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Every direct credit paid to an employee is set by payment criteria. These criteria are set from the Direct Credits tab in the Modify Employee Details window. An example is shown below, with the criteria fields circled in yellow.

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Click the criteria field of any bank account to open the Select Payment Criteria window and alter the payment criteria.

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titleTo direct credit an employee's nett net pay
Set the
  1. From the front screen, click Employee > Modify Employee Details > Direct Credits, then select the employee you want to pay.

  2. Click the criteria of the last or only account and set it to Balance, rather than entering the amount of the
nett
  1. net pay.
  1. This way the direct credit is automatically updated if the
nett
  1. net pay changes through tax changes or pay rate adjustments.
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titleTo reserve a fixed amount of cash for an employee before the direct credits are paid
  1. From the Direct Credits tab in the Modify Employee Details window, click Add to add a new bank account to the employee. From the front screen, click Employee > Modify Employee Details > Direct Credits, then click Add.

  2. In the Add New Bank Account window, leave the account number blank and click Go. A new ‘account’ labeled None Entered appears.

  3. Click Balance in the None Entered line.

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  4. Tick Cash, then enter the amount of cash you want to reserve and click Go.
    Direct credit amounts are calculated based on their order in this list, so ensure
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  5. Ensure that the None Entered bank account is first on the list by clicking the arrows on the right hand side of the window. Direct credit amounts are calculated in the order they appear on this list, so moving this account to the top ensures the cash reserve is taken out before the rest of their pay is credited.




 

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titleRelated topics
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Bi-monthly pay period date calculation

Change employee pay frequencies

Change a pay rate mid-pay period

Pay a contractor

Pay an extra pay

Processing payroll for multiple companies

Record hours worked

Set cash rounding for coin splits

Set direct credit criteria

Set pay rates

Total remuneration salary packages

Using multiple pay frequencies

Paying leave and holidays