Summary
Description
From 1 March 2019 changes were made on how reimbursements should be processed on the Sage 300 People system. The earning type discussed below can be used to process the portion of the reimbursive travel allowance that is either taxable or non-taxable
This guide will assist on how to correct reimbursement amounts that were captured incorrectly on the system.
Resolution
The current earning definition line that was used to process the reimbursive transactions should not be used to make the Backdated Adjustment on. Only amounts that were captured incorrectly can be adjusted retrospectively. A new earning definition needs to be set up to be able to make the adjustment. Click here for a guide on how to create the Earning Definition.
Once the earning definition is created and added to the Employee Definition screen the backdated adjustment can be done as follows:
From the Navigation pane:
Expand Employee Management
Expand Employees
Select Payslip Detail
Select Earnings
Select RTRV – Reimburse Travel
Then click on the backdated function.
Then close the screen, and Save your changes
The Year to Date taxable values will be adjusted to include tax if 3722 was set up as Normal.
No effect will take place on the taxable values if the adjusted was made on 3702 set as Never.