rated workers (single entry, fill blanks, days template, import days) | 6.3 Enter the days worked by casual workers; 9.3 Import the month's days from a spreadsheet; 9.4 Import the days |
| Draft run: master-data refresh and Recalculate | 6.4 The draft picks up corrected records; 6.2 Read the checks on the draft |
| Earlier employer this tax year (mid-year joiner): register, PAYE working, never refunded (new) | 12.5 Record pay from an earlier employer; 12.6 The earlier employer on file; 12.7 The joiner's PAYE; 20.7 An earlier employer on the return |
| Email payslip notices from an approved run (new) | 6.14 Paying, notifying and posting |
| Email: status in Settings, payslip notices (secure link, no figures), deadline alerts and recipients (new) | 16.1 Switch on the emails; 16.2 When email is not set up; 16.3 The payslip notice; 16.4 The daily deadline digest |
| Employee on a schedule with pay per week or fortnight (new) | 13.2 Put an employee on the schedule |
| Employee record: allowances & deductions (per-employee pay components, one-offs) | 5.8 Add allowances and deductions to an employee; 9.2 Pay one-off overtime; 10.6 Pay back pay (arrears) |
| Employee record: daily-rated casual worker (daily rate, pension and NSITF switches) | 5.5 A daily-rated casual worker |
| Employee record: evidence on file (upload, download, remove) | 5.9 Keep evidence on the employee's file |
| Employee record: Final settlement button | 10.1 Start the final settlement |
| Employee record: HR letter drafts (AI) | 22.13 What AI assistance does |
| Employee record: loans & salary advances, write-off | 8.7 Give a staff loan or salary advance |
| Employee record: pay agreed as take-home (net-to-gross) | 5.4 Pay agreed as take-home (net) |
| Employee record: person, employment, pay & statutory, NHIA, bank | 5.1 Add an employee: person and employment; 5.2 Pay and statutory details; 5.3 Health insurance and bank account, then save |
| Employees list: tabs All/Active/On leave/Flagged/Inactive, Ready column, Before your next run | 5.7 Check the employee list before the first run; 10.4 Mark the leaver inactive |
| Employees: CSV template, Import, Export | 5.6 Import many employees from a spreadsheet; 5.7 Check the employee list before the first run; 10.4 Mark the leaver inactive |
| Employer 13-digit Tax ID in Settings; old TIN kept (new) | 2.1 Record the company profile |
| Employer levies (NSITF / ITF) | 7.5 The employer levies: NSITF and ITF |
| Faster runs: every kind of record read once per run; lines saved in one batch, whole or not at all (new) | 6.4 The draft picks up corrected records; 13.4 The weekly run |
| Form H1 download layouts: LIRS eTax, generic, custom column map per state (new) | 20.8 Choose a state's download layout; 20.9 The Lagos schedule in the LIRS eTax layout; 20.5 A downloaded state schedule |
| Form H1: relief columns, Tax IDs and warnings, earlier employer (new) | 20.1 Annual returns; 20.6 Reliefs on the return; 20.7 An earlier employer on the return |
| Garnishment arrears and the one-third deduction limit | 8.9 Orders and the remittance schedule; 8.8 Add a court, tax or co-operative deduction |
| Garnishment payees | 8.9 Orders and the remittance schedule |
| Garnishment remittance schedule CSV | 8.9 Orders and the remittance schedule |
| Garnishments: add order, list, deduction limit, attach order, suspend/end, remittance schedule | 8.8 Add a court, tax or co-operative deduction; 8.9 Orders and the remittance schedule |
| Invitations by email (set-password link, 72 hours) (new) | 3.2 Invite someone by email; 3.3 The invitation email |
| ITF (annual, accrued monthly) | 7.5 The employer levies: NSITF and ITF; 7.7 The ledger after paying |
| Journal for the ledger | 6.16 The journal for your ledger |
| Leave owed at the leaving date (pro rata, with working) | 10.2 Work out the settlement |
| Leave: Balances tab (adjust, carry over, export) | 8.5 Leave balances; 8.6 Adjust a leave balance |
| Leave: Leave types & holidays tab (edit/add type, add/remove holiday) | 8.1 Set the leave policy; 8.2 Leave types and public holidays |
| Leave: Requests tab (approve, decline, cancel), Book leave | 8.3 Approve a leave request; 8.4 Book leave for an employee |
| Ledger account mapping; the CSV journal uses it (new) | 17.1 The Ledger & BookTrove page; 17.4 Map the accounts; 17.7 The journal with account codes |
| Make available offline; offline banner | 22.16 Make your data available offline; 22.18 Working without a connection |
