How do I calculate benefits using debit overrides? (2024.05)
By default, Calculate Benefits uses the GL accounts defined in Organization to calculate benefit amounts.
You can choose to calculate benefits using the debit override account from the employee pay code instead. This is useful when benefit expenses should be charged to a different GL account than the account normally associated with the benefit pay code.
How the Debit Account Is Selected
The debit override account is stored on the employee pay code in Modify Existing Employees.
When benefits are calculated:
- If the employee pay code does not have a debit account, Connect uses the debit account from the pay code.
- If the employee pay code has a debit account, Connect uses that account to calculate the employee’s benefits.
This option allows benefit expenses to follow the employee-specific debit account when one is assigned.
Setting up my preferences to use debit overrides
1. Open Connect Payroll > Employees > Calculate Benefits.
2. Click Options (F12).
3. Click to select Calculate using debit overrides.
4. Click OK.
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