Report Description
The Transaction Type Configuration Verification AQ is a reporting tool designed to help you efficiently review and verify your transaction type configurations without manually checking each setup in Admin Tools.
When to Use This Report
During Implementation: Verify transaction types are configured correctly before going live
Year-End Preparation: Ensure all transaction type settings are accurate before tax filing
Periodic Audits: Review which transaction types are actively being used and their configurations, such as when adding a new 401K program, or adding a new health insurance benefit.
Troubleshooting: Identify configuration issues when payroll or tax calculations seem incorrect.
Parameters
| Parameter Name | Explanation |
|
Date Type |
Accounting Period Date, Check Date, Week Worked |
| Start Date | |
| End Date |
Report Fields
| Field Name | Description |
| ConfigTransactiontypeID | ID |
| Name | Name of the Transaction Type |
| IsPermanent | shows if this transaction type gets added to the Employee Deduction screen. |
| IsDeduction | shows if this transaction type is a one-time adjustment made in Time Entry and applied post-tax, e.g., a drug test charge. |
| IsTransactional | shows if this transaction type can be added to the Time Card Entry screen as a right-click option and as a transaction type to add at the Order/Assignment level. |
| EmployeeDeductionCount | Count of Employee that have this deductional Paycode set up on the Employee > Deduction Tab. |
| TransactionEntryCount | Count of Transactions that have this deductional paycode deducted. |
| PaymentCheckDeductionCount | Count of Checks that have this deductional paycode deducted. |
| OrderRateCount | Count of Orders that have this paycode setup on the Order > Rates Tab |
| AssignmentRateCount | Count of Assignments that have this paycode setup on the Assignment > Rates Tab |
| SystemName | Unique Name given to each Transaction type |
| GPCalculation | Property that determines if the Transaction is used in GP calculation |
| IncludeInOtherHours | Property that Determines if and how transaction types are tracked in the system by indicating whether to include Pay and Bill Units in a particular Transaction's 'Other Hours'. |
| IsCalculatedHours | Proprerty that determines if this transaction type can be used in worker's compensation calculations in the states of Washington and Oregon to pass the number of worker hours to Vertex. |
| IncludeInACAHours | Determines whether a transaction should be included in the calculation of Affordable Care Act (ACA) service hours. |
| PreTax | Show if the values are to be calculated before deducting Taxes. |
| Active | Show if the transaction type is active or not |
| W2Box | W2 form box number value that appears on the employee's W2. |
| W2Label | Transaction's label that appear on the employee's W2 form. |
| UnitToHoursMultiplier | Property allows for units to be converted into hours for inclusion in ACA calculation and accrual plans. |
| IsDiscretionaryBonus | Indicates if the transaction type is a discretionary bonus or should be included as regular hours named "isDiscretionaryBonus" and if it should be included in overtime rate calculations. |
| VertexDeductionCode | Code that maps the transaction to a Vertex tax code for accurate tax calculation. |
| VertexPayCode | Code that maps the transaction to a Vertex earnings code to ensure correct tax treatment of wages. |
| SyncedToFrontOffice | Indicates the transaction type is available for Integrated customers in the Front Office. |
| ExcludeInMinimumWageCalculation | Property that determine whether or not to exclude pay codes from federal minimum wage check while verifying time entry batches. |
| CalculateWorkCompCost | Property determines if Rate percent (Rate%) should be figured into a worker's compensation calculation. |
| IncludeInRegRateOfPay | Property that determines whether the transaction amount should be included when calculating the employee’s regular rate of pay, typically for overtime and compliance purposes. |
*(Parameter: Employee Summary = False)
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