Glossary
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How an authorized user's access to Activity is affected by permissions. A user can be granted all accesses, no accesses, or permitted accesses only.
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How a permission allows resources to be viewed, modified, and reported. Common accesses include Change, Combine, Delete, Edit, New, Read, and Report.
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A mechanism to provide for quick entry of account numbers that have common segments. When setting up account defaults, you specify the common segment(s). Then, when you enter an account number, you enter only the unique part of the account number. When you press Tab, Activity fills in the rest of the account number for you.
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A data structure defined on accounts to make generating, printing, and designing financials faster.
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A device for quickly and safely creating a chart of accounts. An account rule specifies legal combinations of segments that are automatically added to the chart of accounts when the Create Accounts wizard is run.
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ACH stands for "Automated Clearing House", an electronic network used to process financial transactions in the United States. ACH information is the information needed to process electronic banking transactions.
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To make an item available/unavailable for processing. The following items can be activated/deactivated: change logs; GL segments, rollups, account indexes, financial views; AR attributes; PO attributes; PR PRCode segments.
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A period of 90 days or fewer allotted for an employer to process insurance plan enrollments.
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Allows a user to view authorized users, resources, permissions, and security views. Advanced security is available at the system level and the company level.
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An offer is considered affordable if the employee contribution for employee-only coverage is less than or equal to 9.5% of the mainland single federal poverty line.
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The total effective tax rate for a tax entity as of a specific date. The aggregate rate includes the tax entity's rate plus the rates of any higher level tax entities.
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The type of date that invoice aging is based on. Aging can be based on the invoice date or the due date.
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A predefined journal entry that generates automatic allocations to specified accounts using a fixed percentage or variable ratio formula. A calendar and date range are assigned to an allocation journal entry to control when the entry can be processed.
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The finance charge assessed per year expressed as a percentage.
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A record that contains instructions for posting from Payroll to AP to generate AP invoices. AP controls are assigned to garnishment records and to PRCode segment items for taxes and deductions.
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A code that can be assigned to a vendor to assist in calculating invoices, defining general ledger entries, and specifying reporting needs. There are three types of APCodes: use tax, payment reporting, payment withholding.
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An optional step in the purchasing process that occurs before releasing a purchase order to the vendor. Approval is controlled at the purchasing department level. On a department, you define the operators who can approve purchase orders, the required approval levels, and the approval buffer when the amount of a purchase order increases after initial approval.
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Comments about customers, invoices, receipts, statements, contacts, or locations. AR notes can be used to document billing problems, customer service issues, courtesy calls, messages, etc.
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A user-defined descriptor that can be assigned to an AR note for organization purposes.
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hard to understand
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A code assigned to detail lines on an AR invoice that categorizes the line for reports; provides account masks for sales, cost, and inventory accounts; controls whether the detail line is subject to sales tax; and controls whether the line is eligible for a discount.
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extremely difficult; requiring great effort
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A period of time, defined by a range of dates, on which finance charges are assessed on past due invoices. It is used to determine the ending balance, average daily balance, assessment rate, and invoice description.
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PR: A user-defined category for classifying employees or payroll distributions so that no employee or distribution has more than one item from a single attribute at any one time.
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The aggregate employer-level data for the employer. There must be only one authoritative transmittal per employer.
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A user with access to Activity based on their access control and security views. A user must first be designated a system authorized user before being designated a company authorized user.
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A PRCode that is normally used in an employee's check calculation. Automatics are only processed during a payroll run. Automatics are date-driven.
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A method for calculating finance charges that is based on the balance derived by summing the ending daily balances for all past due invoices for each day in the assessment period (including the grace period) and dividing that sum by the number of days in the assessment period.
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A statement that shows a beginning balance as of a particular date and invoice and receipt detail since that date. Balance forward statements are used for customers who pay against the account balance rather than against specific invoices.
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A financial institution that a company does business with.
