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Configuration Settings Introduction

Welcome to Citicon Payroll and Accounting Systems – Configuration Settings. This section serves as the foundation for setting up the core modules of the platform, helping your organization streamline operations, ensure accuracy, and maintain compliance across financial and HR processes.

The Configuration Settings are divided into two major categories: Finance & Accounting and HR & Payroll. Each section contains specialized modules that allow you to define and manage key data used throughout the system. From setting up your Chart of Accounts and defining Products and Services, to configuring Payroll Cutoffs and Salary Grades, every configuration ensures the system is tailored to your operational needs.

Whether you're onboarding the system for the first time or fine-tuning your configuration for efficiency, this guide will walk you through the purpose and setup of each module. It ensures that each data point—from VAT rates to holiday declarations—is properly structured for smooth and automated processing within the platform.

By understanding and managing these configurations, your team will be equipped to:

  • Establish a robust financial structure using modules like Pro Forma Entries, Vendors, Clients, and Billing Add-ons.
  • Build comprehensive payroll and HR settings such as Trip Reports, Contribution tables, and Overtime rules.
  • Customize and maintain data consistency across all business operations.

Finance & Accounting Modules

This group focuses on the configuration of your core accounting data to ensure financial clarity, legal compliance, and efficient reporting.

Modules include:

  1. Pro Forma Entries
  2. Chart of Accounts
  3. Vendors
  4. Clients

  5. Products / Services

    • Items
    • Bulk

  6. Units

  7. Projects

  8. Taxes

    • VAT
    • WHT

  9. Billing Add-Ons

  10. ACAP List
  11. Accounting Year

Each module allows you to define critical financial data elements that are reused in various transactions and reports. Proper configuration here ensures smooth operations in invoicing, costing, budgeting, and financial analysis.

HR & Payroll Modules

These modules support the configuration of human resources and payroll operations, helping ensure accurate payroll processing, contribution tracking, and compliance with labor regulations.

Modules include:

  1. Cutoff / Pay Period

  2. Salary Grades

    • Dump Truck
    • Transit Mixer
    • Pumpcrete

  3. Trip Reports

    • Dump Truck
    • Transit Mixer
      • List
      • Assignments
    • Pumpcrete

  4. Add-On Types

  5. Banks

  6. Contributions

    • SSS
    • PhilHealth
    • HDMF

  7. Compensation Tax

  8. Holidays

    • Rates
    • Declarations

  9. Overtime

  10. Night Differential

From defining salary structures and trip-based assignments to tracking government-mandated contributions and holiday rules, these configurations provide the flexibility needed for accurate, policy-compliant HR and payroll execution.

By the end of this section, you will have configured a system that is optimized for your organization’s structure, ensuring consistent data usage, simplified processing, and more insightful reporting across your financial and HR operations.

Let’s begin setting up your system the right way.

Explore Citicon Payroll and Accounting System Pro Forma Entries Configuration