Amendment to payroll items affecting previously locked pacheques

Dianita

Hello Team,

We amended payroll items in the past (deduction settings) and the amendments never used to affect the previously locked paycheques.

On Sunday, we did however have to amend these bonus and commission payroll items and mapped them to the new liability accounts created. The changes however impacted all the previously processed (and therefore locked paycheques). There was no warning message for this either.

Just want to check with you if this only happened recently because I'm sure we have already amended a few payroll items this financial year thinking that those did not affect anything in the previous years.

Thanks and regards,

Nita

Snapshot of what payroll items changed below. We are moving from the class/ location allocation to just the nature of payment.

Acctd4

Hi Nita

Changes don’t affect the components of a Paycheque that you see on screen …. HOWEVER, changing a Payroll Item’s linked account will always be system-wide as it’s not possible for the program to be linked to more than one account. Therefore, it has to automatically update ALL transactions accordingly, that are using that Payroll Item 😬

Dianita

Thank you for your response Shaz,

That is quite a bummer, we will definitely have to revert all those items and ensure our team knows not to touch the account (expense/ liability) linked to these payroll items in future.

If we have to amend, then it's best to discontinue and make it inactive and create a new one to link to the employee settings.

Thanks again and regards,

Nita

Acctd4

Yes, you need a separate Payroll Item per liability account IF you have different liability TYPES to track.

To clarify as an example … You don’t need separate liability accounts for the same eg you should have ONE liability account for employer SG Super & ONE for RESC, not separate ones per fund/employee. The separation there is already accounted for by having individual employees & a separate Super Payroll Item per fund & type eg

• AMP
• AMP (SS)
• REST etc

Dianita

Apologies for the late reply.

Noted on this Shaz, thanks.

I reverted all those liability accounts in the payroll items that were amended, but strangely they did not fix the liability issue. We have decided however to just amend by way of journal for Jun 2023 as we will have to reclassify all the existing 4 territory-based liability accounts to the two newly created ones.

Thanks very much again for your help.

Regards,

Nita