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In Activity, the basis for check printing and reconciliation. Each bank account has its own check register.
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A person with whom you do business at your company's bank along with their address, phone, and email information.
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In Activity, the entity that corresponds to the actual statement sent from the bank for reconciliation.
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Reconciliation information for postings made to GL bank accounts. A bank transaction is reconciled by assigning it to a bank statement.
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Only allows a user to view the Authorized Users folder in the Security menu. Basic security is available at the system level and the company level.
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A method for calculating finance charges that is distinguished by the type of balance the finance charge is assessed on. Finance charges can be based on the ending balance or on the average daily balance.
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Expressions that perform mathematical operations based on a particular check line, other lines on a check, and historical totals. Calculation expressions can access special functions to calculate taxes or garnishments. Calculation expressions are used to derive three types of values: the source amount, the rate, and the result amount of the check line.
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GL: An object that defines the accounting fiscal year and accounting period structure of a company. In AR, GL calendars are used to determine how often a recurring invoice is created.
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A sequential record of modifications to sensitive data in Activity along with who made the changes and when the changes were made. Several data files are available for change logging. Before you can log changes, you must activate the change log for the data file you want to audit.
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A structured list of account numbers that represents all the accounting activities of a company. A chart of accounts is typically grouped into assets, liabilities, capital, revenue, and expenses.
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The date printed on a check and the date that cash posts to General Ledger.
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A detail line from a pay check. There are four types of check lines: pay, deduction, tax, and statistic. Pay lines add to the amount of the check, deduction and tax lines subtract from it, and statistic lines have no effect.
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Also called "follows pay". A distribution method where check lines are automatically distributed to the same departments or projects in the same ratio as a group of check lines that they "follow". These distribution lines cannot be changed. You designate the check line group that is followed on the PRCode segment item.
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A grouping of check lines for calculation and reporting. Groups are assigned to PRCode segment items and can be used in calculation expressions. Groups can even be used in the calculation expression for a PRCode segment item.
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The pay rates, piece rates, deduction percentages, or tax percentages on a check line. Rates can be defined on PRCodes or on employee parameters.
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The amount of a check line calculated from the source amount. Sometimes the result comes from multiplying the source amount times a rate and sometimes from using the source amount as an input in a tax formula or a calculation expression. The check line result is color-coded to indicate its effect on net pay: green adds to net pay, red subtracts from net pay, and blue has no effect on net pay.
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The basis of a check line calculation. For example, a source amount could be the number of hours worked, the number of items produced, or the amount of wages.
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A mechanism for providing check numbering control for a set of check forms and for managing the GL accounts and check form designs that can be used with the register.
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A total that prints on check stubs or direct deposit advice. Check stub items are assigned on PRCode segment items. Multiple check lines or PRCodes can be summarized in a single check stub item. Check stub items are organized in lists (e.g., deductions or employer-paid benefits).
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The termination of an accounting period, a fiscal year, or the operation of a business entity or branch.
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A journal entry used to zero out year-end balances on revenue and expense accounts without deleting historical postings.
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Reservation of funds from a budget to honor a purchase order for goods or services.
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An agreement between your organization and a customer for which your organization agrees to deliver something of value in exchange for remuneration.
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A descriptor used to group contracts. The contract determines the AR invoice type used on settlement invoices.
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The principal entity in the Accounts Receivable package. A customer record represents a single person or organization to which your company issues sales invoices and from which your company receives payments.
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A descriptor used to group customers for billing and reporting purposes. On a class, you can specify account masks for receivables, sales, cost, and inventory accounts which can be applied to all customers in the class.
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A person associated with the customer with whom your company has a specialized contact relationship. The contact record includes the customer location, address, phone, and email information.
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A record that specifies the address, phone, and email location for a customer as well as delivery preferences for invoices and statements, the default tax entity, and salesperson. A primary location, invoice location, and statement location can be designated for each customer.
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A user-defined grouping of customers by taxability status that is used for tax reporting.
