TrueERP wiki - User contributions [en]

Payroll Preferences

2015-07-20T02:53:09Z

Mel De Silva:

Preferences

Have the Preferences been correctly setup for Payroll? Select Utilities Tab Select Preferences button Select the Payroll tab

Leave Accrual Select when leave is to be accrued (actual accrual rates are set in Awards<LinkId=154>)

Balance Sheet Select which leave accruals are to show on your Balance Sheet - refer to your accountant for guidlines

Payslip Select which accrual figures are to be displayed on employee Payslips

Day/Week The information in this section defines how Timesheets work. Timesheets are used where hours are to be recorded against jobs or customers Start Day of Working Week - Enter here the start day for the working week and the start and finish times. These setting change the timesheet display. Use Employee Service as Employee Cost in Job Tracking - Select if you want to automatically populate the Employee Cost in Job tracking from the cost recorded in the Employee Service area Timesheets are allocated as done when applied to an invoice - Locks timesheets against changes after a client Invoice has been generated from it. Summarise Timesheet Entries when applying cost to invoice - Summarise timesheet entries or lines into a single billable amount Use Timesheet Rate Inc as Invoice Cost - Select if you want to automatically populate client invoices with the timesheet rate

Load Hours from Roster This information defines how Rosters Work. Rosters define what hours an employee should work and the Clock ON / Clock Off feature records actual hours worked and can be linked directly to pays. Use Clocked Hours - When copying to Payroll use clocked hours rather than rostered hours Ignore Early Start - Don't copy hours prior to the rostered start time into payroll Ignore Late Finish - Don't copy hours after the rostered finish time into payroll

General This information is essential for the correct calculation of leave accruals and PAYG Tax.

Standard Hours worked per week - This figure is essential to convert hours of accrued leave to days.

Annual Leave Weeks per Year - Used to calculate leave accrual rates

Sick Leave Days Per Year Cap - This is the maximum number of sick leave days allowed to be accrued in a single year. This figure is used to calculate accrual rates. If there is a maximum number of days that can be accrued overall this is set in the

Award Long Service Leave Weeks per Term - Used to calculate leave accrual rates The following preferences are rates set by the ATO and are used for termination payments only.
Leave Loading Tax Threshold Medicare Levy Rate Medicare Levy Surcharge Rate Base Tax Rate for Lump Sums Lump Sum Flat Rate for Over 55 Lump Sum E / Backpay Tax Rate Fringe Benefits Tax Rate No TFN Tax Rate Threshold Limit for RBL Purposes Lump Sum D (Basic Tax Free Potion) (Yearly Tax Free Portion) ETP Low Rate Threshold (per year)

Default Superannuation Rate - This is the Superannuation Guarantee Levy rate
Pay Super is Monthly Gross More Than - This is the monthly income level where the SGC cuts in. This is a cumulative figure so if an emloyee earns for example $400 per week, the first weekly pay each month will have no superannuation component but the difference will be made up in the second pay for the month. Pay by Department - allows pays to be run seperately for different cost centres

Add to EFT by default - to use this option you must be registered with you bank for EFT and record your APCA Number and bank account details in Accounts<LinkId=8> Include Pays with $0 pay - creates a pay record and Payslip for employees who's pay is $0 for the period. Import Tax Scales - New tax scales are made available for import as required (usually at the start of a new financial year).

Clearing Account Payroll Clearing Account - This must be a clearing account, not an actual Bank Account. Defaults to Payroll Bank Clearing.

Expense Accounts - These are the costs to the company, irrelevant of payment or not. Use these accounts in the BAS/VAT Gross Wages - This is typically a simple header account, in that you don't post anything to this account, but use it as a summing account of those under it Leave Paid - This is the expense account for all leave types. Accrued leave is expensed at the time it accrues at the pay rate current at that time. When leave is taken it is expensed to Gross Wages at the actual current rate and the Leave Paid expense account is reduced by the original accrued amount. Super Paid - This is the expense account for superanuation Net Wages - This account records the actual cash paid to the employee Deduction Paid (Default) - This is the expense account for deductions Sundries - Any expense entered as sundries will show here Allowance Paid (Default) - This is the expense account for Allowences PAYG Expense - This is the tax expense as part of payroll

