For X Dispatch 19.1 or newer. See here for older versions.
Deduction items are settlement items that are applied to a human resource record.
Field Name | Description |
---|---|
ID | A unique numerical ID that is auto-populated. |
Description | The description, or name, of the deduction item. |
GL Account | Optional. GL Account associated with the deduction item. See GL Accounts. |
How to Add a New Deduction Item
- Go to Maintenance > Deduction Items.
- Click the button.
Alternate steps:
- Click the arrow next to the New button, or press the Alt + N key.
- Click Deduction Item.
How to Edit a Deduction Item
- Go to Maintenance > Deduction Items.
Click the deduction item you would like to edit or right-click the row and select Edit.
The right-click menu option Open in New Window will open the edit form in a window that can be moved around.
How to Delete a Deduction Item
- Go to Maintenance > Deduction Items.
Click the deduction item you would like to delete.
Click the button.
Section Functions
Customize Grid Layout
You can customize which columns you would like to view and arrange the order by clicking the Edit Grid Layout icon .
Change View
Requires X Dispatch 19.1 or newer.
You can switch between a table view and a card view by clicking on the Card View icon or Table View icon .
Zooming Settings
Requires X Dispatch 21.0 or newer.
You can zoom in or out of Next Dispatch pages in X Dispatch by right clicking on the page (other than on a card or table) and selecting Zoom In or Zoom Out, or use the Ctrl + or Ctrl - keys.
Select
Use the checkbox at the beginning of each row, or at the top of each card, to select multiple records.
Quick Tip
No more than 2 windows can be open or edited at a time.
Right Click Menu
Right click on a row or card to view right click menu options.
Deduction Items in X Dispatch
Deduction items can be added, edited and removed in the Deductions tab of the human resource and agent records.
Example of Amount Type
Deduction amount will be $30.
Example of Percent Type
If the deduction item Type is set to percent, the percentage of the human resources pay in the settlement will be used and you can set a minimum and/or maximum amount.
Deduction amount will be 30% or $5 and no more than $100.
Creating a Payment or Credit Using a Deduction Item
Deduction items can be used to create payments in settlements to pay more, such as for credits or raises, by entering a negative value for the Amount when adding the deduction item to the human resource or agent record.
On the settlement, the negative value is displayed as a payment.