Payroll Details view (Employee cards only)

Card Information window

Cards Overview > Creating cards > Payroll Details view

If you're creating an employee card, it's very important that you fully set up the employee's payroll information before you begin writing paychecks to the employee. Also, before you enter payroll information about an employee, be sure your payroll linked accounts and payroll categories are properly set up. See Payroll Categories Overview to learn about payroll categories.

Your selections in these windows are very important because they are the key components in determining the employee's net pay amount. Without complete and accurate entries, payroll calculations will be incorrect.

Choose a work code and residence code that will be used when calculating amounts on a paycheck and enter other employment information for your employees using this view. A work and residence code must be selected in order to use an employee card on a paycheck. Use the Payroll Details view to access the Employee Payroll Information, Pay History, Time Billing Employee Setup and AccrualBalances windows. (A residence code and work code must be entered in the Tax Table field in order to open the Employee Payroll Information window.)

When you click the Info button to open the Employee Payroll Information window, you can assign wages, deductions and employer expenses.

Click the History button to open the Pay History window. Use the window to enter pay history for the pay periods that occurred before you started using AccountEdge. When you start recording paychecks using AccountEdge the amounts of the paychecksare automatically added to this window and are displayed on some reports.

Warning: If you change a card's pay history

 AccountEdge uses the figures displayed in the Pay History window on some reports. If you change a card's pay history in this window, keep in mind that the change you make may not accurately reflect your actual totals.

Use care when making changes to the amounts displayed in this window. If you make a change and then want to use the previous amount, AccountEdge can't automatically reconstruct the monthly totals.

When you click the Accruals button accrual balances will be displayed. Carry-over amounts can be changed, if necessary.

If the rate you charge for time billing activities depends upon the employee who performs the activity, you can assign an activity rate to your employee cards by choosing the Time Billing button. You can also track the cost of performing activities by entering an estimated cost per hour for your employees.

Click below for the step-by-step procedure:

To enter payroll details (employees only)

Cards Overview - Buying Details view (Card Information window)