Liability Accounts - These are the payments that are to be paid to the various suppliers, including the tax office. DO NOT Use these accounts in the BAS/VAT Deductions Liability - Amounts that need to be paid for any deductions taken from the employee ie union fees etc Leave Liability - Amounts accured for any Leave type that are to be paid to the employee when that leave type is taken Allowances Liability - Amounts that need to be paid for any allowences given to the employee ie travel allowence etc Super Payable - Amounts that need to be paid to the employees super fund PAYG Tax Payable - Amounts that need to be paid to the Tax office. <br>

Tasks

2015-07-19T23:42:12Z

Mel De Silva:

<menu name=myMenu align=center>
More Detail=
[[Appointment]]
[[Appointments List]]
[[Appointment Status]]
[[Appointments Reports]]
[[Customers on Support List]]
[[Main Calendar]]
[[Print Appointments]]
[[Public Holidays]]
[[Support Log List]]
[[Support Logs]]
[[Support Pricing]]
[[Tasks]]
</menu>

== New Appointments Overview ==

Within the Appointments section of ERP, you can create new appointments for reps of your company You can enter the Company name, which selects a customer from your customer list and automatically enters all the details of that specific customer onto the appointment You can also enter a scheduled start and end time and date, or enter the actual time the rep turned up on site You can also cancel and reschedule your appointments.

You also have the ability to load in unlimited services for the reps and have these fill to the charge rateFrom the appointment screen you can then generate timesheets and invoices

You can organise re-occurring or repeat appointments as well as load in equipment lists, notes and feedback

Appointments can then be emailed directly to the rep or the company that the rep is going to visit.

==== How to Add a New Appointment ====

*Click on the Appointments tab
*Click on the New Appointments button
*The Company Name field refers to a list of Customers that appear in your customer list Once you select a Customer the address and phone, Alt phone, and fax number will appear, you can change and alter that phone, alt phone and fax numbers.
*The Rep field refers to the specific employee that the appointment will be generated to. The appointment will appear in the Main Calendar under this specific Rep name.
*The Last Rep field refers to the last representative of your company to visit this specific client site.
*The Entered By field refers to who the employee was that entered the appointment.
*Located in the Schedule tab is the Booked date and time, you can select the date that the appointment will be set to along with the start and end time The total hours column will then appear with the total amount of hours the rep is due to stay out on site.
*The Actual date and times section is the actual date and time the rep appeared out on site This will then calculate the total amount of ACTUAL hours the rep was out on site.

==== Rescheduling an Appointment ====

To reschedule an appointment to a different date and time:

*Click on the Appointments tab
*Select the Appointments list.
*Double click on the specific appointment that you wish to reschedule
*Select the Reschedule tick box located on the right hand side of the screen, the date field will now appear. You can select the date that you wish to reschedule the appointment to. Once you have selected the date that you wish to reschedule the appointment to, the date that you rescheduled the appointment will then appear underneath the rescheduled date This appointment will then appear in the Main Calendar for this date.

==== Cancelling an Appointment ====

To Cancel an appointment:

*Click on the Appointments tab of ERP
*Select the Appointments list.
*Double click on the specific appointment that you wish to cancel.
*Select the Cancellation tick box located on the right hand side of the screen above the rescheduled tick box. Once you have selected this tick box, you can enter the date that the appointment was cancelled. There is also a 'Reason' field that will appear when selecting the cancellation tick box, you can enter the reason why the appointment was <br> cancelled if required.

==== Repeating an Appointment ====

*Click on the Appointments tab of ERP
*Select the appointments list.
*Double click on the specific appointment that you wish to repeat.
*Select the Repeat button located on the far right of the screen.
*The following screen will appear, this screen allows you to repeat the appointment either, Daily, Weekly or monthly
*You can also choose whether to post before or after on a Saturday, Sunday or Holiday.
*On the right hand side of the screen you can select the start date and final date that you want to repeat the appointment for.
*Click OK
*The Appointment will now appear in the Main Calendar.

==== Creating a Service for an Appointment & posting through to POS & Invoice ====

*Click on the Employee tab
*Select the Rep List button
*Double click on the specific Rep that the appointment that you wish to invoice is for.

Once the Representative screen appears:

*Select the Rate Info tab.
*Select the dropdown menu for the Service Type
*Select a service that you wish the specific Rep to charge when booked to go to a client site.

The charge rate will automatically appear.

