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Employee Management - Backdated Adjustments for Reimburse Travel

Created on  | Last modified on  Highlight Matches

Summary

Backdated Adjustments for Reimburse Travel on Sage 300 People

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. 

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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.

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No effect will take place on the taxable values if the adjusted was made on 3702 set as Never.

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