PANTHEON™ Help

 Toc
 Početna stranica - PANTHEON uputstva
[Collapse]PANTHEON
 [Collapse]PANTHEON priručnici
  [Expand]Vodič po Datalab PANTHEON FarmAccounting
  [Expand]Vodič po PANTHEON Retail
  [Expand]Vodič po DataLab PANTHEON™
  [Expand]Vodič po PANTHEON VET
 [Collapse]PANTHEON korisnički priručnici
  [Expand]Korisnički priručnik za DataLab PANTHEON
  [Expand]Korisnički priručnik za PANTHEON Vet
  [Expand]Korisnički priručnik za PANTHEON Maloprodaju
  [Expand]Korisnički priručnik za PANTHEON Farming
[Collapse]PANTHEON Web
 [Collapse]Vodiči po PANTHEON Web
  [Expand]Vodič za PANTHEON Web Terminal
  [Expand]Vodič po PANTHEON Web Light
  [Expand]Vodič za PANTHEON Web Legal
  [Expand]Arhiva starih proizvoda
 [Collapse]Korisnički priručniki za PANTHEON Web
  [Expand]Kako započeti s programom PANTHEON Web
  [Expand]Korisnički priručnik za PANTHEON Web Light
   Korisnički priručnik za PANTHEON Web Terminal
  [Expand]Korisnički priručnik za PANTHEON Web Legal
  [Expand]Arhiva starih proizvoda
[Collapse]PANTHEON Granule
 [Collapse]Vodič za PANTHEON Granule
  [Expand]Granula Kadrovi
  [Expand]Granula Putni nalozi
  [Expand]Granula Dokumenti i zadaci
  [Expand]Granula Nadzorna ploča
  [Expand]Granula B2B naručivanje
  [Expand]Granula Servis na terenu
  [Expand]Inventar Fiksne Imovine Granula
  [Expand]Granula Inventura skladišta
 [Collapse]Korisnički priručnik za PANTHEON Granule
   Početak
   Primjer korištenja PANTHEON Granula u fiktivnom preduzeću
  [Expand]PANTHEON Granule i aktivacija
  [Expand]Granula Kadrovi
  [Expand]Granula Putni nalozi
  [Expand]Granula Dokumenti i zadaci
  [Expand]Granula B2B Naručivanje
  [Expand]Granula Nadzorna ploča
  [Expand]Granula Servis na terenu
   PANTHEON Granule - česta pitanja i odgovori
  [Expand]Inventar Fiksne Imovine Granula
  [Expand]Inventar u skladištu granula
  [Expand]Arhiva
[Collapse]Korisničke stranice
  Test 2
  Test 3
  Test 5
  TEST_Kreiranje noveg zaposlenika 1000003067
  TEST_Kreiranje noveg zaposlenika 1000003067-MK
  TEST3_Kreiranje novog dokumenta 1000003410-SL
  TEST2_Uređivanje kontaktnih podataka 1000003415-SL
  Test
 [Collapse]Test za CG
   Test podređeni 1
  TEST_Kreiranje noveg zaposlenika 1000003067-BA
  TEST_Kreiranje novog zaposlenika 1000003067-SR
  TEST_Kreiranje noveg zaposlenika 1000003067_EU_ORIG
 [Collapse]Pantheon hosting
  [Expand]Hosting robot
  [Expand]DEMO hosting
  Porez ( cookies )
 [Collapse]Prijava na korisničke stranice
   Registracija za Pantheon korisnike
   Glavna stranica
   Prva posjeta korisničkom sajtu
  Novosti
  Uvod u Wiki
  Upute za stranicu izbornika
 [Collapse]Potpora
  [Expand]Tehnička podrška
   Podrška na daljinu za Host korisnike
  [Expand]Daljinska podrška
  Kako upotrebljavam i dopunjujem wiki ?
 [Collapse]Pomoć
   Pantheon Hosting
   Uporedba verzija pantheona
  [Expand]Dokumentacija
   Vsa navodila
   Video uputstva
   Video novosti
   Pitaj druge korisnike
   Postanite PANTHEON svetovalec
   Sve vijesti
   Svi događaji
   Pregled opomb i planova
   Plan
 [Collapse]Informacije
   Obavijesti
  [Expand]Nastavitev deviznih tečajev
 [Collapse]Moji podaci
   Ugovor o osvježavanju
   Podaci o kompaniji
  [Expand]Pooblaščene osobe
   Dovoljenja
   Lični podaci
   Kontaktni podatci
   Osveževalna pogodba
 [Collapse]Forum
   Spremljanje foruma
 [Collapse]Video
   Instruktivni videozapisi
   Video Ažuriranja
  Portal za razvijače
  Tržnica
 [Collapse]Wiki uputstva
  [Expand]Uvod u wiki
  [Expand]Pretraga po Wikiju
  [Expand]Uređenje Wiki-a
   Pripenjanje dokumentov

Load Time: 328,1539 ms
"
   6613 | 1 | |
Label


Loans

010381.gif010411.gif010382.gif010383.gif

This panel is usually used to track customer credits, but it can also be used to track other deductions from the salary: contributions, deductions for VSPI and MSPI, etc. You can deduct payments from the salary also with earnings types.

