Difference between revisions of "Cloud Payroll - How to record if employee pay cash for the loan settlement"

From AutoCount Resource Center
Jump to navigation Jump to search
 
Line 6: Line 6:
 
1) Go to <span style='color:red'>Human Resource > Loan</span>.
 
1) Go to <span style='color:red'>Human Resource > Loan</span>.
  
[[File:Loan settlement1.png]]
+
[[File:Update_LoanSettlement1.png]]
  
  
2) Select the <span style='color:red'>employee loan</span> and click on the <span style='color:red'>small arrow at left</span>, then click on <span style='color:red'>Cash Settlement</span>.
+
2) Select the <span style='color:red'>employee loan</span> and click on the <span style='color:red'>"+"</span>, to expand the details.
  
[[File:Loan settlement2.png]]
+
[[File:Update_LoanSettlement2.png]]
  
  
3) <span style='color:red'>Check</span> the checkboxes of <span style='color:red'>Is Paid</span> of the relevant months to be covered by the loan repayment amount, then click on <span style='color:red'>Save</span>.<br/>
+
3) Then click on <span style='color:red'>Cash Settlement</span>.
If it is a full settlement, then check all the months. If it is just repayment for few months, check those few months so that when running payroll process, the system will not make loan deduction for those months.
+
 
 +
[[File:Update_LoanSettlement3.png]]
 +
 
 +
 
 +
4) Key in the <span style='color:red'>Remark</span> and <span style='color:red'>Check</span> the checkboxes of <span style='color:red'>Is Paid</span> against the relevant months to be covered by the loan repayment amount, then click on <span style='color:red'>Save</span>.  
 +
 
 +
 
 +
If it is a full settlement, then check all the months. If it is just repayment for few months, check those few months so that when running payroll process, the system will not make loan deduction for the selected months.
 +
 
 +
[[File:Update_LoanSettlement4.png]]
 +
 
  
[[File:Loan settlement3.png]]
 
  
  
 
For early settlement, you may maintain the interest discount to the employee.
 
For early settlement, you may maintain the interest discount to the employee.
  
[[File:Loan settlement4.png]]
+
[[File:Update_LoanSettlement5.png]]
 +
 
 +
 
 +
When run June payroll process, system will not deduct loan repayment amount from the salary.
  
 +
[[File:Update_LoanSettlement6.png]]
  
When run Feb payroll process, system will not deduct for the loan.
 
  
[[File:Loan settlement5.png]]
+
<i>By : Lay Swan 190207, P190208</br></i>
 +
<b>Updated by Azirah 200713, P200727</b>
  
  
By : Lay Swan 190207, P190208
 
  
 
{{NavigateForUser}}
 
{{NavigateForUser}}
  
 
[[Category:Users]]
 
[[Category:Users]]

Latest revision as of 02:19, 29 July 2020

Question : One of the employees has loan from company and the loan repayment is deducted from monthly salary. Now he wants to make a payment for full settlement. How to record in the system for the loan repayment by cash?


Answer :

1) Go to Human Resource > Loan.

Update LoanSettlement1.png


2) Select the employee loan and click on the "+", to expand the details.

Update LoanSettlement2.png


3) Then click on Cash Settlement.

Update LoanSettlement3.png


4) Key in the Remark and Check the checkboxes of Is Paid against the relevant months to be covered by the loan repayment amount, then click on Save.


If it is a full settlement, then check all the months. If it is just repayment for few months, check those few months so that when running payroll process, the system will not make loan deduction for the selected months.

Update LoanSettlement4.png



For early settlement, you may maintain the interest discount to the employee.

Update LoanSettlement5.png


When run June payroll process, system will not deduct loan repayment amount from the salary.

Update LoanSettlement6.png


By : Lay Swan 190207, P190208
Updated by Azirah 200713, P200727



Go to menu

IconAcc20.PNG AutoCount Accounting 2.0


IconAcc188.PNG AutoCount Accounting 1.8 / 1.9
Wiki-Payroll.png AutoCount Payroll
Wiki-POS.PNG AutoCount POS


Wiki-AOTG.PNG AutoCount On The Go
Wiki-Accounting-Plugin.png AutoCount Accounting Plug-In Documentations