Configure Vision to Post Contribution Expenses and Liabilities to an Employee's Organization

You can post expenses and liabilities related to employer payroll contributions by an employee's organization.

If you follow these steps to configure Vision so that the majority of your contributions follow the employee’s Organization, you can still override the organization for a particular contribution and post employer payroll contributions to the project set up in Payroll Contribution Setup. For example, if all your contributions should follow the employee’s organization with the exception of 401k, you could choose to distribute the debits and credits in the Accounting Company Settings form, and then enter a project in the Project field on the Payroll Contribution Setup form for the 401K contribution.

To track and post employer contributions by individual organization, complete the following steps:

1. From the Vision Navigation menu, click Configuration > Accounting > Company Settings.
2. Click the Organization tab.
3. Select one or more of the following options:

   Option	Description
   Payroll contribution expense debit	Select this option to show the employer's payroll contribution expense by organization. Selecting this option displays the Payroll contribution expense debit fields on the General tab of the Individual Organization Setup form. When you run payroll with this option selected, Vision does the following to determine which organization to credit. Looks up the employee's organization (specified in the Employee Info Center) from Individual Organization Setup and finds that Organization's Payroll contribution expense debit project number, as specified on the General tab. Looks up that project number in the Project Info Center to find its organization. Credits the organization. You must select Maintain separate balance sheets by Organization to select this option.
   Payroll contribution liability distribution credit	Select this option to show payroll employer contribution liability distribution credits by organization. Selecting this option displays the Payroll contribution liability distribution credit fields on the General tab of the Individual Organization Setup form. When you run payroll with this option selected, Vision does the following to determine which organization to credit. Looks up the employee's organization (specified in the Employee Info Center) from the Individual Organization Setup and finds that Organization's Payroll contribution liability distributions credit project number, as specified on the General tab. Looks up that project number in the Project Info Center to find the Organization associated with the project. Credits that Organization. You must select Maintain separate balance sheets by Organization to select this option.

4. Click Save.
5. From the Vision Navigation menu, click Configuration > Organization > Individual.
6. Open an organization to specify contribution liability distribution credit and/or contribution expense debit projects.
7. In the Payroll Contribution liability distribution credit field, select the project, phase (if any), and task (if any) to use for the contribution liability posting for employees associated with this organization in the payroll run.
8. In the Payroll contribution expense debit field, select the project, phase (if any), and task (if any) to use for the contribution expense posting for employees associated with this organization in the payroll run.
9. Click Save.