Card Information window—Payroll Details view—Pay History

The Card Information window—Payroll Details view—Pay History is where historical pay details for each employee are stored. You can view and change individual employees’ wage, deduction, and tax amounts, as well as the employer expenses you’ve incurred for individual employees for the current and previous month(s) of the current payroll year.

If you’re starting to use the Payroll feature after the first pay period of the payroll year, you need to enter each employee’s pay history for the current payroll year up to (but not including) the current date. You can enter pay history for specific months or quarters.

Amounts entered in the Pay History window appear on reports not derived from payroll activity (such as register reports). They are not recorded as transactions in your accounts.

Note that if you make a change and then want to use the previous amount, your software can’t automatically reconstruct the monthly totals.

Field Descriptions

Employee Name

The name of the employee appears in the left corner.

Card ID

The card ID of the employee appears at the top of the window.

Show Pay History for

Select a specific month or quarter or Year-to-Date from the list.

Category column

This column displays the wages, deductions, taxes, accruals and employer expenses that were assigned to this employee using the Wages Information window, Tax Table Information window, Deduction Information window, Accrual Balances or Employer Expense Information window. If you want to view more information about a specific item in the column, click the zoom arrow next to the name to display the item’s Information window.

Activity column

This column displays the totals for each month, the totals for each month in the quarter, or the totals for each quarter depending on your selection in the Show Pay History for field.

If you change pay history for a specific quarter, the changed information will be assigned to the first month in that quarter.

Action menu

Click to open a shortcut menu of common actions and tasks associated with the selected card record. Choose a task from the list. For example, if you selected a transaction task, the transaction window appears with the selected card record already assigned to the transaction. Actions available from the menu are grouped into areas such as transaction tasks, printing tasks, and contact management tasks.

New

Click to create a new card.

OK

Click to save your changes and close the window.

Tips for this window

Related Topics

■	Entering employee payroll information

■	Creating employee cards

■	Reviewing payroll information