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An association between two or more related entity records that helps keep the records up to date. For example, if you have a Payroll employee who is also an AR customer and an AP vendor, you can link all three so that when the employee's address changes, the customer and vendor records are also updated.
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Controlled by a beginning date and an end date. One advantage of date-driven codes is that you can enter future values and have them only take effect after the value's beginning date.
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A keyword or combination of keywords that describe a relative date.
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An organizational unit for the purposes of assigning and defining purchasing responsibility. In Activity Purchasing, departments determine which operators are assigned to a department, purchase order approval levels, whether/how commitments are handled, shipping and billing addresses, etc.
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A collection of AR receipts grouped for a single bank deposit.
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A user-defined label that can be assigned to a deposit to distinguish it from other deposits. Deposit types are helpful in the bank statement reconciliation process. Examples: Cash/Checks, MC/Visa, AMEX, Lock Box, PayPal.
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A deposit of money straight from one bank account into another bank account. In particular, a deposit from a company account into an employee's bank account.
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The disbursement method, calculation, and possibly variable values defined for a selected disbursement set. Essentially, the disbursement rule determines the manner in which an employee is paid all or a portion of his/her payroll check. Disbursement rules are applied on checks created when a payroll run is processed.
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Disbursements grouped by a run type and date range. When a payroll run is processed, Activity determines which employees to create checks for by comparing the run type on the payroll run with the employee's run type and by comparing the check date on the payroll run with the date range on the run type.
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AP: The calculated credit for early payment of a vendor's invoice. The amount depends on the discount terms and the date payment is received. AR: A credit to a customer's account for early payment of an invoice. The amount depends on the discount terms and the date payment is received.
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A user-defined category for classifying payroll distributions so that no distribution has more than one attribute item from a single attribute at any one time. Disbursement attributes might include project or work order.
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A general ledger distribution with predefined accounts that can automatically distribute expenses based on percentages or ratios. Distribution templates can be used when an invoice is entered in order to distribute expenses across a set of accounts based on statistical data. The beauty of distribution templates in Activity is the ability to define them using account masks that are filled in when a template is applied; therefore, one template can be used to generate distributions for many different accounts and different vendors.
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Document Object Model
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A user-defined category for classifying employees so that no employee has more than one attribute item from a single attribute at any one time. Employee attributes might include department or location.
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A PRCode that is normally used in an employee's check calculation. Automatics are only processed during a payroll run. Automatics are date-driven. Lists of commonly used automatics can be set up as employee models for copying to new employee records.
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The variables, declared on segment items, that are needed to calculate check lines for an employee.
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A value specified for a parameter on a segment item and/or on the employee record. For example, this could include salary and base rate, 401(K) percentages, filing status, or number of exemptions. Parameters can be date-driven so that you can activate a value on a future date or expire an old value. Values defined at the employee level take precedence.
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A code that determines whether an employee is employed, whether he/she is paid during Process Payroll Run, and whether he/she accrues leave. Statuses are date-driven.
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A method for calculating finance charges that is based on the balance for all past due invoices at the end of the assessment period (including the grace period).
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A threshold (currently $50,000) below which life insurance coverage by an employer is nontaxable and above which coverage is taxable. Special configuration is required to comply with taxable treatment of excess group term life insurance.
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A file that defines the layout of an electronic file used to make payroll totals portable from Activity to another system such as that of a government entity, insurance or pension administrator, someone else in your organization, etc.
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A company that has purchased the receivables of one or more vendors. Payments for purchases from such a vendor must be paid to the factor. In the Purchasing package, factors are handled like purchasing agents.
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Charges assessed on past due invoices. Calculation of finance charges depends on the finance method used and the parameters defined for the finance method.
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A set of user-defined calculation rules for assessing finance charges on past due invoices.
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A tool for creating custom financial statements using an Excel spreadsheet in conjunction with Activity's General Ledger.
