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Configuration Tab


Use the Configuration tab to select the accumulators that this transaction type is to belong to, and details about how the line is presented and whether this line causes other lines to be added onto a pay. The Auto Add and Reduction lines only work when the originating line is a general ledger line.

Bonuses (Australia)

For Australia only, you can define whether the transaction type should have special bonus tax rules applied. All payments of back payments, commissions, bonuses and similar payments including Annual Leave Loading paid as a lump sum, are taxed using the same method. The Tax transaction type, which must be of method Amount, needs to be set. This Transaction Type should not be included in the normal tax Accumulator.

When the Pay transaction type is selected on a Pay, the Tax line is created. If the pay line is deleted, the tax line will also be deleted. This taxation is only able to be performed on a GL line.

Some calculations are using the Normal Gross Earning for the employee, and as such the Normal Gross Earnings must be set on Module Control or the employee and the Earnings Accumulator must be set on the employee's pay group.

Public Holidays (New Zealand)

For New Zealand only, you can automate the accrual of a day in lieu when an employee works on a public holiday if the public holiday would otherwise be a working day. If selected, you must set up two transactions types:

  1. To record hours for an employee who has worked on a public holiday, and
  2. To accrue a day in lieu when an employee has worked on a public holiday.

Extra Payments (New Zealand)

Extra payments made are taxed differently to ordinary payments. The transaction type will allow for taxation of cashed up annual leave and extra lump sum payments such as extra pay paid as part of retirement or redundancy or extra pay paid during the employment. The Extra Pay taxation is only applicable for lump sums paid for primary employment. If a lump sum is being paid for secondary employment, the taxation will need to be calculated.

Cashing up annual leave

To process the paying out of cashed up annual leave, a new transaction type must be set with these details:

  • Select the cashing up Annual Leave checkbox and then select the annual leave transaction type that is to be cashed up.
  • This transaction type must be included in the Accumulator that Extra Pay is calculated on. This is the same accumulator as it set on the Extra Pay Tax transaction types. This should not be included in the accumulator that calculates averages for leave.
  • The value calculations should be the same as the annual leave transaction type selected.
  • If multiple annual leave types exist, then there will must be a cashing up transaction type for each annual leave transaction that is to be cashed up.

When the transaction type is added to the pay, it is correctly taxed as extra pay, and a balance adjustment is added to reduce the employee's balance.

Annual Leave paid in advance

Annual leave paid in advance is handled in the same manner as cashing up annual leave except that it should be included in the accumulator that calculates averages for leave.

Tax as lump sum payment

Extra pay is taxed separately to regular pay and that is set by selecting this transaction type as an lump sum and then determining if it is extra pay or a retiring or redundancy payment.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Include in Accumulators

Select one or more checkboxes to include the relevant transaction type to be included in accumulators.

Apply G/L Allocations

If you select this option, Greentree applies any Allocation Masking established against the employee when payroll expense journals are created for this transaction type. Note if this option is selected and mandatory trees are in use, the mandatory trees will be checked against the allocation lines, not the pay lines.

Automatically create default line for new employee

If you select this option, the transaction type is added to the default pay lines when creating a new employee.

Excluded from Annual Salary

If you select this option, the transaction type will be excluded from the annualised tab of Employee Maintenance and Annual Salary reporting methods in the report writer.

Available for Leave Planning

If you select this option, the transaction type will be in the list of transaction types that are available for Leave Requests from Leave Planning or from eHR. This enables

  • Leave to be requested for transaction types that are not balance tracked such as Jury Duty or Study Leave
  • Transaction types, such as Personal Leave that are usually balance tracked, to not be displayed in eHR.

Note: If a balance tracked transaction type is set as available in eHR, it will only be displayed if the employee has a corresponding balance tracked item established on the Balance Tracking tab in Employee Maintenance.

Date Range

If you select this option, the transaction type will have a date range available for entry in the pay entry form.

Date is Compulsory

If you select this option, for this transaction type, a date must be entered at pay entry when this transaction type is selected.

Reducing Line

If this option is entered, when the transaction type is selected in pay entry, a new pay line will be created, for the transaction type that is to be reduced. The new line will have a negative value entered for the quantity that is entered for this transaction type. This should be used for leave types that are required to reduce standard hours such as sick leave or public holidays.

A pay will only create reduction lines when the setting Apply automatic reduction for leave lines is checked on the employee that the pay is for. This function only works for general ledger lines.

Auto Add

Enter or select the transaction type that you want a line to be created when the current transaction type is added to a pay. This can be used for adding lines such as Annual Leave loading. This function only works for general ledger lines.

Australia

Apply schedule 30 tax rules

Select this option if this Transaction Type is used when paying back payments, commissions, bonuses and similar payments and the schedule 30 tax rules must be applied. Further information about this taxation can be found at the ATO website (search for schedule 30).

Tax Trans Type

Select the Tax transaction type that the tax on the schedule 30 payment should be added to. Note this transaction type must have a method of Amount.

Full year

Select this option if the schedule 30 tax calculation is to apportion additional payments made in the current pay period, over the number of pay periods in a financial year and apply that average amount to the gross earnings in the current pay period.

Defined no of periods

Select this option if the additional payment being paid in the current pay period is for a defined period of less than 12 months and you want the schedule 30 tax calculation to apportion the additional payment over a specified number of periods and apply that average amount to the gross earnings in the current pay period.

Periods

Enter the number of periods that the schedule 30 tax calculation is to apportion the additional payment over where Defined no of periods has been selected.

New Zealand

Public holiday worked (New Zealand Only)

Select this option if the transaction type is used when paying a public holiday when an employee has worked on that day and you want Greentree to accrue a Day in Lieu for that employee. Once selected you will be prompted to select how this transaction type is used:

  • Record hours for an employee who has worked on a public holiday, or
  • Accrue a Day in Lieu when an employee has worked on a public holiday.

If selected, the Date is Compulsory option becomes mandatory. The Update GL accruals section on the Balances tab is disabled and the options below become available.

This TT is a public holiday being worked

Select this option if this Transaction Type is the one to be used when an employee has worked on a public holiday.

Days in Lieu TT

Where This TT is a public holiday being worked, a transaction type for days in lieu must be selected from the dropdown list. Only transaction types that have This TT is for days in lieu will be available to be selected.

This TT is for days in lieu

Set this option if this transaction type is the one that accrues a day in lieu when an employee has worked on a public holiday.

Cashing up annual leave

Select this option if this transaction type is to be used to cash up annual leave.

Annual leave TT

Select the annual leave transaction type to be cashed up. When viewing the selected annual leave transaction type, it will show the transaction type that this can be cashed up to.

Tax as lump sum payment

Select this option if this transaction type is to be used for paying lump sum payments.

Extra pay

Select this option if the payment being made is extra pay during the employment.

Retiring or redundancy payments

Select this option if the payment being made is a retiring or redundancy payment.

United Kingdom

Apply SSP

Select this option if the transaction type tracks sick days and SSP is payable on those days. Date is a mandatory field when tracking leave for SSP. If selected, the SSP will be calculated on the pay where this transaction type exists. Waiting Days, Qualifying Days and Linked Periods will all be calculated. An analysis of the days case be seen on the Statutory Payments tab of the employee.