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Employee payroll advances being used to pay for purchases

Is there a better way of handling this situation. I'm a bit of an RMS newbie, so would appreciate your experienced brains here.

I allow my staff to buy merchandise at a discount with their purchases being automatically deducted from their paychecks. I have set up each employee with a customer account, and am tracking their purchases successfully. What I need to do is find a way to credit their accounts when I make the payroll deduction, and have this reflected correctly in my QuickBooks extract.

I (think I) can add a new tender type to do this, but don't really want this to be on everyone's tender menu.

Is there a better way to handle these occasional credits? Alternatively, can the tender type only show up on my tender menu? Obviously, I don't want staff to be able to make these adjustments themselves.

Thanks, everyone.

Malcolm

Reply to
Top Dog
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What I have done for this to setup an employee purchase decuction in payroll cheques that post to my GL in Simply Accounting.

When I post my sales from the POS I post the difference to the same GL account and they wash each other out.

"T> Is there a better way of handling this situation. I'm a bit of an RMS newbie,

Reply to
fabiano

Are you talkng about how you handle this in you accounting software?

My question is about how to post it in RMS so that the employee / customer account shows a zero balance when I run customer statements.

If you're talking about this posting happening in RMS, then I'm not clear on how your solution is set up.

Reply to
Top Dog

TD,

Try creating a tender type using Account for the type. Call it Store Account, Revolving, Net 30, whatever. Assign your customers (employees) to it, Customer | Properties | Account Info | Account type.

Now to make a payment against the account, either make a payment (Shift + F4) and pay cash or what ever and throw in the drawer a piece of paper for the amount or go into the properties of the customer, Account Info tab and create a credit adjustment and label it payroll deduction.

Problem is I don't know where the credit adjustment posts to the GL account.

Create a sample database and play with it.

Reply to
Jeff

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