FastTrack360 Version 12 Online Help
Adding Custom Fields
- Max Ciereszko
Custom fields may be configured in your system to allow additional information, which is not captured elsewhere on the Payroll > Payee > Payee Maintenance > Payee Entry screen, to be recorded against a payee. The information recorded in custom fields is not used by the system when paying a payee; it is recorded as reference information only.
The exact custom fields that are available will depend on the requirements of your business and are configured under Maintenance > Custom Fields. Custom fields can be configured to be mandatory and therefore, you will be unable to save the payee record once you payee details validity period if you have not filled in all mandatory custom fields on the payee record.
As custom fields do not affect the pay process, they can be updated at any time regardless of whether the payee is currently in a pay batch or has already been paid in a closed pay batch.
How to Define Custom Fields
To define the custom fields on a payee record, follow the procedure below.
How to Define Custom Fields | |
| 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 Payee Details > Custom Fields section of the Payee Entry screen. |
3. | In any of the custom fields listed on the tab, key in the relevant information. |
4. | At the top of the Payee Entry screen, click Save. The changes you have made are saved. |
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