Steps
to Change a Pay Period EntrySelect the Data Entry menu within the applicable module and then select the desired option: Pay Period Entries or Employee Absences in Payroll; Invoices in Accounts Payable or Accounts Receivable; or Cash Receipts in General Ledger.
If a batch already exists, the Batch Search screen will appear; click the New Record button. If a batch does not exist, the batch options screen will appear immediately in order to create a new batch.
At the Batch Options screen, select the Options menu and then Zero Copy Batch.
The Batch Search screen will appear listing the applicable unposted and posted batches.
Select the batch to zero copy by double-clicking on the batch description.
Make any changes to the Batch Options for the newly copied batch.
For a batch of pay period entries or employee absences, if the pay rates changed for the employees included in the batch to be copied, select the Update Pay Rates field to use the new rates from the Employee File (and Pay Code File for those pay codes using a default rate, if applicable) for all the entries that will be copied into the new batch.
Note: If the year specified in the Fiscal Year End field is changed to a different fiscal year, the Update Pay Rates field is selected by default and cannot be changed.
Click the Save button.
For a batch of pay period entries or employee absences, if the year specified in the Fiscal Year End field was changed to a new fiscal year for which the employees included in the entries being copied do not have pay codes created, a separate prompt will appear for each employee asking to copy the previous year's pay code; click Yes to copy the pay code from the specified year for the employee, or click No to not copy the pay code.
For a batch of invoices or cash receipts, if the month in the Processing Month field was changed, a prompt will appear asking to change the dates for the entries within the batch to be that same month; click Yes to change the dates or click No to leave the dates unchanged.
If desired, make the necessary changes to the entries included in the batch and save.
Steps
to Change a Pay Period Entry