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A tool for creating financial statements in report form.
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A payroll distribution method that automatically generates distributions for selected PRCodes which are in the same ratios as the distributions for a group of check lines that they "follow". These distribution lines cannot be changed. You designate the check line group that a PRCode follows on the segment item.
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Arrangements between a buyer and seller about which party pays for shipping and where responsibility for the goods is transferred.
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Hodgepodge, medley, confused jumble.
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Amounts withheld from an employee's wages in payment of a legal obligation. Activity can garnish wages for child support, IRS agreements, IRS levies, student loans, and state, local, and civil garnishments.
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The number of days past due an invoice can be before finance charges are assessed. If the grace period is blank or 0 days, finance charges can be assessed as soon as an invoice is due.
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A method of calculating pay by specifying the net amount and calculating the taxable amount required to cover the taxes that will be withheld. Gross-up pay is sometimes used for bonus checks.
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An underlined character in a menu or on a data entry form to help you quickly move to a menu or window location or to execute an action.
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Health Reimbursement Arrangement
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Moved from the abstract (template) to the concrete (an actual instance of the template).
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AP: The record of a purchase from a vendor. AR: The record of a sale to a customer.
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An invoice scheme defines the format of AR invoice numbers and tracks the number from which sequential numbering starts. Invoice schemes are assigned on invoice types. If an invoice scheme is not assigned to an invoice type, invoices of that type must be numbered manually.
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A descriptor that groups invoices for reporting purposes. The invoice type defines whether an associated invoice represents a credit, charge, or finance charge; whether the amount is a debit or credit; the defaults for new invoices; and the invoice scheme for automatic numbering. Examples: Invoice, Finance Charge, Credit Memo, Debit Memo, Return, Refund.
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A user-defined grouping of ARCodes by taxability status that is used for tax reporting.
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The accumulated balance (accruals and usage) in a leave ledger as of a particular date.
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An accrual or a usage posting to a leave ledger. Leave entries can be made manually or created automatically when a leave plan is processed.
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An entity used to track an accumulated balance for an employee. A leave ledger might track vacation leave, sick leave, PTO, comp time, a benefit qualification, or any other balance specific to an employee.
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A rule used to automatically create accrual entries or to create usage entries from time sheets. Leave plans update one or more leave ledgers.
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A legal seizure of funds (or other property) to satisfy a tax debt.
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The method for calculating sales tax liability. There are two available methods: Invoice (accrual). Information is based on the invoice date and the total invoice amount. This is the method to use if the tax jurisdiction requires you to recognized tax liability when a sale is invoiced whether or not you have received payment on the invoice. Receipt (cash). Information is based on the receipt date and the amount of payment received during the reporting period. This is the method to use if the tax jurisdiction allows you to delay recognition of tax liability until payment is received.
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A pattern of characters in which some or all of the positions in the pattern are replaced by wildcards. Wildcards used in Activity are the asterisk (*) and the question mark (?). A question mark replaces a single character; an asterisk replaces zero to many characters. Masks can be used in search strings and also as placeholders in data values.
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A purchase order ready for release to the vendor for fulfillment. For a purchase order that does not require approval, you simply change the status of the purchase order to "Master". For purchase orders which require approval, the purchase orders must go through all approval steps. When all approvals are made, purchase orders are automatically moved to master status.
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A span of 3 to 12 months during which an employee's hours of service are counted to determine whether the employee should be treated as full-time or part-time with respect to health care coverage.
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A process to create entries for posting to the general ledger.
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AP: A process that creates the GL entry for an AP invoice that can subsequently be posted to the general ledger. AR: A process that creates the GL entry for an AR invoice that can subsequently be posted to the general ledger.
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A process to post journal entries to the general ledger. After journal entries are merged, only descriptions and memos are editable.
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A process that creates the GL entry for an AR receipt that can be subsequently posted to the general ledger.
