Direct Charge Options Tab

Use this tab to enter direct charge information for the employers' portion of the fringes as well as union fringes to projects when posting payroll.

Contents

Field	Description
Direct charge employer contributions	Select this checkbox to direct charge employer contributions when payroll is posted. If selected, the contributions assigned to the employee on the Manage Employee Contributions screen will be prorated based on the employee's applicable project-charged timesheet lines.
Direct charge workers' compensation	Select this checkbox to enable direct charging of workers' compensation. Costpoint's Compute Payroll process will use this setting to determine whether the workers' compensation earnings should be direct-charged. If so, it will use the Direct Charge Method setting and the timesheet data to determine how the amounts will be distributed. After posting payroll, the Print Workers' Compensation Accrual Report application can be used to generate a report that will distribute the workers' compensation premiums across the appropriate projects.
Direct charge employer tax expenses	Select this checkbox to enable direct charging of employer social security, Medicare, FUTA, and SUTA accrued expense. If you select this, Post Payroll Journal will prorate and charge the employer tax expense based on the timesheet lines with projects. If posting payroll for a timesheet with no project-charging, the expense will be charged to the appropriate non-project-required posting account from the main screen. Upon selecting this checkbox, the following will occur: The Social Security Expense Account field will become enabled and required. The Social Security Expense Organization drop-down list will become enabled and required. The Medicare Expense Account field will become enabled and required. The Medicare Expense Organization drop-down list will become enabled and required. The FUTA Expense Account field will become enabled and required. The FUTA Expense Organization drop-down list will become enabled and required. The SUTA Expense Account field will become enabled and required if the Accrue by SUTA state checkbox is not selected on the main screen. If the Accrue by SUTA State checkbox is selected on the main screen, the SUTA Direct Charge Expense Account will be required on the Manage State Taxes screen. The SUTA Expense Organization drop-down list will become enabled.
Social Security Expense Account	Enter, or click to select, the expense account you wish to use for direct charging of employer Social Security expenses when payroll is posted. This field is required if you selected the Direct charge employer tax expenses checkbox.
Social Security Expense Organization	Use this drop-down list to determine where the social security expense will be charged when payroll is posted. Options include: Empl Home Org: Select this option to post the social security expense to the employee's home organization. Project Owning: Select this option to post the social security expense to the project owning organization. Timesheet: Select this option to post the social security expense to the organization charged on the timesheet. This field is available if you selected the Direct charge employer tax expenses checkbox. Note: If the Post employer payroll expenses at balance sheet level checkbox is selected on the main screen, social security expenses will be posted to the balance sheet level of the specified organization.
Medicare Expense Account	Enter, or click to select, the expense account you wish to use for direct charging of employer Medicare expenses when payroll is posted. This field is required if you selected the Direct charge employer tax expenses checkbox.
Medicare Expense Organization	Use this drop-down list to determine where the social security expense is posted. Options include: Empl Home Org: Select this option to post the Medicare expense to the employee's home organization. Project Owning: Select this option to post the Medicare expense to the project owning organization. Timesheet: Select this option to post the Medicare expense to the organization charged on the timesheet. This field is available if you selected the Direct charge employer tax expenses checkbox. Note: If the Post employer payroll expenses at balance sheet level checkbox is selected on the main screen, Medicare expenses will be posted to the balance sheet level of the specified organization.
FUTA Expense Account	Enter, or click to select, the expense account you wish to use for direct charging of employer FUTA expenses when payroll is posted. This field is required if you selected the Direct charge employer tax expenses checkbox.
FUTA Expense Organization	Use this drop-down list to determine where the employer social security expense will be charged when payroll is posted. Options include: Empl Home Org: Select this option to post the FUTA expense to the employee's home organization. Project Owning: Select this option to post the FUTA expense to the project owning organization. Timesheet: Select this option to post the FUTA expense to the organization charged on the timesheet. This field is available if you selected the Direct charge employer tax expenses checkbox. Note: If the Post employer payroll expenses at balance sheet level checkbox is selected on the main screen, FUTA expenses will be posted to the balance sheet level of the specified organization.
SUTA Expense Account	Enter, or click to select, the expense account you wish to use for direct charging of employer SUTA Expenses for all states when payroll is posted. This field is editable and required if you selected the Direct charge employer tax expenses checkbox and the Accrue SUTA by State checkbox is not selected on the main screen. Note: If you're direct charging employer tax expenses and the Accrue SUTA by State checkbox is selected on the main screen, you'll need to assign a SUTA Direct Charge Expense Account to each supported state on the Manage State Taxes screen.
SUTA Expense Organization	Use this drop-down list to determine where the SUTA expense is posted. Options include: Empl Home Org: Select this option to post the SUTA expense to the employee's home organization. Project Owning: Select this option to post the SUTA expense to the project owning organization. Timesheet: Select this option to post the SUTA expense to the organization charged on the timesheet. This field is available if you selected the Direct charge employer tax expenses checkbox. Note: If the Post employer payroll expenses at balance sheet level checkbox is selected on the main screen, SUTA expenses will be posted to the balance sheet level of the specified organization.

