Note: Below are the steps to complete the batch options screen for a new batch of deduction/tax adjustments.
Enter a unique description for the new batch in the Batch Description field. The description can be alphanumeric and up to 50 characters long. Leave the field blank to use a default description assigned by the system.
Note: If a unique description is not entered, the system will add a dash and four numbers starting with 0001 at the end (for example, Batch Description-0001) to make it distinctive.
If applicable, select the Recurring Entries field to retain the batch of entries after the batch is posted (updated with a Payroll check cycle). A checkmark will appear in the box if the field is selected. For example, select the field if the batch (entries) needs to be processed on a regular basis, such as each month or quarter.
Note: The Recurring Entries field is disabled if the Expense Payroll field is selected, as only one of the two fields can be selected.
If applicable, select the Expense Payroll field if the batch will be included in a payroll calculation batch with Expense Payroll specified as the type at the end of the fiscal year. If the field is selected, when making entries in the batch, the Date Sequence field is disabled (if it displays and is not hidden) as it is not applicable. Also, if the field is selected, the batch will be retained so that once the payroll calculation batch is updated, the entries will remain out there so they can be included (processed) in July. A checkmark will appear in the box if the field is selected.
Note: The Expense Payroll field is disabled if the Recurring Entries field is selected, as only one of the two fields can be selected.
Click the Save button.