| My details (self-service) | 18.3 Update my contact details |
| My leave (self-service): balances, request, withdraw, holidays | 18.2 Request leave |
| My payslips (self-service), PDF | 18.1 My payslips |
| NHF | 7.4 The NHF schedule; 7.7 The ledger after paying |
| NHF schedule | 7.4 The NHF schedule |
| NIBSS bulk payment file with bank codes; bank layouts (GTBank, Access, Zenith, First Bank, UBA, custom) (new) | 6.13 The bank payment file; 14.1 Choose the payment file layout |
| NSITF | 7.5 The employer levies: NSITF and ITF; 7.8 Overdue remittances |
| Off-cycle and 13th-month runs with incremental PAYE and its working | 11.1 Create a bonus run; 11.2 Check the PAYE on the bonus run; 11.3 The bonus payslip |
| Offline page: attention, waiting, copy, history, company policy | 22.17 The Offline page; 22.19 Changes made offline wait to be sent; 22.20 When an offline change clashes; 22.21 The company's offline policy |
| Overview (dashboard): tiles, What's due next, PAYE by state, Latest payroll run | 1.9 The Overview page; 1.10 The latest payroll run on the Overview; 19.3 The Overview at the end of the quarter |
| Paid versus run: import the bank's response or statement; paid, part-paid, failed, not in file, over-paid (new) | 14.4 The bank's response; 14.5 Paid versus run |
| Password reset: request, email, new password, done | 1.6 Forgotten your password? Ask for a link; 1.7 Open the email; 1.8 Choose a new password |
| Pay components: list, new/edit component, tax treatment, remove | 4.1 Create a pay component; 4.2 The company's components |
| Pay schedules (weekly, fortnightly) in Settings (new) | 13.1 Add a pay schedule |
| PAYE calculator: gross-to-net, bands, salary split, net-to-gross | 19.6 The PAYE calculator; 19.7 The calculator's workings; 19.8 Work out the gross for an agreed take-home |
| PAYE engine: NTA 2025 bands, cumulative PAYE, rent relief, minimum-wage exemption, refunds | 6.7 How PAYE was worked out: a worked example; 19.7 The calculator's workings; 6.9 The line items; 10.3 Approve the settlement run |
| PAYE per state IRS | 7.1 The remittance ledger after approval; 7.2 The PAYE schedule by state |
| PAYE schedule (by state) | 7.2 The PAYE schedule by state |
| Payments to vendors and consultants: register, WHT, missing Tax ID flag, schedule on the return, CSV (new) | 20.10 Record a payment to a vendor or consultant; 20.11 The vendor payments register; 20.12 The vendor schedule on the return; 20.13 The vendor schedule file |
| Payroll register | 6.15 The payroll register |
| Payroll run: approve, recalculate a changed draft, override with a reason | 6.8 Approve the run |
| Payroll run: checks, items to check, approval memo, totals, downloads, line items | 6.2 Read the checks on the draft; 6.5 Write the approval memo; 6.6 Review the totals; 6.9 The line items |
| Payroll run: Compare with last run | 9.5 The February draft; 9.6 What changed since January |
| Payroll run: discard draft | 6.2 Read the checks on the draft |
| Payroll run: reverse an approved run | 11.4 Reverse a run approved with a mistake; 11.5 The reversed run, then the corrected one |
| Payroll runs list; New payroll run (regular, off-cycle, 13th month) | 11.6 All runs so far; 6.1 Create the run; 11.1 Create a bonus run |
| Payslip explanation (AI) on payslip and My payslips | 22.13 What AI assistance does |
| Payslip page: payslip, Download PDF, Print | 6.7 How PAYE was worked out: a worked example; 6.12 Payslips as PDF files; 9.8 Unpaid leave and overtime on a payslip; 10.7 Back pay on the payslip |
| Pension (PFA via PSSP) | 7.6 Record a remittance; 7.3 The pension schedule for PCRS |
| Pension schedule (PCRS) | 7.3 The pension schedule for PCRS |
| Practice view; Prepare runs for several companies | 22.3 The practice view; 22.4 Prepare runs for several companies; 22.5 The drafts are ready |
| Pre-approval anomaly checks (errors and warnings) | 6.2 Read the checks on the draft; 9.5 The February draft; 10.5 The March payroll and its checks |
| Proration for mid-month joiners and leavers | 9.7 A new joiner, prorated; 10.5 The March payroll and its checks |
| Re-pay file for what is still owed (new) | 14.6 The re-pay file; 14.5 Paid versus run |
| Reliefs in PAYE, on the payslip page and PDF, and on the annual return (new) | 12.4 Reliefs on the payslip; 20.6 Reliefs on the return |