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Direct Charge Options Tab

Use this tab to enter direct charge information for the employers' portion of the fringes as well as union fringes to projects when posting payroll.

Contents

Field	Description
Direct charge employer contributions	Select this checkbox to direct charge employer contributions when payroll is posted. If selected, the contributions assigned to the employee on the Manage Employee Contributions screen will be prorated based on the employee's applicable project-charged timesheet lines.
Direct charge workers' compensation	Select this checkbox to enable direct charging of workers' compensation. Costpoint's Compute Payroll process will use this setting to determine whether the workers' compensation earnings should be direct-charged. If so, it will use the Direct Charge Method setting and the timesheet data to determine how the amounts will be distributed. After posting payroll, the Print Workers' Compensation Accrual Report application can be used to generate a report that will distribute the workers' compensation premiums across the appropriate projects.
Direct charge employer tax expenses	Select this checkbox to enable direct charging of employer social security, Medicare, FUTA, and SUTA accrued expense. If you select this, Post Payroll Journal will prorate and charge the employer tax expense based on the timesheet lines with projects. If posting payroll for a timesheet with no project-charging, the expense will be charged to the appropriate non-project-required posting account from the main screen. Upon selecting this checkbox, the following will occur: The Social Security Expense Account field will become enabled and required. The Social Security Expense Organization drop-down list will become enabled and required. The Medicare Expense Account field will become enabled and required. The Medicare Expense Organization drop-down list will become enabled and required. The FUTA Expense Account field will become enabled and required. The FUTA Expense Organization drop-down list will become enabled and required. The SUTA Expense Account field will become enabled and required if the Accrue by SUTA state checkbox is not selected on the main screen. If the Accrue by SUTA State checkbox is selected on the main screen, the SUTA Direct Charge Expense Account will be required on the Manage State Taxes screen. The SUTA Expense Organization drop-down list will become enabled.
Social Security Expense Account	Enter, or click to select, the expense account you wish to use for direct charging of employer Social Security expenses when payroll is posted. This field is required if you selected the Direct charge employer tax expenses checkbox.
Social Security Expense Organization	Use this drop-down list to determine where the social security expense will be charged when payroll is posted. Options include: Empl Home Org: Select this option to post the social security expense to the employee's home organization. Project Owning: Select this option to post the social security expense to the project owning organization. Timesheet: Select this option to post the social security expense to the organization charged on the timesheet. This field is available if you selected the Direct charge employer tax expenses checkbox. Note: If the Post employer payroll expenses at balance sheet level checkbox is selected on the main screen, social security expenses will be posted to the balance sheet level of the specified organization.
Medicare Expense Account	Enter, or click to select, the expense account you wish to use for direct charging of employer Medicare expenses when payroll is posted. This field is required if you selected the Direct charge employer tax expenses checkbox.
Medicare Expense Organization	Use this drop-down list to determine where the social security expense is posted. Options include: Empl Home Org: Select this option to post the Medicare expense to the employee's home organization. Project Owning: Select this option to post the Medicare expense to the project owning organization. Timesheet: Select this option to post the Medicare expense to the organization charged on the timesheet. This field is available if you selected the Direct charge employer tax expenses checkbox. Note: If the Post employer payroll expenses at balance sheet level checkbox is selected on the main screen, Medicare expenses will be posted to the balance sheet level of the specified organization.
FUTA Expense Account	Enter, or click to select, the expense account you wish to use for direct charging of employer FUTA expenses when payroll is posted. This field is required if you selected the Direct charge employer tax expenses checkbox.
FUTA Expense Organization	Use this drop-down list to determine where the employer social security expense will be charged when payroll is posted. Options include: Empl Home Org: Select this option to post the FUTA expense to the employee's home organization. Project Owning: Select this option to post the FUTA expense to the project owning organization. Timesheet: Select this option to post the FUTA expense to the organization charged on the timesheet. This field is available if you selected the Direct charge employer tax expenses checkbox. Note: If the Post employer payroll expenses at balance sheet level checkbox is selected on the main screen, FUTA expenses will be posted to the balance sheet level of the specified organization.
SUTA Expense Account	Enter, or click to select, the expense account you wish to use for direct charging of employer SUTA Expenses for all states when payroll is posted. This field is editable and required if you selected the Direct charge employer tax expenses checkbox and the Accrue SUTA by State checkbox is not selected on the main screen. Note: If you're direct charging employer tax expenses and the Accrue SUTA by State checkbox is selected on the main screen, you'll need to assign a SUTA Direct Charge Expense Account to each supported state on the Manage State Taxes screen.
SUTA Expense Organization	Use this drop-down list to determine where the SUTA expense is posted. Options include: Empl Home Org: Select this option to post the SUTA expense to the employee's home organization. Project Owning: Select this option to post the SUTA expense to the project owning organization. Timesheet: Select this option to post the SUTA expense to the organization charged on the timesheet. This field is available if you selected the Direct charge employer tax expenses checkbox. Note: If the Post employer payroll expenses at balance sheet level checkbox is selected on the main screen, SUTA expenses will be posted to the balance sheet level of the specified organization.