UNDER CONSTRUCTION!!
Description
In this release enhancements have been made to allow interim payslips to be generated and issued to payees when a timesheet is approved and interpreted but before a pay batch has been processed to pay the timesheet (for more information, see Issuing Proforma Remittance Advice).
To facilitate this, a new document format type called Proforma Remittance is now supported in Maintenance > Document Designer > Document Format Groups, as highlighted in the example below.
INSERT EXAMPLE THAT SHOWS THE TYPE FIELD ETC..
A proforma remittance format is identical to a payslip format with the following exceptions:
it supports the display of a Current Payment Terms Due Date field, which displays the date when the corresponding timesheet is due to be paid, if the payee is a contractor who is subject to payment terms (for more information, see Contractor Payment Terms)
it supports the display of a Proforma ID field, which shows the sequential ID number of the interim pay advice that the payee can refer to when making an enquiry about their pay and to cross reference with their payslip, once they have been paid and a payslip has been issued. The proforma ID can also be used to cross reference the payee’s timesheet to the interim pay advice that corresponds to the timesheet. For more information about how this ID is configured and managed, see Issuing Proforma Remittance Advice.
To allow payees to cross reference their interim pay advice with the corresponding payslip that is issued when they are paid, the Proforma ID field is now available for payslip formats too. This field is not available on payslip formats by default but can be added to the relevant payslip formats if required. For more information, see about how to edit existing document formats, see Configuring Document Formats.
An example of a proforma remittance document is shown below.
INSERT EXAMPLE!
Pay document format groups, which determine the documents that are generated and issued as part of the process of paying payees, have also been enhanced to allow a proforma remittance document format to be linked to a document format group, as shown in the example below.
INSERT EXAMPLE!
Benefits
This enhancement supports the introduction of functionality that allows payees to be issued interim payment advice prior to their timesheets having been processed in a pay batch.
This is especially useful for contractors who are subject to payment terms, whereby payment of their timesheets is deferred until after the pay period in which their timesheets would otherwise be paid. In such situations it may be necessary to give the contractors an indication of how much they can expect to be paid once the timesheet payment terms fall due.
Configuration
On upgrade, a default Proforma Remittance document format is available for each payroll country. This default format can be used as-is or can be customised to suit your business requirements. For more information about how to create or edit a document format, see Configuring Document Formats.
Payees who are to be issued an interim pay advice in advance of being paid must have a proforma remittance document format linked to the document format group that is assigned to their Payee record in the Payroll module.
To link a proforma remittance document format to a document format group, follow the procedure below:
How to link a proforma remittance document format to a document format group: | ||
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1. | Navigate to Maintenance > Document Designer > Document Format Groups. The Document Format Group screen is displayed. | |
2. | Search for and open an existing pay document format group or add a new pay document format group. For more information, see Document Format Groups. The Document Format Group Entry screen is displayed. | |
3. | In the Proforma Remittance Document Format field, select the name of the proforma remittance document format that is to be used to generate proforma remittance documents, as shown in the example below. INSERT SCREENSHOT! | |
4. | Click Save. The proforma remittance format is linked to the document format group and the document format group is saved. |  |