Payroll with the Punches Back Office Corrections Presented by: Kate Graff Kevin Tompkins Hugh Gilpatric

Objective: When, Why, How? When, Why and How to do a Back Office correction in Avionte. Correcting Payroll? Paycheck Corrections: Reissue, Void, Reversal Correcting Billing? Invoice Correction

Reissue Paycheck: Why Check is lost or damaged Correct amount and employee paid

Reissue Paycheck: How

Reissue Paycheck: Result

Void Paycheck: Why Content needs to be corrected Check uncashed Void example: Paid incorrect employee

Void Paycheck: How

Void Paycheck: Result

Reverse Paycheck: Why Content needs to be corrected Check already cashed Two Examples: 1. Employee content 2. Incorrect Pay rate/units

Reverse Paycheck: When Example 1: Missing employee deduction Must correct Employee information before completing reversal Employee  Payroll  Deductions Start Date

Reverse Paycheck: How

How: Payroll 1. New Batch 2. Select Transaction 3. Process Error: check has zero net 4. Approve 5. Print 6. Post

Reverse Paycheck: Result

Reverse Paycheck: Example 2 Correction needed on Pay Units or Pay Rates Example 2: Incorrect hours paid to employee

Reverse Paycheck: How

Reverse Paycheck: Result New Gross

Invoice Correction: Why Anything on invoice needs to be corrected Only one type Two Examples: 1. Incorrect Bill units/rate 2. Customer content

Invoice Correction: How

Invoice Correction: Result: Print Invoice Customer Invoices Display selected

Invoice Correction: Example 2 Correction needed on Customer information Example 2: Need PO Number displayed on invoice

Invoice Correction: When Must update Customer or Order information before completing invoice correction Customer  Back Office Setup  Billing Setup Display Item Order  Detail  PO Number (if not assigned)

Invoice Correction: How

Invoice Correction: Result: Print Invoice Display Items PO Number

Practice!

Questions?