Add Employee Pay Method

Select the Add Employee Pay Method function to add pay method information for the employee.

Pay Method Code

Use the drop-down box to select the Pay Method Code you wish to add for the employee. The available options are the records set up in the Pay Methods screen in the Expense Setup menu. Only pay methods designated as "Required" or "Optional" display in the list.

If you select a pay method that has already been selected for the employee, the system will display the following message: "Pay Method Code already exists."

UDT11 - 15 Information

The label/name of any of the 15 UDTs selected for use in Configuration displays in UDT order below Pay Method code. For example, if you label UDT01 "Account", then the column displays with the description of "Account".

Click to the right of the field to select a UDT value, or enter one manually.

The ordering and size of the user-defined fields and whether they display are set in the General Configuration screen.

Expense Reference Code

Enter the optional expense reference code.

Batch Expense ID

Enter the optional batch expense ID.

Costpoint Company

This non-editable field displays the Costpoint Company for this Pay Method. This column will display only if you selected the Costpoint Multicompany checkbox in the Miscellaneous tab of the General Configuration screen and you are using the UDT06 and/or UDT07 fields. If you have a Costpoint Company selected then change it to "None," any values in the UDT06 and UDT07 fields will be cleared and the field disabled.

Visa Employee ID

This field displays the Visa Employee ID unique to each person using a Visa card for his or her company expenses. Uploading the Visa file updates this field with the employee ID provided by Visa. You may also  manually add the Visa Employee ID if you know what it is.

Use this optional field only for the Visa card pay method. This field displays if any expense batch type, or pay method associated to an expense batch type has a Source of "VISAVCF40."

Visa Account ID

This is the Visa Account Number that this employee's charges are incurred against. Uploading the Visa file updates this field with the account number provided by Visa. You may also  manually add the Visa Account ID if you know what it is. The Visa Account ID displays as 15 asterisks plus the last 4 digits of the Visa number.

Use this optional field only for the Visa card pay method. This field displays if any expense batch type, or pay method associated to an expense batch type has a Source of "VISAVCF40."

Visa Effective Date

Select the date when the Visa employee and account IDs became active for this employee.

Use this optional field only for the Visa card pay method. This field displays if any expense batch type, or pay method associated to an expense batch type has a Source of "VISAVCF4.0.

OK

Select OK to add the employee pay method record. The information will display in the Employee Pay Method table.

Cancel

Select Cancel to close the dialog without adding the record.