*Click Save
*Go to the Appointments tab and select the new appointments button
*Select a Company name
*Select the Rep as the rep you assigned the service to.
*Click on the Service tab, the service that you entered on the Rep will appear in this section, select the tick box.
*Once you select the tick box ERP will automatically take you back to the main Schedule tab The charge rate that was applied to the service will now appear in the 'Charge Rate section.
*Select the POS or invoice button located on the bottom, left hand side of the appointment
*ERP will generate a message asking you to confirm that you wish to convert the appointment to a POS or Invoice transaction.
*The POS screen or the invoice will now appear on your screen with the charge rate that was applied to the invoice.

==== Deleting an Appointment ====

If you have created an appointment by mistake:

*Click on the Appointments tab
*Select the appointments list button
*Select the specific appointment that you have created in error from the appointments list
*Select the Deleted button located on the bottom right hand corner of the appointment *Click Save

==== Equipment through Appointment ====

*Click on the Appointments tab of ERP
*Select the appointments list.
*Double click on the specific appointment that you wish to apply equipment to. The equipment is used for when a specific equipment item is needed to be used for the appointment.
*Click on the Equipment button
*Click in the Equipment Name field and type in a specific equipment item that you wish to send out on the appointment
*Tab out a prompt will appear asking you to create new, click YES
*The equipment box will then appear Enter a Description if necessary.
*Click Save
*Click Save on the Appointment

==== Adding Notes to an Appointment ====

*Click on the Appointments tab of ERP
*Select the appointments list.
*Double click on the specific appointment that you wish to apply notes to.
*There is a notes section down the bottom left hand side of the screen Enter in any additional that are required regarding the appointment.

Tasks

2015-07-19T23:27:45Z

Mel De Silva: Created page with "<menu name=myMenu align=center> More Detail= Appointment Appointments List Appointment Status Appointments Reports Customers on Support List Main Calenda..."

<menu name=myMenu align=center>
More Detail=
[[Appointment]]
[[Appointments List]]
[[Appointment Status]]
[[Appointments Reports]]
[[Customers on Support List]]
[[Main Calendar]]
[[Print Appointments]]
[[Public Holidays]]
[[Support Log List]]
[[Support Logs]]
[[Support Pricing]]
</menu>

== New Appointments Overview ==

Within the Appointments section of ERP, you can create new appointments for reps of your company You can enter the Company name, which selects a customer from your customer list and automatically enters all the details of that specific customer onto the appointment You can also enter a scheduled start and end time and date, or enter the actual time the rep turned up on site You can also cancel and reschedule your appointments.

You also have the ability to load in unlimited services for the reps and have these fill to the charge rateFrom the appointment screen you can then generate timesheets and invoices

You can organise re-occurring or repeat appointments as well as load in equipment lists, notes and feedback

Appointments can then be emailed directly to the rep or the company that the rep is going to visit.

==== How to Add a New Appointment ====

*Click on the Appointments tab
*Click on the New Appointments button
*The Company Name field refers to a list of Customers that appear in your customer list Once you select a Customer the address and phone, Alt phone, and fax number will appear, you can change and alter that phone, alt phone and fax numbers.
*The Rep field refers to the specific employee that the appointment will be generated to. The appointment will appear in the Main Calendar under this specific Rep name.
*The Last Rep field refers to the last representative of your company to visit this specific client site.
*The Entered By field refers to who the employee was that entered the appointment.
*Located in the Schedule tab is the Booked date and time, you can select the date that the appointment will be set to along with the start and end time The total hours column will then appear with the total amount of hours the rep is due to stay out on site.
*The Actual date and times section is the actual date and time the rep appeared out on site This will then calculate the total amount of ACTUAL hours the rep was out on site.

==== Rescheduling an Appointment ====

To reschedule an appointment to a different date and time:

*Click on the Appointments tab
*Select the Appointments list.
*Double click on the specific appointment that you wish to reschedule
*Select the Reschedule tick box located on the right hand side of the screen, the date field will now appear. You can select the date that you wish to reschedule the appointment to. Once you have selected the date that you wish to reschedule the appointment to, the date that you rescheduled the appointment will then appear underneath the rescheduled date This appointment will then appear in the Main Calendar for this date.

==== Cancelling an Appointment ====

To Cancel an appointment:

*Click on the Appointments tab of ERP
*Select the Appointments list.
*Double click on the specific appointment that you wish to cancel.
*Select the Cancellation tick box located on the right hand side of the screen above the rescheduled tick box. Once you have selected this tick box, you can enter the date that the appointment was cancelled. There is also a 'Reason' field that will appear when selecting the cancellation tick box, you can enter the reason why the appointment was <br> cancelled if required.

