JOB: Daily Budget Adjustments

Select the type of adjustment you want the system to recalculate.

Taxes and Insurance

Select this option to recalculate the budgeted Taxes and Insurance amounts for the specified date range and Job Numbers, using the current rates set up in the Taxes and Insurance screen.

In addition, if you select this option (along with the Update GL Labor Distribution check box), you may recalculate the actual Payroll Tax and Insurance dollars attached to any Labor Distribution entries in the General Ledger for the dates and jobs specified.

For customers using the Payroll Tax Allocation program, the Payroll Taxes and Insurance are broke out by each tax code and are recalculated every time daily job budgets are calculated or recalculated.

For existing Daily Job Budgets, WinTeam will calculate the new Payroll Tax and Insurance fields by using the existing Payroll Tax & Insurance totals and dividing it proportionally among the new Payroll Taxes & Insurance fields based on the current settings for the Job.

For customers who are NOT using Payroll Tax Allocation by Job, the existing functionality will not change.

Single Day (Holidays)

Select this option to recalculate budgets for the specified date range and Job Numbers. If you select this option, a date field displays to enter the date to perform the recalculation.

The Update GL Labor Distribution check box is visible if you have selected Taxes and Insurance as the Adjustment Type.

Select this check box to recalculate system calculated actual Payroll Tax and Insurance dollars attached to any labor Distribution entries in the General Ledger. Changes are reflected in the Job Cost Analysis (provided you have selected the Include System Calculated Actual T & I check box) and Profit & Loss financial statements.

Note:  The Update GL Labor Distribution check box only works if the Tax Allocation by Job check box is not selected in the Taxes and Insurance section of the Misc. tab in PAY: Defaults.

The Payroll GL Numbers can be set up on the Company Setup screen.

Dates

The Date Range category is available only if the Adjustment Type is Taxes and Insurance.

If you selected Taxes and Insurance as the Adjustment Type, use the Dates category to select the range of dates to recalculate. Type the beginning date in the From field and the ending date in the To field.

Jobs

Use the Jobs category to select the Jobs to include in the recalculation.

Select All to include all Jobs.

Select Range to define a range of Jobs for the recalculation. When you select Range, the range fields display. Type the beginning Job number in the From field and the ending Job number in the To field

Taxes & Insurance

The Taxes & Insurance category is available only if the Adjustment Type is Taxes and Insurance.

Use the Taxes & Insurance category to select the Tax & Insurance Types to include in the recalculation.

Select All to include all Tax & Insurance Types.

Select Pick to define specific Tax & Insurance Types include in the recalculation. When you select Pick, the Tax & Insurance Types list displays.

OK button

Click OK to proceed with the adjustments.

For more information see Recalculating Payroll Taxes and Insurance.

Cancel button

Click Cancel to close the screen.