Booking bonus: Difference between revisions
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## 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 |
Latest revision as of 07:15, 2 October 2024
Calculating bonus
- Obtain the bonus calculation template from 'Money' channel
- Use steps from help tab to fill in the sheet
- Save file as '<year>-Q<quarter>-bonus.xlsx' and export as pdf
- Post pdf version of file in 'Money' channel
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 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.
Create bonus booking on exact
- Exact -> Financieel -> Boeken en grootboekrekeningen -> Boekingen -> Aanmaken (English: Financial -> Entries & G/L Accounts -> Entries -> Create)
- Click '91 - Bonus verdeling'
- First line item
- Set 'Datum' to last day of the quarter you're booking the bonus for (e.g. December 31st when booking Q4 bonus)
- Set 'Grootboekrekening' to '4010 - Bijzondere beloning'
- Set 'Omschrijving' to 'Bonuskosten <year> Q<quarter>'
- Set 'Debet' to total bonus to be paid out as calculated in sheet (under 'Bonus costs')
- Line item for every employee that receives a bonus (as calculated in bonus sheet)
- Set 'Datum' to same value as first line
- Set 'Grootboekrekening' to '1790 - Te betalen bonussen'
- Set 'Omschrijving to 'Bonuskosten <year> Q<quarter> <employee name>'
- Set 'Credit' to amount of bonus for that employee (as calculated in bonus sheet)
- Line item for every owner that receives a bonus (as calculated in bonus sheet)
- Set 'Datum' to same value as first line
- Set 'Grootboekrekening' to '4010 - Bijzondere beloning'
- Set 'Omschrijving to 'Bonuskosten <year> Q<quarter> <owner name>'
- 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
- Save the entry
Attach bonus calc sheet to booking in Exact
- Exact -> Documenten -> Nieuw document (English: Exact -> Documents -> New Document)
- Subject: 'Bonus <year>-Q<quarter>'
- Categorie (Category): 'Crediteuren'
- Date: Today
- Delen (Share): Huidige administratie
- Type: Bijlage (Attachement)
- 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