This article defines the basic elements of the Customer > PEO page. For details about the setup and addition of a new Professional Employment Organization, visit the Create a New PEO Customer article.
The PEO (Professional Employment Organization) section of the Customer sub-menu enables the creation and modification of PEO transactions that will be used on invoices for customers.
Entries entered here will be processed and added when a Payment Batch is posted.
Note: The Is PEO checkbox must be marked for each customer in the Service Info section of Sales and Service before PEO charges will be added.
PEO Grid Columns
|InvoiceText||The name of the PEO transaction as it will appear on the invoice.|
|PropertyName||The type of calculation used for this transaction (Passthrough or Percent).|
|DerivedTypeName||Select the type of calculation (Burden, Tax, etc) used in this transaction.|
|PEOValue||Enter a numerical value for calculations used in this transaction:
||A stored procedure will need to be created or modified in this case. In this case, neither percent or passthrough should be selected as the PropertyName during setup.|
|IsActive||A check box indicating if this transaction will be applied to a customer's invoice.|
|Edit||Clicking this button will open the Add New PEO Billing wizard with this transaction's information inserted.|