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Transaction Type - Add / Edit Transaction Types

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Add a New Transaction Type

 

Edit an Existing Transaction Type

 

Transaction type Definitions

 

Transaction Type Properties

 

 

 

 

Add a New Transaction Type

  1. From the Start page, select Admin Tools from the Actions menu or click the Admin Tools shortcut button to open the Admin Tool Main window.

  2. Under Category, click System.

  3. Under Select, double-click Transaction Type to open the Transaction Type window.

  4. Click the Add New button. The Details sub-tab is cleared and ready for the new transaction type to be entered.




  5. In the Name field, enter a name for the transaction. Give the new transaction type a name that reflects its use. For example, if the transaction being created is for PEO transactions, then a name like "P.BurdenCost" makes it more easily identified.

  6. In the Description field, enter a brief description of the transaction.

  7. The System Name field will automatically be updated to contain the name that was entered in the Name field. Remove all spaces between words in this field. For example, "Example Transaction Name" should be changed to "ExampleTransactionName".

    Note: This field is not editable after saving the new transaction type to the system.

  8. From the Type drop-down menu, choose a transaction type. See Transaction Type Definitions below for more information about the items in this list.



    Note: The choice made from this drop-down menu cannot be changed after saving the new transaction type to the system. 

  9. Put a check next to each property that applies to this transaction type. See Transaction Type Properties below for definitions of each property. Properties that are either required or unavailable for this type are colored gray and cannot be changed.





  10. If the new transaction type is a deduction, click the Deduction Category drop-down menu and select an appropriate category.





  11. The Pre Tax Deduction drop-down menu will be enabled if the Is Adjustment Type box is checked. Select the desired option from the Pre Tax Deduction drop-down menu. 





  12. From the Vertex CMP Code (Vertex Compensation code) drop-down menu, select the applicable option.

    Users of Avionté version 15.1 or earlier may see a free-text field instead of a drop-down menu. If presented with the free-text field, enter either "r" for regular or "s" for supplemental.

  13. In the W2Box field, enter the appropriate W2 form box number for this transaction if it will appear on an employee's W2.

  14. In the W2Label field, enter the text that will be displayed as the transaction's label on the employee's W2 form.
    Note: These labels need to be entered in capital letters in order to appear on the W2 with Greenshades. Example: DD

  15. Add a check next to each branch that should have access to this transaction type.



  16. Click Save to add the transaction type to the system.

 

 

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Edit a Transaction Type

  1. From the Start page, select Admin Tools from the Actions menu or click the Admin Tools shortcut button to open the Admin Tool Main window.

  2. Under Category, click System.

  3. Under Select, double-click Transaction Type to open the Transaction Type window.

  4. Search for the transaction type to be edited.

  5. Click on the transaction type in the grid to view its details in the Detail sub-tab.

  6. Make the required changes.

    Some fields may not be editable. See Uneditable Fields to learn which fields are not editable.

  7. Click the Save button to save all changes.

 

 

Cancelling Changes

Any changes made before saving can be undone by clicking the Cancel button. Edited fields will revert to their original values.

 

 

 

 

Uneditable Fields

Several fields are not editable after a transaction type has been created:

 

  1. System Name

  2. The Type drop-down menu.

  3. All required fields for that transaction type.

  4. All inapplicable fields and drop-down menus for that transaction type.

 

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Transaction Type Definitions

 

Transaction Type Definition
Adjustment A one-time adjustment entered in Time Entry that is applied post-tax, e.g., a charge for a drug test.
Adjustment + Deduction A post-tax adjustment that is taken once or multiple times. This adjustment is dependent upon whether the deduction is made in either Time Entry or Employee Record.
Deduction + Contribution A transaction that is both an employee permanent deduction and an employer contribution, e.g., an employer-matched 401K plan.
ER Contribution An employer-only contribution for a type of benefit, e.g., employer-paid long-term disability coverage.
PayCode Applies to transactions for regular, overtime, and double-time pay.
Permanent Deduction A employee's pay deduction that is entered in the Employee Record only.
Custom Used for other transaction types not covered through the standard types described above.

 

 

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Transaction Type Properties

 

Property Name Description
Is Adjustment A one-time adjustment made in Time Entry and applied post-tax, e.g., a drug test charge.
Is Transactional Adds the transaction type to the Time Card Entry screen as a right-click option and as a transaction type to add at the Order/Assignment level.
Is Tiered Sets this transaction type as a tiered transaction. For more information, see Transaction Type - Tiered Transactions.
Allow Web Time Entry Allows users to add time from the web portal for this transaction type. This transaction type will appear in the Type drop-down menu when adding additional items from the web portal.
Is Equipment Adds the transaction type to Mass Equipment Deduction tracking.
Is Permanent Adds this transaction type to the Employee Deduction screen.
Is ER Contribution Adds this transaction type to the drop-down menu in the Employee Contribution sub-tree.
Show Employer Contribution on Paycheck Causes this transaction to appear on the employee's paycheck as an employer contribution.
Is Healthcare Indicates that this transaction is related to healthcare. If the Config Option HealthcarePlanOffered is set to False, transactions with this setting will not be usable.
Allow Multiple Entry Allows multiple transaction types to appear within the same transaction, e.g., a one-off equipment return transaction is allowed to take place multiple times per transaction.

 

 

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