Company details and payslip branding
E·BIZI Pay reads your company details rather than owning them. They live on your company profile in E·BIZI Works, and that is where your SARS registrations, your salary bank account and the logo on your payslips are set.
Open the company profile
The quickest route is from E·BIZI Pay. When something on the profile is missing, the orange warning above the payroll rows carries an Update company details link that takes you straight there and back again.
Otherwise go to E·BIZI Works, open the company, and choose the company profile. The page is headed Company profile, and it saves with Save changes at the foot.
Your logo and theme go on payslips
Under Branding, choose Upload logo and pick a Document theme.
The logo appears on payslips and on anything else E·BIZI generates for you. Use a PNG, JPEG or GIF. Anything larger than 600 pixels on its long edge is scaled down for you, so a big file is not a problem, but a logo with a transparent background sits better on a white payslip than one with a coloured box around it.
The theme is a colour: Blue, Green, Charcoal, Purple, Orange or Red. It sets the accent on generated documents. Blue is the default.
Both are optional. A payslip with no logo is still a valid payslip.
SARS payroll registrations
Under SARS payroll registrations: PAYE reference, UIF reference, SDL reference, Labour UIF number and COIDA reference.
These are the ones E·BIZI Pay leans on hardest, and the two that stop work outright are the PAYE reference, without which Generate EMP201 does nothing, and the Labour UIF number, without which the UIF declaration cannot go out. Each is format checked as you type, so a mistyped reference is rejected there rather than three steps later.
The Labour UIF number is not the SARS UIF reference. One comes from the Department of Labour and one from SARS, and they look nothing alike. See the UIF declaration and certificate of service.
For what each registration is and how to get one, see registering as an employer with SARS.
The bank account salaries come out of
Under Bank account: Bank, Branch code, Account holder, Account number and Default Bank File Format.
Choosing a bank fills in its universal branch code, which you can change if your branch differs.
Default Bank File Format is the one the download dialog opens on each month. Set it to what your bank actually accepts and you never think about it again; get it wrong and every bank file is rejected on import until you change it. See generate a bank file.
This is the company's account, the one money leaves from. Each employee's own account is on their record. See banking details.
Industry
Industry is your SIC classification, and it feeds some statutory payroll reports. E·BIZI Pay warns "No industry set" above the payroll rows until you pick one.
Sole proprietors do not get this field.
Who the business is
Four sections at the top of the page carry it. Company information is the registered name and the entity type. Identification is the CIPC registration number or, for a sole proprietor, an ID number, plus the SARS income tax reference. Contact info is the email and phone. Physical address is the address.
The address and the income tax reference are not decoration. They print on the certificate of service, and the income tax reference is one of the things Generate EMP201 checks for before it will produce anything.
Some fields lock
Entity type locks once a financial transaction has been posted, and the page says so under the field.
Tax & financial at the foot of the page shows VAT category and financial year-end read only. They are set when you enable your accounting and they are not E·BIZI Pay's to change.