How do I create a financial information flexi utility layout?

Sage Business Cloud Payroll Professional: This article is a guide on how to create a financial flexi utility layout

You may create Flexi Financial Information File Layouts to suit your specific requirements. These customised layouts can be copied, edited, viewed and deleted, per company.

These layouts are defined per company. If a layout is added, deleted or amended in any company, it will apply to that particular company. Layouts may be copied to another company, but the setups of both companies must be the same, otherwise errors will be generated during the validation process.

• From the Main Menu
• Click on Interfaces
• Select Flexi Utility
• Select Financial Information
• Select Control Screen
• Click on Add
• Enter a Layout Code and Description

NOTE: Customised layouts can be identified by a layout number of up to 6 digits, consisting of any of the following characters: A-Z, a-z, or 0-9, and a layout name of up to 35 characters. No duplicate codes are allowed.

• Click Add

EXAMPLE:

 

• Double Click on Column 1- 25, Line 3

• When you click on a Column, a CSV Field Lookup Screen will display all the available fields from where you can make their specific selections:

            Available Fields include:

• Earnings
• Deductions
• Company Contributions
• Calculated Fields
• Perks Tax Fields
• Own Fields
• Shifts
• Total Hours

NOTE: * Indicates Earnings, Deductions and Calculation lines that could have Methods of Calculation

• When you select any of these fields, a Field to Update Screen will be displayed.
• Here you indicate the Item to Update, Fixed, Amount or Method
• Time Column Options
• Update Action, Override or Accumulate

 

• Click Save
• Click Save to Return to the Main Menu
• Click Cancel