Employee Allocations
Employee Allocations match payments to what they settle. It works exactly like customer and supplier allocation — payslips and claims are the liabilities, payments are the money, and allocation is what connects them.
Where to find it
Go to HRM > Allocations.
What can be allocated
| Allocate | Against |
|---|---|
| An employee payment | A processed payslip. |
| An employee payment | An approved reimbursement. |
| A payment | Another payment, where a correction is being applied. |
Changing an allocation
The allocation window lets you move an allocation from one document to another, and remove one entirely. A payment allocated to the wrong payslip is corrected here rather than by voiding and re-entering.
Unallocated payments are the thing to watch. The money has left the bank but the payslip still reads unpaid, so payroll status and the employee ledger disagree — and the employee may be chased for something already settled.
Related pages
- Employee Payments Inquiry — where unallocated payments show
- Employee Payment — pay and allocate in one step
- Payroll Inquiry — what is owed
- Customer Allocations — the same mechanism on the sales side