Overview

Create, view, and calculate standard deductions for Borrowing.

General

View or modify the calculation parameters for the selected deduction transaction.

Calculation order

View or modify the calculation order for standard deductions.

Posting

Set up account and dimensions for posting the deduction transaction.

Calculation

Start the calculation procedure for standard deductions.

Payroll lines

Open the Standard deductionform to view the deductions calculated for the deduction type Borrowingin the current calculation period.

Payment history

Open the Payment historyform to view the results of the calculation for the selected line of the standard deductions.

Print

Open a menu with the following item:

Standard bank deductions– Print the Standard bank deductionsreport.

Up

Move the selected line one position up.

Note
This button is available on the Calculation ordertab.

Down

Move the selected line one position down.

Note
This button is available on the Calculation ordertab.

Deduction code

Select the deduction code for the calculation.

Employee

Select the employee for whom the deduction is to be made.

Document

Enter the name and number of the reference document for the deduction transaction.

Document date

Select or enter the date of the reference document.

Start date

Select or enter the start date for payment of the deduction.

Finish date

Select or enter the end date for payment of the deduction.

Note
After entering the end date, the Deduction amountfield cannot be edited.

Deduction amount

Enter the total deduction amount.

Note
After entering the deduction amount, the Finish datefield cannot be edited.

Deduction amount over the period

Enter the deduction amount over the period.

Note
After entering the value for deduction amount over the period, the Deduction percentagefield cannot be edited.

Deduction percentage

Enter the deduction percentage.

Note
After entering the deduction percentage, the Deduction amount over the periodfield cannot be edited.

Recipient type

Select the deduction recipient type as Customer, Employee, or Vendor.

Deduction receiver

Select the deduction recipient code.

Account identification

Select the bank account used to transfer the deduction amount to the recipient.

Borrowing percentage

Enter the borrowing percentage.

Lucre calculation

Select this check box to calculate the material profit.

Sequence number

The sequence indicating the calculation order for the selected line.

Note
The sequence number is automatically updated when the calculation order is changed for the deduction codes on the Calculation ordertab.

Sequence

Select the calculation sequence code.

Note
The line is calculated according to the sequence code selected.

Period

Select the period when the deductions are collected from the employee from the following options:

• No

• Month

• Quarter

• Half-year

• Years

• Accumulated in total

Amount control

Select this check box to allow the control of the deduction amount.

Note
If this check box is selected, the deduction amount calculated for the employee cannot exceed the deduction amount for which the calculation is configured in the General options of standard deduction calculationform.

By-worker calculation

Select this check box to allow the internally combined work by the employee.

Note
When calculating the deduction as a percentage of the amount, the payment amounts are accounted for on the basis of the employee's place of work and internal combination.

Note

Enter a note describing the standard deduction for the employee.

Account type

Select the account type that specifies the type of account the deduction transaction is applied to from the following options:

• Ledger

• Customer

• Vendor

• Project

• Fixed assets

• Bank

• FA number

• Adv. holder

• Deferrals

• Petty cash

Account

Select the account number for the current account type.

Department

Select the department dimension code for the current transaction.

Cost center

Select the cost-center dimension code for the current transaction

Purpose

Select the purpose dimension code for the current transaction.