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  • name of the bank account into which the deduction is to be paid

  • the BSB number that identifies the financial institution and branch where the bank account is held

  • the account number that uniquely identifies the target bank account

  • the name of the company or organisation to which the deduction is to be paid.

How to Add a Deduction

To add a deduction to a payee, follow the procedure below.

How to Add a Deduction

If you do not already have the relevant payee record open in the Payee Entry screen, search for and open the relevant payee record in edit mode.

2.

Navigate to the Deductions section on the Payee Entry screen and click Add at the top of the section.

The Deduction Details dialog box opens.

3.

In the Validity Date From field, select the date on which the deduction becomes effect.

4.

In the Validity Date To field, select the date in which the deduction is to cease.

Skip this step if the deduction is to be valid indefinitely.

5.

In the Deduction field, select the name of the deduction that is to be added. This identifies the deduction header to which the payee's deduction will be linked.

The Deduction Type field is automatically displays the deduction type that applies to the selected deduction.

6.

In the Rate Type field, select Percent if the rate of the deduction will be specified as a percentage of the payee's gross or net earnings or select Fixed if the deduction rate will be specified as a fixed monetary value.

Info

A default rate type can be configured on the deduction header. If a default rate type is defined on the deduction header to which this deduction is linked the Rate Type field is display-only and defaults to the rate type defined by the deduction header. Where this is the case, you cannot override the default rate type.


If you selected Percent, a Calculate On field is activated. Continue on to step 7.
Otherwise, skip directly to step 8.

7.

In the Calculate On field, select Net if the deduction amount is to be calculated based on a percentage of the payee's net earnings per pay period or select Gross if the deduction amount is to be calculated based on a percentage of the payee's gross earnings per pay period.

8.

In the Rate Value field, key in the percentage of fixed amount that is to be deducted from the payee's earning per pay period depending on whether the applicable rate type is Percent or Fixed respectively.

Info

A default rate value can be configured on the deduction header. If a default rate value is defined on the deduction header to which this deduction is linked the Rate Value field is display-only and defaults to the rate value defined by the deduction header. Where this is the case, you cannot override the default rate value.

9.

In the Deduct From field, select Net if the deduction is to be from the payee's net earnings or select Gross if the deduction is to be from the payee's gross earnings.

Info

The Deduct From field defaults based on a setting in the deduction header to which the payee deduction is linked. Depending on how the deduction header has been configured, it may not be possible to change the default option.

10.

In the Payee Account Reference field, key in the payee's unique account reference that will be used to identify deduction payments made as a result of this deduction if necessary.
Otherwise, leave this field blank if a generic account reference is to be used from the deduction header instead or if the deduction header is not configured to pay deductions via EFT.

11.

If the Bank Details tab is enabled, click on the tab and add the details of the bank account into which the payee deduction is to be paid.

If the Bank Details tab is unavailable, it means that the account details are defined at the deduction header level instead. Where that is the case, skip this step.

12.

If the deduction is to be a rolling deduction, specifying the total amount to be deducted over the course of successive pay periods on the Rolling Deductions tab. For more information, see How to Configure a Rolling Deduction below.

1213.

If the deduction is to be net protected, click the Net Protected tab and specify the net protection type and protected rate. For more information, see How to Configure a Net Protected Deduction below.

Info

Net protection for Child Support deductions is defined on the deduction header and therefore all fields on the Net Protected tab are display-only if a deduction is linked to a Child Support deduction header.

13 14.

If the deduction type is Payee Super, click the Payee Super tab and select the name of the superannuation fund into which the money deducted due to this deduction will be paid.

14 15.

If the deduction type is Payee Super and the deduction is from gross earnings, tick or un-tick the RESC field depending on whether amounts deducted via this deduction will be classed as Reportable Employer Superannuation Contributions.
Note that superannuation contributions made as a result of deductions from gross pay should be flagged as RESC if the deductions contribute amounts above the legislated Superannuation Guarantee (SG) amount.

15 16.

Click Save.

The Deduction Details dialog box closes and a new deduction is created and displayed in the list on the Deduction section of the Payee Entry screen.

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