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Minimum value refers to the percent of the cost of benefits a plan pays. A plan provides minimum value if it pays at least 60% of the costs of benefits for a standard population and provides substantial coverage of inpatient hospitalization services and physician services.
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Purchases that have already been made, typically by an employee using their own funds (needing reimbursement) or using a company credit card or charge account with the vendor.
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A flag on an entity record that excludes it from daily processing. Obsolete records are not visible in the HD view unless you mark the Include Obsolete checkbox.
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A statement that shows all outstanding charges on the customer's account but does not show payments applied. Open item statements are appropriate for customers who make payments against specific invoices rather than against the account balance.
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A user of Activity Purchasing including those who enter purchase orders and those who approve them. An operator record must be linked to an authorized user record.
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A maximum and minimum pay amount per unit of pay. Pay grades are date-driven. Pay grades are used in the Human Resources package in connection with positions.
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AP: The credit arrangements a company makes with its vendors. Payment terms define the due date and discount dates for invoices. Because payment terms can vary from vendor to vendor, Activity lets you set default payment terms on each vendor but also allows you to assign payment terms on an invoice if the default terms do not apply. AR:The credit arrangements your company makes with its customers. Payment terms define the due date and discount dates for customer invoices. Activity lets you set default payment terms for each customer but also allows you to assign payment terms on an invoice-by-invoice basis.
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A method for making payments/prepayments on contracts.
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A user-defined category for (1) classifying employees so that for a particular employee attribute an employee falls into at most one classification, (2) classifying check distributions and time sheet lines so that for a particular distribution attribute the distribution falls into at most one classification, and (3) associating an attribute with another attribute (sub-attribute) so that an attribute item for the parent attribute can be associated with an attribute item for the sub-attribute.
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A single value of a payroll attribute. An employee or distribution can have at most one payroll attribute item per attribute assigned at a time.
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A grouping of PRCodes for calculation and reporting. Groups are assigned to PRCode segment items and can be used in calculation expressions.
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A specific instance of payroll processing. A payroll run is characterized by a run type which determines pay frequency and posting details, a check date, and pay period start and end dates. When a payroll run is processed, checks are created for employees with a matching run type in their disbursement sets and with disbursement dates that include the check date. Check lines are created from time sheets (if used) and from automatics with a matching run type in one of their PRCode's segment items.
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A code that determines whether an employee is employed, whether he/she is paid during Process Payroll Run, and whether he/she accrues leave. Statuses are date-driven.
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A comment about some aspect of payroll or human resources. Notes can reference employees, checks, contacts, or positions.
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A user-defined descriptor that can be assigned to a Payroll/HR note for organization purposes.
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In financial designs, an optional component of a period expression that represents additions or subtractions from the base period (usually CURRENT). Period offsets have the following general syntax: [+/-] NUMBER [PERIOD | PERIODS | YEAR | YEARS].
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The finance charge assessed per assessment period expressed as a percentage.
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Determines how a user can view, modify, and report data on a resource by resource basis. Administrators can use permissions to group accesses to individual resources so they can be assigned as a single profile. Permissions can be assigned to users and users to permissions at both the system and the company level.
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Brief and to the point
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An optional feature of the Human Resources package that helps you identify vacancies, produce a variety of HR reports, and that can provide values such as salary and hourly rate for check calculation.
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A fraud prevention tool that matches checks presented for payment to a list of issued checks. Activity includes a positive pay report you can send to your bank for check verification.
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A code, consisting of a segment type (pay, deduction, tax, statistic) and a segment item, preconfigured with the information, such as calculation expressions, parameters, payroll groups, and GL accounts, needed to calculate check lines. PRCodes let you establish a type for a check line, assign groups and tax entities, define GL posting, and define calculation parameters.
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A portion of a PRCode that holds information (the PRCode segment item) needed for calculating a pay check.
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PRCodes consist of a built-in segment item (pay, deduction, tax, or statistic) followed by dependent segment items. The built-in segment items determine the effect a PRCode has on the check total.
