Configure Vantagepoint to Post Payroll by Individual Organization

You can configure Vantagepoint to post and track payroll by individual Organization, or aggregate this information to a default Organization you specify on the Organization General Setup form.

To track and post payroll by individual organization:

1. From the desktop application Navigation menu, click Settings > Organization > General.
2. Select one or more of the following options:

   Option	Description
   Maintain separate balance sheets by Organization	Select this option to have Vantagepoint track every Balance Sheet transaction, including payroll, by organization, enabling you to print a separate Balance Sheet for each organization you have established. You must select this option to select the Payroll liability distribution credit or Payroll (FICA) expense debit options. If you do not select this option, you are telling Vantagepoint to track all Balance Sheet transactions under one default organization, as specified in the Default Organization field, rather than breaking out detail by individual organization.
   Payroll liability distribution credit	Select this option to show payroll liability distribution credits by organization. Selecting this option displays the Payroll liability distribution credit fields on the General tab of the Individual Organization Setup form. When you run payroll with this option selected, Vantagepoint does the following to determine which organization to credit: Looks up the employee's organization (specified in the Employees hub) from the Individual Organization Setup and searches that Organization's Payroll liability distributions credit project number, as specified on the General tab. Looks up that project number in the Project hub to search the Organization associated with the project. Credits that Organization. You must select Maintain separate balance sheets by Organization to select this option. If you do not select this option, you are telling Vantagepoint you want to post payroll liability to a default organization, rather than breaking out the liabilities by individual organization. In this case, you must specify the default organization from the Payroll liability Organization if not distributing field.
   Payroll (FICA) expense debit	Select this option to show the employer's FICA expense by organization. Selecting this option displays the Payroll (FICA) expense debit fields on the General tab of the Individual Organization Setup form. When you run payroll with this option selected, Vantagepoint does the following to determine which organization to credit: Looks up the employee's organization (specified in the Employees hub) from Individual Organization Setup and searches that Organizations' Payroll (FICA) expense debit project number, as specified on the General tab. Looks up that project number in the Projects hub to search its organization. Credits the organization. You must select Maintain separate balance sheets by Organization to select this option.

3. Click Save.
4. From the Navigation menu, click Settings > Organization > Individual.
5. Open an organization to specify liability distribution credit, contribution liability distribution credit, contribution expense debit and/or FICA expense debit projects.
6. Enter information in the following fields:
   • Payroll liability distribution credit — Select the project, phase (if any), and task (if any) to use for the liability posting for employees associated with this organization in the payroll run.
   • Payroll (FICA) expense debit — Select the project, phase (if any), and task (if any) to use for the FICA expense posting for employees associated with this organization in the payroll run.
7. Click Save.