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Booking bonus: Difference between revisions
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(Created page with "== 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 == Create bonus booking on exact == # Exact # Financieel # Boeken en grootboekrekeningen # Boekingen # Aanmaken # Click '91 - Bonus verdeling' # First line item ## Set 'Datum' to last day of the quarter you're booking the bonus fo...") |
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# Save file as '<year>-Q<quarter>-bonus.xlsx' and export as pdf | # Save file as '<year>-Q<quarter>-bonus.xlsx' and export as pdf | ||
# Post pdf version of file in 'Money' channel | # 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 == | == Create bonus booking on exact == | ||
# Exact | # Exact -> Financieel -> Boeken en grootboekrekeningen -> Boekingen -> Aanmaken (English: Financial -> Entries & G/L Accounts -> Entries -> Create) | ||
# Click '91 - Bonus verdeling' | # Click '91 - Bonus verdeling' | ||
# First line item | # First line item | ||
| Line 28: | Line 32: | ||
## Set 'Grootboekrekening' to '4010 - Bijzondere beloning' | ## Set 'Grootboekrekening' to '4010 - Bijzondere beloning' | ||
## Set 'Omschrijving to 'Bonuskosten <year> Q<quarter> <owner name>' | ## Set 'Omschrijving to 'Bonuskosten <year> Q<quarter> <owner name>' | ||
## Set 'Credit' to amount of bonus for that | ## 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 | # Attach the pdf version of the bonus calc sheet | ||