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There are four built-in segment types: pay, deduction, tax, and statistic; these cannot be deleted. These types determine whether the result amount of a check line is included in the total of a check; for example, pay lines are added, employee deductions and taxes are subtracted, and employer deductions and statistic lines have no effect.
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A trial ACH file you submit to your bank to verify EFT information stored on employee records.
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A payment that has not been applied to an actual invoice. Also called an "unapplied payment".
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An item delivered in fulfillment of a contract. Products determine which revenue accounts are credited by the settlement invoice.
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A category which associates multiple products together for calculation purposes.
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A descriptor used to group products for settlement printing and reporting.
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A document authorizing a vendor to deliver goods or services for payment at a later date. In Activity, a purchase order must typically go through approval steps before it can be changed to "master" status where it can be printed and submitted to the vendor.
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An individual who purchases goods and services on behalf of your company. Often an agent is an employee of the company who makes purchases using his/her own funds (needing reimbursement) or who uses a company credit card or charge account.
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The type of rate an assessment is based on. Rates can be daily, period, or none. A daily rate is multiplied by the number of days in the assessment period to determine the amount assessed. A period rate is the same for every assessment period. None implies that a flat amount is charged every assessment period.
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AR: A record of funds received from a customer and applied against the customer's invoices as payments.
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A descriptor that groups receipts for reporting purposes. The characteristics defined by a receipt type include a receipt's payment type such as cash, check, credit card, collapsed, or other; the fields used to test for duplicate receipt entry; the defaults for new receipts; and deposit settings. Examples: Cash, Check, MC/Visa, AMEX, EFT
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AP: A predefined AP invoice that recurs each calendar period during a specified time span. A calendar and date range are assigned to a recurring invoice to control when it can be processed. AR: A predefined AR invoice that the system automatically creates on a periodic basis. The frequency and duration of a recurring invoice is controlled by the GL calendar assigned to it.
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A predefined journal entry that recurs each calendar period during a specified time span. A calendar and date range are assigned to a recurring journal entry to control when the entry can be processed.
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A data folder, report, company (system security only), or miscellaneous item in the system or a company to which access can be restricted. Resources are predefined in Activity. Security views can be defined on resources and accesses for permissions can be assigned to resources.
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A mechanism for grouping a list of accounts for reporting purposes. Although not required, rollups make designing financial statements easier.
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A type of payroll run used for en masse creation of payroll checks. Run types hold the frequency of payroll runs, the liability account, the bank account, and the GL batch to use for processing. Run types are assigned to PRCodes and payroll runs. PRCodes and payroll runs control which PRCodes are retrieved from employee automatics and which check lines are created when a payroll run is processed.
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In Accounts Receivable, a person responsible for making sales on your company's behalf.
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The number of digits allowed to the right of the decimal point in a numeric field. Activity prevents you from entering more digits than the scale on a field allows.
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Controls what an authorized user can view for a particular resource. Security views can be assigned to users and users to security views.
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GL: A portion of an account number that represents a particular aspect of a company that needs to be identified for reporting purposes.
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GL: The building blocks for building a chart of accounts. While a segment represents a block of information about a company, the segment items are the actual values that fill in the segment. For example, if the segment is a container for departments, the segment items are the values that represent the different departments.
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A descriptor of a segment based on its function. There are three segment types: primary, auxiliary, and ledger. The account structure must contain one primary segment, one ledger segment, and up to ten auxiliary segments.
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The determination of what to bill on an AR invoice in order to satisfy a contract. Settlements include contract, work order, and payment information.
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A function used to calculate values (such as date, elapsed time, quantity, price) for settlement of a contract.
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An address within your company to which a vendor can ship goods or at which services need to be performed. A purchase order may have one or more shipping addresses on it.
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The method used to ship products from a vendor to one of your company's shipping addresses. Typically, a shipping method represents a shipping company such as UPS or FedEx.
