116
edits
Booking bonus: Difference between revisions
Jump to navigation
Jump to search
no edit summary
No edit summary |
No edit summary |
||
| (2 intermediate revisions by the same user not shown) | |||
| Line 7: | Line 7: | ||
=== Requirements === | === Requirements === | ||
Rules based on the following post: https://chat.dsinternal.net/#narrow/stream/25-Money/topic/.E2.9C.94.20Wage.20files.20request.20for.202024-07/near/10522 | |||
* Bonus PDF needs to be ready by the | * Bonus PDF needs to be ready by the 2nd of the new quarter before 11:00, in order for it to be approved and sent to accountants on time. | ||
* All receipts needs to filed and reconciled by the 2nd 11:00 of the new quarter in order for the bonus to be approved. | |||
* The bonus sheet needs to be approved by the 6th, 22:00. | |||
* Bonus needs to filed in Exact by the quarterly meeting, if it is approved. | * Bonus needs to filed in Exact by the quarterly meeting, if it is approved. | ||
== Create bonus booking on exact == | == Create bonus booking on exact == | ||
| Line 32: | Line 34: | ||
## Set 'Credit' to amount of bonus for that owner (as calculated in bonus sheet) | ## Set 'Credit' to amount of bonus for that owner (as calculated in bonus sheet) | ||
# If at this point there is a small difference between Debet and Credit (and all entered numbers are correct), you can create a line with Grootboekrekening '9200 - Rekenverschillen' to make up for the difference | # If at this point there is a small difference between Debet and Credit (and all entered numbers are correct), you can create a line with Grootboekrekening '9200 - Rekenverschillen' to make up for the difference | ||
# Save the entry | |||
== Attach bonus calc sheet to booking in Exact == | == Attach bonus calc sheet to booking in Exact == | ||
# Exact | # Exact -> Documenten -> Nieuw document (English: Exact -> Documents -> New Document) | ||
# Subject: 'Bonus <year>-Q<quarter>' | # Subject: 'Bonus <year>-Q<quarter>' | ||
# Categorie: 'Crediteuren' | # Categorie (Category): 'Crediteuren' | ||
# Date: Today | # Date: Today | ||
# Delen: Huidige administratie | # Delen (Share): Huidige administratie | ||
# Type: Bijlage | # Type: Bijlage (Attachement) | ||
# Boeking: The bonus booking for that quarter | # Boeking (Entry): The bonus booking for that quarter (The 4010 G/L account entry that's not for an owner) | ||
# Attach the pdf version of the bonus calc sheet | # Attach the pdf version of the bonus calc sheet | ||