Splitting allowance category into to two allowances on payment summary

Hi leon123

 

An AccountRight payroll category are designed to be feed into the one payment summary field. For example, Base hourly to flow through to Gross Payments. You are not able to directly have a payroll category filter through to two payment summary fields.

 

In saying that what you are trying to achieve can be done in the Payment Summary Field window. I've explained the process below:

1. Within Step 4: Payment Summary fields, select the relevant payment category on the right-hand side and select one of the required payment fields on the left-hand side.
2. On Step 7: Review the Payment Summary fields, select the arrow next to the employee's name. This will open the Employee Payment Summary Information window
3. From within the Employee Payment Summary Information window, you can overtype the values to be the required amounts. For example, you could overtype the value of that category to be the required amount and then place the residual amount to that other allowance category.
   
   Note: This values are reported directly on the payment summaries and thus on the ATO so do make sure that you entering the correct value, you may want to get a colleague to check the entered values.

However, I would be using the above process as a last resort. The ideal process would be to have two payroll category set up and when appropriate transition to the over category.

 

Do let us know how you get on and if you require further assistance.