Qualifiers

1. You have added a new Associate or Novated Lease that needs a catch-up deduction made in the first billing

2. The Item is active and the Billing records have been created

Process

1. Navigate to Packaging / Employees

2. Employee ID - enter or lookup the required employee record

3. Navigate to Current Packages tab

4. Package Item - click on the hyperlink of the first record to navigate to the item record

5. Contract ID - click on the contract hyperlink to navigate to the contract record

6. Navigate to Lease tab

7. Note the Amount and GST recorded for the Pre-Tax and Employee Contribution budgets

8. Click on Insert button

9. Enter those amounts into the new record.

10. Click on Save button

11. Go to the last period

12. Click on Edit button

13. Update the amounts on this record to be 0.

14. Click on Save button