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
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.