PAYROLL REFERENCE NUMBER SETTINGS

If you use Costpoint reference numbers for data entry, use this screen to select specific Reference Numbers to be used by the Payroll Journal posting program. See the information on the Reference Numbers screens in the Costpoint General Ledger documentation, if you are unfamiliar with this feature.

If you are using the reference number(s) for data entry, enter this information as part of your initial setup. You do not need to complete this screen until you are ready to post a payroll. If you use reference numbers only for alternate reporting, do not enter reference number information in this screen.

Posting

All fields in this group box are required, except for the Variance and Adv EIC fields.

Reference 1, Reference 2

The reference numbers in this group box will be used when you post the Payroll Journal. When you post the journal, the home reference number(s) of the employee is/are used for the expense accounts. The reference numbers designated in this screen are used for the payroll variance, withholding (including Advance EIC), and accrual accounts.

Variance

Enter, or use Lookup to select, the reference number(s) to which the payroll variance should be posted. The payroll variance is the difference between the employee's labor cost per the timesheet and the amount of the employee's normal pay period salary. If you entered an account in the Payroll Settings screen for the Variance, the payroll journal will make an entry between accrued salaries and the payroll variance account for this difference. If you did not enter a payroll variance account in the Payroll Settings screen, this entry is not made.

FIT Withholding

Enter, or use Lookup to select, the reference number(s) to be used for the employee's Federal Income Tax (FIT) withholding amount.

Soc Sec W/H

Enter, or use Lookup to select, the reference number(s) to be used for the employee's Social Security withholding amount.

Soc Sec Accrual

Enter, or use Lookup to select, the reference number(s) to be used for the employer's Social Security accrual amount.

Soc Sec Expense

Enter, or use Lookup to select, the reference number(s) to be used for the employer's Social Security expense amount in this field.

Medicare W/H

Enter, or use Lookup to select, the reference number(s) to be used for the employee's Medicare withholding amount.

Medicare Accrual

Enter, or use Lookup to select, the reference number(s) to be used for the employer's Medicare accrual amount.

Medicare Expense

Enter, or use Lookup to select, the reference number(s) to be used for the employer's Medicare expense amount.

Adv EIC

Enter, or use Lookup to select, the reference number(s) to be used when Advance Earned Income Credit is paid to the employee. This should normally be a liability account in the range of accounts with federal withholdings; the account will normally have a debit balance, representing the amount by which to reduce the federal tax deposit to compensate for EIC paid to employees.

FUTA Accrual

Enter, or use Lookup to select, the reference number(s) to be used to accrue Federal Unemployment Tax.

FUTA Expense

Enter, or use Lookup to select, the reference number(s) to be used to expense Federal Unemployment Tax.

SUTA Accrual Posting

Use this group box to select the reference numbers that will be used when you post the Payroll Journal.

Reference 1

Enter, or use Lookup to select, the reference number that applies for this posting of SUTA accrual.

Reference 2

Enter, or use Lookup to select, the reference number that applies for this posting of SUTA accrual.

SUTA Expense Posting

Reference 1

Enter, or use Lookup to select, the reference number that applies for posting SUTA expense. When you post the payroll journal, the home reference number of the employee is used for expense accounts.

Reference 2

Enter, or use Lookup to select, the reference number that applies for posting SUTA expense. The home reference number of the employee is used for posting payroll.