In the Credits panel you can define following fields:

45811.gif

Creditor In this field you can enter the subject to which you will deduct a part from the salary of a certain employee (from the Subjects register)
Account In this field is the consecutive number of the creditor's account from the Subjects register | Bank Accounts panel. By default the program will offer the first entered account.
Reference In this field you can enter the reference number that is required on the payment order for the transaction of the installment. If the reference number is not defined on the payment order, the program will enter the value from the Number field.
Number In this field you can enter the number of the credit/deduction from the creditor's record. The value in this field is important for the calculation of the number of left installments.
Bank Branch In this field you can enter the bank branch that will be used in the export to the Processing center.  It is a 3-digit field.
Transaction Type In this field you can enter the bank branch that will be used in the export to the Processing center. If the field is blank, such credit will not be exported to the file for the processing center. In this field you can select from the drop-down menu one of the following options:
  • 00 - Resident's bank account
  • 13 - citizens' savings
  • 14 - citizens' consumer credits
  • 16 - citizens' housing credits
  • 31 - national housing trust fund  credits
  • 32 - Ecology fund credits
  • 52 - national housing savings plan
  • 53 - pension savings plan
  • 54 - saving
  • 88 - citizens' credits.

 
Type You can enter the type of the credit in the Administration Panel | Settings | Program Parameters | Personnel | Payroll | Credits panel. If this field is blank, or you have not defined the entered credit type in the program parameters  program, the program will not run the check for the amounts of deductions. 
Period From In this field you can enter the start period. Meaning, the year and month of the payroll, when the employee started to pay off the credit.
No. of Installments In this field is the number of installments that the employee has to pay off.
Period To In this field you can enter the end period. The period will be calculated according to the entered information in the Period From field and the information in the No. of Installments field, or you can enter it manually.
Installment Amount In this field you can enter the amount of an individual installment that is to pay.
Value In this field you can enter the amount of the total credit that is to pay.
000001.gif If the value of the credit, the value of installments and the number of installment do not match the program will display a warning: Check credit and installments and number of installments! You will have to fix data.
Active If you select this option, the credit is still active. Meaning, it has not yet been paid off. Pursuant to this option and settings in the program parameters the program will display only certain credits (all or active).
Relief In this field you can select from the drop-down menu the type of the relief:
  • N – No Relief (this type is used for, i.e. to payroll withholdings of employees)
  • S – Self-Imposed Contribution (this type is used for self-imposed contributions – such deductions will be listed in the Income report )
  • O – Other Relief (this type is used for other deductions that can be used as tax relief, i.e. membership fees for trade union, VSPI). In the income report this deduction will be displayed as commentaries, for information to the employee.
Formula In this field you can enter the formula for the calculation of a deduction, provided the deduction is a variable. The installment is a product of the value in the formula and the installment. For more information see the example.
ID Codes of payment orders.
If you do not enter the ID of the payment order, the program will use the ID of the default document type for transactions that you have selected in the program parameters .
A payment order for the payment of deductions (self-contributions, payroll withholdings, etc.) must have the same codes of deduction (ID 2) as the earnings type from which it has been deducted. Because of that, the program will use from the register of payment orders for credits only the ID 3 and the name of the payment.
Example:
- you have calculated the employee 120.000 EUR of the net salary with the deduction ID 43 (sickness benefit). The payment order for the payment of the credit will have the ID 43 as well.
- you have calculated the employee 90.000 SIT EUR of the net salary with the deduction ID 43 (sickness benefit) in 30.000 EUR of net salary with the deduction ID 40 (salary fore regular work). The program can allocate deduction ID in two ways:
  • the payment of the credit in the amount of 30.000 EUR will have the deduction ID 40, because the program will search for the lowest deduction ID from which the credit can be paid off in whole.
  • the payment of the credit in the amount of 40.000 EUR will have the deduction ID 43, because the program will search for the lowest deduction ID from which the credit can be paid off in whole.
    if deduction cannot be paid off in one amount, the program will divide the amount to both deduction IDs and create two payment orders for the payment.
    Calculations that are show here are listed also in the recapitulations by payment order codes.

Similar applies if the payment order ID is listed in the register of earnings types for earnings of the phase H.
Installments Left In this field the program will enter the number of no yet paid installments.
Amount Left In this field the program will enter the amount of the not yet paid part of the credit.
Currency If you use this field and define the ID of the currency, the program will in the payroll calculate the amount of the installment from the Installment Amount field multiplied with the currency's exchange rate that you will enter in this field. The program will draw the exchange rate from the Subject, who is a creditor and the date will be equal to the date of the payroll. If there is no exchange rate on this date, the program will take the first date that was entered before the payroll date. Values in the Amount Left field and in the Value field will appear in the same currency as the installment amount.
   

 Use the key combination 005059.gif 005054.gif to delete lines.

000001.gif The program has an integrated check, which will not allow you to delete the credit or the number of the credit, change the period and the amount of the credit, if the credit was already partially dispatched. The program will also display the payroll in which the credit has been calculated: Credit date cannot be edited because it has already been used in the payroll document xxx!
However, you can always change the installment amount and the number of installments!
000001.gif The program has an integrated check, which will report an error if you try to enter a credit to the employee with the defined End Date field in the Employment Record panel:
Employee XXX has quit date on xx.yy.zzzz. Continue anyway?
You can continue (OK) or cancel the procedure (Cancel).
000001.gif

The program has an integrated check, which will report an error if you try to enter a credit to the employee with the defined End Date field in the Employment Record panel:
Employee XXX has quit date on xx.yy.zzzz. Continue anyway?
You can continue (OK) or cancel the procedure (Cancel).

 

   

     


Rate this topic
Was this topic usefull?
Comments
Comment will also bo visible in forum!