| Reliefs register (NHIA, life assurance or annuity, mortgage interest) with evidence rule and withdrawal (new) | 12.1 Add a relief; 12.2 A relief without evidence is not claimed; 12.3 Attach the evidence when it arrives; 5.10 Reliefs, earlier employer and the deductions statement |
| Remittance due dates | 7.1 The remittance ledger after approval |
| Remittances: record a remittance, attach receipt scans | 7.6 Record a remittance |
| Remittances: totals, tabs All/Outstanding/Overdue/Remitted, year, Export | 7.1 The remittance ledger after approval; 7.7 The ledger after paying; 7.8 Overdue remittances |
| Repair an approved run missing its obligations or balance movements (new) | 15.3 Repair an approved run |
| Reports: Cost by department | 19.1 Cost by department |
| Reports: Cost to employ | 19.2 Cost to employ |
| Reports: Variance | 9.6 What changed since January |
| Require the government receipt itself before a remittance is recorded; file count on the ledger (new) | 7.9 Require the receipt itself; 7.10 Recording a payment without the receipt is refused; 7.11 The file count on the ledger |
| Scheduled sender paytrove-cron (digests, queue, purge) (new) | 16.1 Switch on the emails; 16.4 The daily deadline digest |
| Send to BookTrove: refused until mapped; status and entry number; Check status (new) | 17.3 Sending is refused until everything is mapped; 17.5 Send the run to BookTrove; 17.6 The BookTrove entry number |
| Settings: AI assistance card (provider, model, key, Azure/compatible fields, who may use, limits, minimisation, acknowledgement, switch on, test, remove key) | 22.10 Set up AI assistance; 22.11 Acknowledge, switch on and test; 22.12 Azure OpenAI settings |
| Settings: change password | 3.9 Change your own password |
| Settings: company profile, sector, turnover, salary account | 2.1 Record the company profile |
| Settings: offline working link | 22.22 Where to find the offline policy |
| Settings: pension rates, record retention, save | 2.4 Pension rates and record keeping, then save |
| Settings: salary structure (split) | 2.2 Set the salary structure |
| Settings: statutory numbers, development levy, NHIA, group life | 2.3 Enter the statutory registration numbers |
| Settings: which statutory rules apply | 2.5 Check which statutory rules apply |
| Settlement: form, preview, create settlement run | 10.2 Work out the settlement; 10.3 Approve the settlement run |
| Sign-in page (email, password, company chooser, Forgot password link) | 1.4 Sign in with your email and password; 22.1 Sign in to several companies |
| Single sign-on from troveuniverse.com (first administrator) | 1.1 Open PayTrove from troveuniverse.com |
| State development levy | 7.8 Overdue remittances; 20.4 The exported employer summary |
| Statutory deductions statement (self-service and staff), with remittance status, receipts and PDF (new) | 18.4 My tax statement; 18.5 The statement as a PDF; 5.10 Reliefs, earlier employer and the deductions statement |
| Statutory rates page: rates in force on a date, PAYE bands, rule sets (new) | 21.1 The rates in force; 21.4 Check the rates for a future date |
| Subscription banner and plan-limit refusals | 23.1 When all your admin seats are in use; 23.2 After buying more seats; 1.9 The Overview page |
| Subscription status, seat and employee limits, usage reporting | 23.1 When all your admin seats are in use; 23.2 After buying more seats |
| TroveUniverse-wide rule set (minimum wage, bands and other rates) by rates administrators (new) | 21.3 A TroveUniverse-wide rule set: a future minimum wage |
| Two-factor: code at sign-in, recovery-code option | 1.5 Enter the code from your app |
| Two-factor: manage (status, new recovery codes, move to a new phone) | 3.8 Your own two-factor page |
| Two-factor: set-up intro, QR code, recovery codes | 1.1 Open PayTrove from troveuniverse.com; 1.2 Link your authenticator app; 1.3 Save your recovery codes |
| Unpaid and part-paid leave in the run | 9.8 Unpaid leave and overtime on a payslip |
| Users: roles help, list, add, edit (role, reset password, remove), Reset 2FA | 3.1 Add a staff login; 3.4 The users list and the four roles; 3.5 Change a login's role, reset its password or remove it; 3.6 Give an employee self-service access; 3.7 Reset someone's two-factor |
| Weekly and fortnightly runs: period from the schedule, cumulative PAYE in periods, payslip frequency (new) | 13.3 Create a weekly run; 13.4 The weekly run; 13.5 The weekly payslip; 11.6 All runs so far |