Overview
The Accrual Types add/edit list can be used to group related accrual types into a single category. This will help you classify and manage accruals.
Accrual Types are used to filter records when accruing labor.
When performing Labor accrual based on Timekeeping , the Accrual Type allows you to filter subsets of employees that belong to same Paycheck Frequency. (Employees with Lump Sum hours on the last day of the pay period vs. timekeeping by day).
When performing Labor Accrual based on a Payroll Batch, the Accrual Type filters the checks that are included in the selected Batches.
When performing Labor Accrual based on Budgets, the Accrual Type filters the records to select the type of accrual to process.
The Accrual Types add/edit list can be accessed from the Employee Master File or the Job Master File (Accounting Info) screen.
Key Functionality
ID
WinTeam automatically assigns an ID to each new record, and uses the ID field to identify each record. You may change system-assigned ID Numbers.
Description
Use this field to enter a unique name for the record. After a new record is created, WinTeam displays this Description with the corresponding ID number in the Add/Edit list.
Active
Select this check box to make the selected record active. Clear the check box to make the record inactive.
Default
Select this check box to make the selected record the default value for this Add/Edit list. WinTeam uses this record to automatically fill in the corresponding field on a new record in the related screen.
Security
This add/edit list is part of the SYS Add Edit List ALL Security Group.
Security Features include the ability to:
- Deny Set Active\Inactive
- Deny Set Default
Tip: For more information see Security Groups Overview and Security Groups By Module.