The Allowances tab contains the allowance earnings entries recorded for the employee currently selected in the Payrun.
Allowance entries use Allowance codes configured in the Codes screen. The selected Allowance code determines how the payment is classified and calculated, including the applicable tax, superannuation and other payroll treatment.
Allowance codes can use different calculation methods, so the way Units, Rate and Value are used can vary between entries depending on the setup of the Allowance code.
For more information about configuring Allowance codes, refer to:
<Creating Allowance codes>
Making changes
Allowance entries are maintained using the interaction bar below the transaction column.
Use the + button to add a new Allowance entry.
Use the - button to remove the selected Allowance entry.
Use the Edit button to make changes to the selected Allowance entry.
Allowance entries added to the employee's current pay are displayed in the transaction column when the Allowances tab is selected.
Selecting an Allowance entry displays its information in the detail panel.
Options, settings and fields
Date
Type: Date field
Purpose: Records the date the Allowance entry applies to.
Dependency: Defaults to the current period end date.
Other functionality: None
Type
Type: Dropdown menu
Purpose: Selects the Allowance code used for the entry.
Dependency: Depends on available Allowance codes configured under the Allowance codes category in the Codes screen.
Other functionality: None
Units
Type: Numeric field
Purpose: Records the number of units used to calculate the Allowance entry where applicable.
Dependency: How this field is used depends on the calculation method configured for the selected Allowance code.
Other functionality: None
Rate
Type: Numeric field
Purpose: Records the rate or amount used to calculate the Allowance entry.
Dependency: How this field is used depends on the calculation method configured for the selected Allowance code.
Other functionality: None
Value
Type: Calculated monetary field
Purpose: Displays the calculated value of the Allowance entry.
Dependency: Determined using the calculation method and values applicable to the selected Allowance code.
Other functionality: The calculation method used for the entry is displayed beside the Value, for example Units x Rate.
Department
Type: Dropdown menu
Purpose: Assigns a Department to the Allowance entry for costing and reporting purposes.
Dependency: Depends on available Department codes configured in the Codes screen.
Other functionality: None
Cost centre
Type: Dropdown menu
Purpose: Assigns a Cost centre to the Allowance entry for payroll costing.
Dependency: Depends on available Cost centre (account) codes classified as expense accounts in the Codes screen.
Other functionality: The initial Cost centre can be influenced by the Allowance code and employee costing configuration.
Job
Type: Dropdown menu
Purpose: Assigns a Job to the Allowance entry for additional costing or accounting analysis.
Dependency: Depends on available Job codes configured in the Codes screen.
Other functionality: Depending on the accounting configuration, this field may be displayed as Tracking 1.
Activity
Type: Dropdown menu
Purpose: Assigns an Activity to the Allowance entry for additional costing or accounting analysis.
Dependency: Depends on available Activity codes configured in the Codes screen.
Other functionality: Depending on the accounting configuration, this field may be displayed as Tracking 2.
For more information about payroll costing, refer to:
<Accounting integration>
Payslip note
Type: Text field
Purpose: Records a note against the individual Allowance entry for payslip output.
Dependency: None
Other functionality: None
Additional functionality
Net Wizard
The Net Wizard is available from the Allowances tab after an Allowance entry has been created and selected. This tool automatically calculates an appropriate gross to achieve a particular net pay.
For more information about how the calculation works and using this function, refer to:
<Net Wizard>