Use the Pay Methods tab of the Manage Resource Information screen to identify the methods by which the employee will pay for expenses.
Note: The
Pay Methods tab is enabled only if you are licensed for Deltek Expense.
Table Window
Existing employee pay method information displays in the non-editable table window, which is sorted by the
Pay Method Code column. Use the
Add Employee Pay Method,
Edit Employee Pay Method, and
Delete Employee Pay Method functions to add, edit, or delete charge numbers.
| Field | Description |
|---|
| Pay Method Code
|
This non-editable column displays the employee pay method code.
|
| UDT01-15 Information
|
This field displays the label/name of any of the 15 UDTs selected for use in Configuration in UDT order after the
Pay Method code. For example, if you label UDT01
Account, then the column displays with the description of
Account.
The pay method values in Employee Information are used in conjunction with a
Company Paid pay method,
Cash Advance accounting information or
Company Receivable accounting information. Some companies use a single default account or organization as part of the information the expense is billed towards for the entire company. However, other companies have specific UDT values that apply to each employee. By manually adding the UDT values for any pay method you want to use, Deltek Expense automatically defaults in the correct value for the employee.
|
| Expense Reference Code
|
This non-editable column displays the reference code for this employee pay method.
|
| Batch Expense ID
|
This non-editable column displays the batch expense ID that is used for this employee pay method.
|
| 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 check box in the Miscellaneous tab of the General Configuration screen and you are using the
UDT06 and/or
UDT07 fields. See Special Topic: Costpoint Multicompany for details on this feature.
|
| 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
VISAVCF40.
|
| Delete Employee Pay Method
|
Select the employee pay method information that you wish to delete by selecting the check box on the row or rows that you wish to delete. Then click
Delete Employee Pay Method to delete the row(s).
|