==== Repeating an Appointment ====

*Click on the Appointments tab of ERP
*Select the appointments list.
*Double click on the specific appointment that you wish to repeat.
*Select the Repeat button located on the far right of the screen.
*The following screen will appear, this screen allows you to repeat the appointment either, Daily, Weekly or monthly
*You can also choose whether to post before or after on a Saturday, Sunday or Holiday.
*On the right hand side of the screen you can select the start date and final date that you want to repeat the appointment for.
*Click OK
*The Appointment will now appear in the Main Calendar.

==== Creating a Service for an Appointment & posting through to POS & Invoice ====

*Click on the Employee tab
*Select the Rep List button
*Double click on the specific Rep that the appointment that you wish to invoice is for.

Once the Representative screen appears:

*Select the Rate Info tab.
*Select the dropdown menu for the Service Type
*Select a service that you wish the specific Rep to charge when booked to go to a client site.

The charge rate will automatically appear.

*Click Save
*Go to the Appointments tab and select the new appointments button
*Select a Company name
*Select the Rep as the rep you assigned the service to.
*Click on the Service tab, the service that you entered on the Rep will appear in this section, select the tick box.
*Once you select the tick box ERP will automatically take you back to the main Schedule tab The charge rate that was applied to the service will now appear in the 'Charge Rate section.
*Select the POS or invoice button located on the bottom, left hand side of the appointment
*ERP will generate a message asking you to confirm that you wish to convert the appointment to a POS or Invoice transaction.
*The POS screen or the invoice will now appear on your screen with the charge rate that was applied to the invoice.

==== Deleting an Appointment ====

If you have created an appointment by mistake:

*Click on the Appointments tab
*Select the appointments list button
*Select the specific appointment that you have created in error from the appointments list
*Select the Deleted button located on the bottom right hand corner of the appointment *Click Save

==== Equipment through Appointment ====

*Click on the Appointments tab of ERP
*Select the appointments list.
*Double click on the specific appointment that you wish to apply equipment to. The equipment is used for when a specific equipment item is needed to be used for the appointment.
*Click on the Equipment button
*Click in the Equipment Name field and type in a specific equipment item that you wish to send out on the appointment
*Tab out a prompt will appear asking you to create new, click YES
*The equipment box will then appear Enter a Description if necessary.
*Click Save
*Click Save on the Appointment

==== Adding Notes to an Appointment ====

*Click on the Appointments tab of ERP
*Select the appointments list.
*Double click on the specific appointment that you wish to apply notes to.
*There is a notes section down the bottom left hand side of the screen Enter in any additional that are required regarding the appointment.

Appointments

2015-07-19T23:26:14Z

Mel De Silva:

<menu align="center" name="myMenu">
More Detail=
[[Appointment]]
[[Appointments List]]
[[Appointment Status]]
[[Appointments Reports]]
[[Customers on Support List]]
[[Main Calendar]]
[[Print Appointments]]
[[Public Holidays]]
[[Support Log List]]
[[Support Logs]]
[[Support Pricing]]
[[Tasks]]
</menu>

<h2> Overview </h2>
<p>Within the '''Appointments''' tab you are able to create '''Appointments''', Print Itineraries and log phone calls via a Support List. You can also view a range of related reports using the report selector and view and enter public holidays for the year.
</p><p>The drop down menu for appointments has all of the above functions as well as the ability to load in a new job, see a list of existing jobs, load in a new repair and view the repair list. The drop down menu also has the ability to load in new sources and view existing sources
</p>

1. How do you display employees on the calendar?

2. How to create a Rep?

3. How to set up service charges?

4. How to create a new appointment from main calendar?

5. How to add charge to the appointment?

6. How to change the time increments displayed on the Main Calendar screen?

7. How to change who is displayed on the main calendar screen?

8. How to change the view to display week or month?

9. Why would you use the employee roster to allocate your availability?

10. How to add an Employee service charge?

11. How to print an itinerary and appointment?

12. How to create a new Appointment from the Leads screen?

13. How to create a new Appointment from the Repairs screen?

14. How to load times from Appointment to a Repairs?

15. What preference do you need to auto load actual times to an appointment?

16. Where can you see what equipment has been worked on?

17. How to Add a Customer to the Support List?

18. When you drill down on the date which form opens?

19. When you drill down on the customer name which form opens?

20. Where can you configure a Customer to be available in the Support List?

21. How can you load Team viewer directly from the Support Log?

22. Where can you configure what public holidays are coming?