How do I delete reimbursive travel transactions for the previous period?

Summary

This article will provide you with guidance on how to delete reimbursive travel kilometer transactions loaded on the system in a previous period on Sage Classic, Sage Premier and Sage Business Cloud Payroll Professional

Description

You are required to delete reimbursive travel kilometers for an employee from the previous periods.

Resolution

CAUTION: Please make a backup before deleting reimbursive travel transactions. View the employees Reimbursive travel screen (RT) screen prior to deleting the reimburive travel transactions.

How do I delete all the previous reimbursive travel kilometer transactions?

NOTE: You will require the Support desk password (VIPSD) to delete all transaction on the RT screen. Please submit a Webform for assistance

From the Main menu
Click on Payroll
Select Payslip screen
Select the Employee code
Click on the RT button
Select the delete button
Select to delete all transactions

NOTE: By selecting delete all transactions the YTD+ values will also clear on the payslip screen including all the reimbursive travel transactions. You will need to do takeon or recapture the transactions on the payslip screen.

You will need to re-capture the travel transactions for the previous period, either manually on the payslip screen or via a takeon
To avoid paying this employee the previous travel kilometer earning again, you will need to load the reimbursive kilometer earning as a deduction on the payslip screen.

I have methods of calculations setup for my reimbursive travel km, how do I reverse a travel reimbursive km transaction for the previous period?

From the Main Menu
Click on Payroll
Select Payslip Screen
Select the Employee Code
Double click in the amount column of the reimbursive travel earning line
Select the method on file
In the unit block, enter a negative value for the reimbursive travel kms
Press enter
Click close on the method input box
Click on the RT block to confirm that the transaction has been reversed
If required, reload the reimbursive travel km transaction on the payslip screen
You will be required to reconcile the employees payslip, to ensure the employee is not over or under paid

NOTE: A batch layout can be created to load the reversal of the kilometers.

I do not make use of methods of calculations for my reimbursive travel km, how do I delete a travel reimbursive km transaction for the previous period?

NOTE: This process will be used when the earning line is setup as "Not Calc" for the earning type on the earning definition screen

From the Main Menu
Click on Payroll
Select Payslip Screen
Select the Employee Code
Click on the Earnings tab
Double click on the reimbursive travel earning line
Enter the kilometer as a negative value, as per the previous transaction
Enter the Comp.Rate as per the previous transaction
Click Close
If require, reload the reimbursive travel km transaction on the payslip screen
You will be required to reconcile the employees payslip, to ensure the employee is not over or under paid

Solution Properties

Solution ID: 210731094507843
Last Modified Date: Tue May 02 12:22:38 UTC 2023
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