Purpose
The purpose of this quick reference guide is to step through the process of creating Expense Pay Codes. The intended audience for this document are system administrators / standard users.Steps
Create a new Expense Pay Code record
Pay Codes are applied to Pay Transactions processed for an Employee. The Expense Pay Code record is used to define the Pay Codes for Expense payments made to a Payee. The record holds General Information and Pay Code Setup details. Create an Expense Pay Code by following the below steps:- Click on the App Launcher icon (See Figure 1).
- Go to the Pay Codes object by using the Search function (See Figure 2).
- Click on the New button (See Figure 3).
- Select Expense from the available record types and click on the Next button (see Figure 4).
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Populate the following required fields to provide the base details of the Expense Pay Code (see
Figure 5):
- Pay Code Name
- Description
- Pay Advice Description
- Pay Advice Sort Order
- Pay Rate Multiplier
- Invoice Taxable
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Populate the following optional fields as required:
- If Pay Transactions associated with this Pay Code will be invoiced to clients, populate the Invoice Name field.
- If Pay Transactions associated with this Pay Code are GST exempt, populate the GST Exempt checkbox .
- To exclude any transactions related to this Pay Code from the standard Pay Advice PDF, populate the Exclude From Pay Advice checkbox.
- Click on the Save button.
Expense Pay Codes CAN NOT be deleted if they have related records or are used in other
records. Deleting records is not recommended unless absolutely essential.
- To modify an existing Expense Pay Code record, open the required record and select the Edit button available on the top right side of the page. You can also double click within fields that need editing or just click on the pencil icon that appears within fields when hovering with your cursor.
- When complete, click on the Save button.