How do I change my default settings to calculate benefits using the job number and debit overrides? (2025.02)
The option to calculate benefits using the job number and debit overrides is only available when the interface to Connect Project Accounting is set up.
How do I set up the Project Accounting interface? In Connect Payroll, open Organization and navigate to the Interfaces tab. Select the Project Accounting tab, and then select Caselle 4.x as the Interface. [More]You can change the default setting to calculate benefits using the
job number, or
job number and debit overrides.
Calculate the benefits with job numbers assigned to transactions. For example, an employee splits their time between Project A and Project B, working 50% on each. The employee's salary and associated benefits are proportionally allocated to each project in the accounting system. If their monthly benefit cost is $2,000, each project would be assigned $1,000 in benefits expense.
The job numbers are set up in Connect Project Accounting.
Calculate benefits with job numbers using the general ledger debit override settings from the pay code. Using the debit override will replace the default general ledger account.
The debit override account is in Organization > Pay Codes on the Employer tab > Debit Override Account tab.
Calculating benefits using the job number
1. Open Connect Payroll > Employees > Calculate Payroll.
2. Click Options (F12).
3. Click to select Calculate with job number.
If the section for Benefits is not available, you need to set up the Project Management interface before you continue. [More]
Calculating benefits using job number and debit overrides
1. Open Connect Payroll > Employees > Calculate Payroll.
2. Click Options (F12).
3. Click to select Calculate with job number.
If the section for Benefits is not available, you need to set up the Project Management interface before you continue. [More]
4. Click to select Calculate using debit overrides.
5. Click OK.
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