Standing Transactions

Standing Transactions Overview

The Standing Transactions Inquiry screen displays a list of all employees that SapphireOne has automatically created a standing transaction for. The standing transaction will only reflect any permanent arrangements that you have for your employees pay or hours worked once their employment data has been entered by the PayRoll officer.

This page has been added to the Payroll function as a convenience for the Payroll officer, so that the actual transactions that go to make up an employee’s pay may be checked from within the Payroll function.

This Standing Transactions function for an employee may be modified by going to: Payroll / Payroll / Standing Transactions Inquiry.

You can modify the standing transactions for an employee by selecting the employee.

If there are no standing transactions entered for an employee the employee will NOT appear in any Pay Runs. When a new employee starts, the Payroll officer has to open the employees standing transaction file and enter in some standing transactions. The first standing transaction to be entered would usually be a Salary or a Wage.

Setting up Standing Transactions for Employees

Standing Transactions for employees must be entered when any new employee commences employment. These details are updated when there are any changes to his employment record that has to be made permanent. For example, a car allowance is given on a permanent basis.

Until you have set up Standing Transactions for an Employee, that employee will not be displayed in the list when you do a Payrun.

The first Standing Transaction set up for any employee would normally be some type of payment in the form of a Salary or Hourly pay with a set number of hours declared for each pay period.

Alternatively, an Hourly Pay rate may be declared with zero hours for each pay period. This would mean that the employee would receive nothing until their Working Transaction file was modified by the Payroll Officer to reflect the actual number of hours worked each pay period. This is useful when an employee works varying numbers of hours for any given pay period.

You can add to, or remove lines from the Standing PaySheet area. ‘Recalc’ allows you to recalculate the Standing PaySheet. The Company split button allows you to establish a company split default.

You can also check out our Blog and YouTube channel for additional information and resources on SapphireOne ERP, CRM and Business Accounting software.

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Working Transactions