Kategóriák: Minden - settings - custom - tax - account

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202

Add Account screenv1

The interface allows users to manage account settings and transaction types. Users can add or edit accounts, choose display settings for amounts with the same account number, and configure custom fields.

Add Account screenv1

Custom fields 1 to 3 will show up if configured by user in the Customize fields screen

User entered text field : Rules 1) limit of 50 characters 2) varchar

ADD/ EDIT Account

Main Account Landing Page ( Default Blank unless an account is added)

Cancel

Save Account

Display debit and credit columns
Choose either one - The settings relates to Debit and Credit amounts will both be displayed in one column

One column

Two columns

Display amounts with the same account number
Choose either one- The setting relates to Amounts with the same account number will be aggregated

Single Lines

Multiple Lines

Default

Report Display Settings
Attach account number with the group code

Suffix

Example - 1248.05_OPS

Prefix

Default - example - OPS_1248.05

Sub Totals
Choose any one of the below options

By Group

Choose minimum one or more - Departments, Divisions and Branches

Branch Location

San Francisco, CA

Chicago, IL

New York, NY

Los Angeles, CA

Austin, TX

Divisions

Cost of Revenue

Sales & Marketing

General & Administrative

Departments

Choose minimum one

eCommerce

Chive TV

Editorial

Premium Ad Sales

Studios

Monetization and Ad Ops

Marketing

HR, Legal and Ops

IT and Engineering

Creative

None

All

By Company

Transaction Types

Choose minimum one category

Wages

Choose minimum one category from the given list

Additional Regular Auto Allowance Benefit Defined Contribution Bereavement Leave Bonus Bonus #1 Bonus #2 Bonus #3 Bonus (W4) Cell Phone Reimbursement Clergy Commission Commission W4 Company Loan - Non Taxable Deferred Compensation - NQ (12, Z) Dental Insurance - Non Taxable Dental Insurance - Taxable Double Time Draw Employee Training Expense Reimbursement FSA Reimb - Non Taxable Fuel Reimbursement - Non Taxable Holiday Housing Allowance Housing Allowance - Minister HSA - Deposit Insurance Reimbursement Jury Duty LTD/STD Gross Up Lump Sum Earnings Lunch/Onsite Meal Reimbursement Medical Insurance - Non Taxable Medical Insurance - Taxable Medical Reimbursement - NonTaxable Mileage Allowance Non-Taxable Mileage Taxable Military Misc Earnings Other Non Taxable Other Rate Other Taxable Overtime Parking Reimbursement Payable Taxable Stock Premium Earnings Qualified Moving Reimbursement Rate 2 Rate 3 Rate 4 Referral Fee Regular Reimbursement - Non Taxable Reimbursement - Taxable Retro Pay Reward Earnings Severance - Supplemental Tax Rate Severance- W4 Filing Status Shift Differential Sick Leave TIps Travel Reimbursement - Non Taxable Uniform Reimbursement Vacation Vehicle Expense Vision Insurance - Taxable Waived Medical Coverage Wellness Reimbursement Wellness Reimbursement - Taxable YMCA - Taxable

Payroll Fees

Payroll Processing Fees

Net Pay

Client Printed Checks Direct Deposit Net Namely Printed Checks

ER Deductions

. 401K 401K Roth Basic Life and AD&D BCBS Medical BCBS Medical Post Tax Dental Post Tax Guardian Dental Guardian Medical Guardian Vision H&B Dental H&B Medical H&B Vision Health Savings Account Medical Post Tax Parking Vision Post Tax Voluntary AD&D Voluntary Child AD&D Voluntary Child Life Voluntary Life Voluntary Spouse AD&D Voluntary Spouse Life

ER Collectible Taxes

California Employment Training Tax California Unemployment Tax Federal Unemployment Tax Georgia - Employer Assessment Georgia Unemployment Tax Illinois Unemployment Tax Medicare New York New York-Metropolitan Commuter Transportation Mobility Tax New York Re-Employment Service Fund New York Unemployment Tax Social Security Texas Unemployment Tax

EE Uncollectible Taxes

New York State Disability Insurance

EE Deductions

. 401K 401k Loan Repayment 401K Roth Basic Life and AD&D BCBS Medical BCBS Medical Post Tax Child Support Company Loan Repayment Dental Post Tax Guardian Dental Guardian Dental Post Guardian Medical Guardian Vision Guardian Vision Post H&B Dental H&B Medical H&B Vision Health Savings Account JM NO COLLECTION FOR REISSUE. Medical Post Tax Misc Net Rcvd Parking Vision Post Tax Voluntary AD&D Voluntary Child AD&D Voluntary Child Life Voluntary Life Voluntary Spouse AD&D Voluntary Spouse Life

EE Collectible Taxes

California State Disability Tax California State Tax Federal Georgia State Tax Illinois State Tax Medicare Medicare Additional New York City Resident New York State Disability Insurance New York State Tax Social Security Texas State Tax

EE Collectible Deductions

Child Support

Entry Type

Choose either one options ( Debit/Credit)

Credit

Debit

Gap Category

Choose any one below options

Accounts Payable Accounts Receivable Bank Cost of Sales Credit Card Deferred Expense Deferred Revenue Equity Expense Fixed Asset Income Long Term Liability Other Asset Other Current Asset Other Current Liability Other Expense Other Income Statistical Unbilled Receivable

Custom Field 3
Custom Field 2
Custom Field 1

Optional

Account Name Text field
Account Number Text field

Mandatory