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Click the Add Payment button. This opens the Add New Payment dialog:
On the dialog, select Net Payment. This invokes the Net Payment dialog where you can see a list of payment records ready for transfer:
Select the record(s) to be transferred and click Create New Payment:
Fill On the Payment Details dialog, fill out the payment details to be processed and click OK to proceed:
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| Info |
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All the transferred 994 entry codes are automatically locked. This means that the amounts of the transactions will not be modified after calculation even if any of the parameters such as the Payscale rate, the Activity dates, etc are changed. The entry code will be marked as PAID proceeding with the date when the transaction was processed: The transactions can be unlocked if necessary (Payroll > Set > Unlock Payroll Transactions) provided that a user has corresponding access. |
Advance Payment
On accessing the plug-in start screen, select Advance Payment as the payment type you want to process:
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This invokes the Advance Payment To process the net payment, access the Payment tab and proceed with the steps below:
Click the Add Payment button. This opens the Add New Payment dialog:
On the dialog, select Advance Payment. This invokes the Advance Payment dialog where you can see
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a list of
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payment records ready for transfer:
Select the entry coderecord(s) you want to processto be transferred and click Create New Payment:
Click Fetch at the bottom of the dialog. This will bring you to Transfer Payments tab listing all the Advance transactions ready for transfer:
Select the payments you want to transfer and click Transfer Payment.
When the records are successfully transferred, the message appears:
In case any of the transactions fails to be transferred, you are then prompted to check log for details:
Click Check Log to find out the details.
Additional Payment
On accessing the plug-in start screen, select Additional Payment as the payment type you want to process:
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This invokes the Additional Payment dialog where you can see the list of additional payment entry codes:
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In the dialog, proceed with the following steps:
Select the entry code(s) you want to process:
Click Fetch at the bottom of the dialog. This will bring you to Transfer Payments tab listing all the additional payments transactions ready for transfer:
Select the payment(s) you want to transfer and click Transfer Payment.
When the records are successfully transferred, the message appears:
In case any of the transactions fails to be transferred, you are then prompted to check log for details:
Click Check Log to find out the detailsOn the Payment Details dialog, fill out the payment details to be processed and click OK to proceed:
As a result, a new package appears in the grid:
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Additional Payment
To process the net payment, access the Payment tab and proceed with the steps below:
Click the Add Payment button. This opens the Add New Payment dialog:
On the dialog, select Additional Payment. This invokes the Additional Payment dialog where you can see a list of payment records ready for transfer:
Select the record(s) to be transferred and click Create New Payment:
On the Payment Details dialog, fill out the payment details to be processed and click OK to proceed:
As a result, a new package appears in the grid:
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Housekeeping
This section describes a one-time setup you need to perform to make the plug-in fully functional.
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