How to create and configure a new Benefit Code
Benefit codes are created in the Earning Benefit Types code tables.The code is defined on the top Earning Benefits Types grid.Start by creating a new record on the top, using…
How to create and configure a new earning code
Earning codes are created in the Earning Benefit Types code tables.The code is defined on the top Earning Benefits Types grid.Start by creating a new record on the top, using…
How to adjust a Salary Account in the GL Entry Module
It is only necessary to consider these steps for secondary accounts flagged as Salary.The GL Budget module uses the ‘Salary’ flag to determine whether accounts should be viewed/edited in the…
New Year Rollover Process Summary
1.3.0.1 Jan 7 2020Every facility will have some changes to the standard rollover process. We recommend creating a Rollover Process manual and use it as a reference updating as required.Our…
How to implement Multi-Year Budget Entry
1.3.0.1All Base and Future GL and Salary Budget Years must be active and contain data.1. Non-Salary Multi-year Budget EntryGL BudgetUsing the check boxes select Budget Versions to include in the…
How to create a test Budget Version
1.3.0.1 Jan 7 20201. Set Budget Version and Salary Budget Version to Active: Uncheck Inactive Flag:Uncheck Inactive Flag:2. Copy GL Budget – GL Budget UtilitiesGL Budget Utilities – AA: Utilities…
How to Freeze a Budget Version
1.3.0.1 Jan 7 2020Freezing a GL Budget Version:Table:Settings: Inactive: Flag to set Budget Version as inactive.Frozen GL Period: If checked the GL Period distribution entry will not be allowed.Frozen Pay…
How to enable or disable the use of the Reason Type System
1.3.0.1 Jan 7 2020If you plan to use the Reason Type System you have to first add records to the dictionary which can be found at Reason Types Dictionary.You have…