How do I change the default setting to use debit overrides to calculate benefits? (2025.02)
The default setting will use the debit overrides to calculate benefits.
Normally, the payroll system automatically assigns wages, taxes, and benefits to predefined accounts. However, when a debit override is applied, it changes where the costs are recorded.
Here are a few reasons why you might use a debit override:
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Accurate cost allocation. Ensures that benefit expenses (for example, health insurance, retirement contributions, PTO) are charged to the correct job, department, or cost center rather than a default account.
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Manual adjustments and corrections. If an employee's benefit calculations were incorrect in a previous payroll cycle, a debit override can correct the issue without disrupting normal payroll processing.
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Handling special payroll scenarios. Debit overrides can modify how benefits are calculated, for example, excluding or adjusting certain deductions.
This option is included in the 2025.02 release.
Calculating benefits with debit override
1. Open Connect Payroll > Employees > Calculate Payroll.
2. Click Options (F12).
3. In the Benefits section, click to select Calculate using debit override.
4. Click Save (CTRL+S).
Calculating benefits without debit override
1. Open Connect Payroll > Employees > Calculate Payroll.
2. Click Options (F12).
3. In the Benefits section, click to remove the checkmark from the Calculate using debit override checkbox.
4. Click Save (CTRL+S).
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