Setting up Optional Fields

To Define Optional Fields

1. From Payroll Setup, choose Optional Fields.
2. Complete the information for each optional field you plan to use in payroll.
3. The Settings button is available only if you are adding optional fields for transactions, transaction earnings/deductions, transaction taxes or payroll processing.
   • The Settings button is available only if optional fields have been entered. To use it, enter an optional field code, move to another field, and then click the Settings button. This opens the Settings window.

     The Settings window lists all the groups of accounts that are affected when you post transactions of the type for which you are defining the optional field. Use the window to select the accounts for which you want to pass values to General Ledger when you post transactions that include the optional field.

4. Click Add (or Save) to add the optional field.

5. You can now assign the optional fields to employees, earnings/deductions, or tax records, or use them in the types of transactions for which they are defined.