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A split period occurs when a pay period crosses a GL period boundary. The Split Period feature lets you prorate expenses for the pay period by the number of week days in each GL period. The feature is only invoked when at least one GL segment requires a calendar, the Split Period checkbox on the run type is marked, and the pay period actually crosses a GL period boundary.
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A span of 6 to 12 months during which an employee is treated as full-time or not full-time for the purposes of determining eligibility for health plan coverage. A standard stability period parallels the insurance plan year. An initial stability period follows an initial measurement period plus its ensuing administration period.
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A document that communicates the status of a customer's account. Statements are typically presented in balance forward or open item format.
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A user-defined label used to specify a customer's statement format and to group customers for statement generation purposes.
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An attribute that is associated with another "parent" attribute. Sub-attributes are prompted for on the attribute items of the parent attribute.
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An employer who acquires substantially all the property used in a trade or business of another person (predecessor) or used in a separate unit of a trade or business of a predecessor; and immediately after the acquisition employs one or more people who were employed by the predecessor. [https://www.irs.gov/pub/irs-pdf/i940.pdf]
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An invoice that aggregates and links multiple individual invoices to a single, summarized invoice.
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A descriptor used to group summary invoices for reporting purposes. Among the characteristics defined by a summary type are invoice scheme; whether the invoice customer, payment customer, or neither is specified; whether the invoice date, end date, or neither is specified; and the criteria used (location, terms, salesperson, PO #) for including invoices on a summary invoice.
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The rules about how keywords can be arranged and connected to form expressions that Activity can accurately interpret.
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Secures all resources in the System folder and on individual companies. Security can be placed on the Security folder and its subfolders as well as the Companies folder, User Locations folder, Reports folder, and on individual companies.
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AR: A taxing authority that affects your company's operations. A tax entity record designates the taxing authority, the GL account mask for the tax liability account associated with the tax entity, your tax ID with the entity, and certain state options. PR: A taxing authority to which your company is responsible for withholding taxes from employee wages. A tax entity record designates the taxing authority and your reporting ID with them. Tax entities can be assigned to segment items and then to PRCodes to define income tax calculations.
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The standard tax rate for a tax entity expressed as a percentage. Each tax rate is assigned an effective date.
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A user-defined code that simplifies time sheet entry. A time code is a simple numeric code that corresponds to a PRCode.
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A means for inputting employee time into Activity so that a pay check can be processed for the employee. Time sheets can be uploaded to Activity or entered manually.
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present everywhere
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A payment that has not been applied to an actual invoice. Also called a "prepayment".
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GL: The basis for counting items for a particular segment item and for controlling numerical precision. For monetary amounts, the unit of measure could be US dollars, Canadian dollars, pesos, etc. Units of measure allow for statistical accounts for storing non-financial information. PO:
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An amount associated with a position that is used during pay calculation. Units of pay can be used to define valid ranges for pay grades.
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An entity from which a company purchases goods or services.
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A grouping of vendors for reporting and payment purposes.
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A person at the vendor with whom your company has a specialized contact relationship. The contact record includes their vendor location, address, phone, and email information. A vendor contact can only be assigned to one vendor location.
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An address from which a vendor conducts business. A vendor can have multiple vendor locations. A vendor contact can only be associated with one vendor location.
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Comments about a particular vendor. Vendor notes can be used to document phone calls, invoice issues, payments, etc.
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A user-defined descriptor that can be assigned to a vendor note for organization purposes.
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A means for tracking pre-printed check forms that are lost, torn, voided, misprinted, or allocated for manual checks.
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A date inside the current pay period for a check run. By default, the work date is the pay period end date.
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An item of work to be accomplished in fulfillment of a single contract line.Work orders are used to schedule and deliver products/services and to indicate actual product/service provided.
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A descriptor for grouping products for work order processing.
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An employer-selected pay period between October 1 and December 31 of the reporting year.
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