Employee Deductions
It is easy to set up and manage employee pay deductions in PinvoiceR and this is done from an employee's record in the system.
Firstly find the relevant employee's record and then from the main screen click the Deductions tab and then click the Add New Deduction button.
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Enter the required information for the deduction;
Explanation of Deduction Fields Name Internal Name for the deduction GL Account Code The General Ledger account code that you want to link the deduction to Deduction Bank The banking details that you want to link the deduction to - ie when set, this field will create the payment batch in your bank pay file to directly process the payment of the deduction as you pay the person - eg pay directly to Court for Court Fine Deductions Deduction Reference This is the reference text that you want on a person's payslip explaining the deduction Employment Contracts The fixed dollar amount per pay to deduct (ie use this or Rate/Pay for percentage - not both) Rate/Pay The percentage per pay that you want to deduct each pay - eg if gross wages were $1,000 and you set it a rate of 5% then $50 would be deducted for that pay Balance Where there is a finite amount that is being deducted - eg in the instance that they have been loaned money for $1,000 of Tools and once they have paid it all back there are no further deductions needed - note for this to function you need to set Recalc to Yes Type Set whether the deduction is to occur before or after tax Recalc This is used to adjust the outstanding balance of an owed deduction. Set it to yes and each time that a deduction is made it will adjust the balance owing to reflect the amount paid back and automatically cease deductions when the full total has been repaid. This process will also adjust the final payment amount - eg in the instance that the $/Pay is $100 and they only owe $10 then the deduction for the pay will be $10. Threshold Use this to set a threshold for gross wages so that deductions will only occur above that threshold Order This is used to order the added deduction tabs - set to 1 for first tab, 2 to second tab, etc Delete To remove the deduction
