On this tab, you can enter general information about new document: employee, entity, department, currency.
The required fields are: Employee, Department, Currency, Transaction Type, and Entity.
The "Other Deductions (create)" form. The Main tab
In the Employee field, select the employee to be charged with the disbursements.
In the Department field, select the department of the employee.
<Auto> in the Number field indicates that a unique code will be assigned to document when you save it. You can edit this number if needed. The From field is populated with the current date, which you can change if needed.
In the Entity field, select the legal entity of your company for which this document is created. The Entity field is available if the Multi-Company Accounting option is selected on the Administration > Settings > General Settings form. The default entity for all users can be selected on the Accounting > Master Data > Entities form. Also, you can specify your personal default entity, for details refer to Personal Settings.
In the Currency field, select the currency in which deductions are applied.
In the Comment text box, you can provide any additional information that is relevant to this payroll deductions.
For your information, the current exchange rate and factor of the selected currency with respect to the national currency is shown (in blue font) to the right of the field.
The document totals and other Information
At the bottom of the form, the Total Deductions field shows the document total to be charged to the employee.
Also, at the bottom of the form, you can view the author of the payroll sheet and the current status of the document; it can be one of the following:
- New (document was created, but not recorded)
- Not Posted (document was recorded, but not posted)
- Posted (document was posted)
- Marked for Deletion (document was marked to be deleted)
The toolbar buttons
After filling out the form, click the Save button to save your work, or click Post to save and post the payroll sheet, or Post and close to save the payroll sheet, post it, and close the form.
For description of other buttons, refer to Document toolbar.