Creating/Amending Payments – VAT Adjustments
Payroll Payments are used to process additions against a worker, which will have no effect on invoicing or the gross profit report.
You would create these additions and then attach them to a worker as required.
You can make payments to a worker against these pure payroll payments via Payroll, Payroll Entry by Reference, or Payroll, Payroll Entry by Worker:
Go to Payroll then Definitions.
Select Standard Payments and then select CTRL+I to create a new record.
Detail 1 Tab
The fields in the Details 1 tab are as follows:
Payment – This field contains the unique reference number for the payment.
Payment Description – This field contains a payment description which can be a meaningful description for the payment as it does not have to be the description which is shown on the payslip which can be up to 30 characters in length.
Employer – Zoom (press F5) to select the required employer from the Select Employer screen or leave this as a * so that the payroll payment can be used for all employers.
Inherit Payment – If this box is ticked, when you create the new record this payment will be attached to all workers by default, then if you make a change to this payment, you will then be asked if all workers who have this payment should also be updated. If you tick this box after the payment has been created, i.e. in modify mode, then the payment will only be attached to new workers.
📌 Note: You would not normally inherit payroll payments to all workers.Gross % – This field contains the percentage of this payment which should be included in gross pay.
Taxable % – This field contains the percentage of this payment which is taxable.
NIable % – This field contains the percentage of this payment which is NIable/PRSIable.
Pens’able –This box should be ticked if you want the payment to be included in the calculation for pensionable pay.
USC’able % - This field is only required for Republic of Ireland payrolls.
Consider for Holiday Pay – This box should be ticked if you wish this payment to be included in the holiday pay accrual. If this box is ticked, the holiday accrual value will be higher.
Details 2 Tab
The fields in the Details 2 tab are as follows:
Default Suspend Flag – If you tick this box then workers will not receive this payment because it is suspended.
Default Replace or Add - You can decide what to do if Pay & Bill finds more than one transaction for this payroll payment in the same session.
If this field is set to Add, then the main calculation will add the transactions together.
If this field is set to Replace then the main calculation will use the latest transaction.
Default Basis – The options for this field is as follows (This field must always be set to Value for the purposes of Pay & Bill):
Hours
Units
Value
Default Input Amount – You can use this field to define the normal value applied to all workers. If a particular employee does not require this normal value, then you can change it on an individual worker record. This field can be left blank and then the value will be created on the individual worker or in a payroll input screen.
Default User Total, Default Factor, Default Pay Rate, Default Spinal Column, Default Spine Point, Default Pay when on Holiday – These fields are no longer required in Pay & Bill
Details 3 Tab
The fields in the Details 3 tab are as follows:
Apportion Starters/Leavers – This field is no longer required in Pay & Bill
Pre Calculation, Post Calculation, Default Variance – These fields are no longer required in Pay & Bill
Clear Accrued Totals – This field can be set either to Statutory or to Request.
If the field is set to Statutory then the cumulative totals against a worker will be reset when the year end rollover is performed.
If this field is set to Request, then the cumulative totals will have to be cleared manually via the Reset Accrued Totals screen (Payroll ; Definitions ; Reset Accrued Totals).
Include in Prompt List, Default User Index – These fields are no longer required in Pay & Bill.
Payment Type – The options for the field are as follows:
Normal –This option is used for most of the payments created which are standard payments.
SSP – This option is used for the Statutory Sick Pay payments. The payment record which uses this option is created by Safe Computing.
SMP – This option is used for the Statutory Sick Maternity payments. The payment record which uses this option is created by Safe Computing.
NonVAT – This option is used to create a payment used for VAT registered contractors which is zero rated VAT.
VATADJ – This option is used to create a payment used for VAT registered contractors which is 100% VATable
SAP – This option is used for the Statutory Adoption payments. The payment record which uses this option is created by Safe Computing.
SPP – This option is used for the Ordinary Statutory Paternity payments. The payment record which uses this option is created by Safe Computing.
APP – This option is used for the Additional Statutory Paternity/Shared Parental Pay payments. The payment record which uses this option is created by Safe Computing.
ILLBEN – This option is only required for Republic of Ireland payrolls.
BIK – This option is only required for Republic of Ireland payrolls.
Medical – This option is only required for Republic of Ireland payrolls.
Payslip Order – This field cannot be changed from this screen, it is changed in the Payslip Payment Order Maintenance screen (Payroll ; Definitions ; Payslip Payment Order Maintenance) and determines the order that payments appear on the payslip.
Payslip Text – If you want this payment to have a different text on the payslip than that of the Payment Description field, then you can enter it here which can be up to 24 characters in length. If there is no text entered in this field, the payment description field will be displayed on the payslip.
Notes – You can enter any notes for this payment.