How_do_I_link_an_allocation_to_a_GL_activity_

How do I link an allocation to a GL activity?

Flag a wage with a GL activity code. Payroll can link an employee's allocated wages to a GL activity. Caselle uses a GL activity code to track and report transactions tied to the GL activity code in the General Ledger.  


Before you get started

  • Set up a GL activity in the General Ledger application.

  • Turn on the interface in Payroll to make available the options and checkboxes for GL Activity. See the help topic titled How do I set up activity reporting?


Linking an employee allocation to a GL activity

1. Open Connect Payroll > Employees > Modify Existing Employees.

2. Use the field titled Employee to enter the employee name or number. Press Enter.

3. Click to select the Allocations tab.

4. Click to select an allocation for the Allocations list.

5. Find the Allocations subtab.

6. Click to select the field titled GL Activity.

7. Enter the GL activity code. 

The employee allocation is linked to the GL activity code. The allocated amounts will be reported with the GL activity in the General Ledger.

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