Page tree

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Payroll Item Refund is used to process a refund of a Payroll Item for an employee. For example, a Payroll Item Refund would be necessary if an employee had an insurance deduction withheld for $80.00 and it should not have been deducted. The Payroll Item Refund allows you to reimburse the total amount or a portion to the employee and reduce the amount sent to the deduction company.

Image Removed

Image Added

To refund an employee, the amount must be set up in the employee's Payroll Item Error Adjustments field as a negative amount.  If having to deduct more money from the employee, the amount will need to be a positive.

Image Added

Once the amount is entered, go to Processing/Payroll Item Refund

Image Added

Click on 'DetailView' to show view the Payroll Item to be refunded Image Removedor 'Edit' to update the record

Image Added

Select the employee to be refunded by enter athe box.  Then  

Image Added

Then click on :

Image RemovedImage Added

Bank Account:  Can use the  to select Bank Account for processing

...