The following steps outline a recommended approach to entering a cash advance as a payroll benefit in DAS.

Employer Set Up

Unlimited benefits can be set up for the employer. To do so:

1. From the side menu, select Employees > Deductions & Benefits.

2. On the Benefits tab, click the New button at the top-left. A blank row is added to the Benefits grid, and the Other Properties section is activated.

   

3. Complete the following benefit information, as necessary:

   • Benefit Name - Enter Cash Advance as the name of the benefit. This appears as the name of the benefit on the pay stub.

   • Account - (if using the bookkeeping function) Click the drop list to access the postable Chart of Accounts list. The Accounts Receivable account is selected in this example.

   • Amount & Ceiling:

     • Leave both fields at 0 to allow manual entry per paycheck based on the agreed repayment terms.

     • Alternatively, you may set a ceiling amount tied to hours worked if specified in the repayment agreement.

4. Complete the following information for Other Properties, as necessary:

   • Based On - Select Dollars/Cents or Percent.

     • If Based on Hours Worked is selected, the benefit is calculated by multiplying the ​Hours Worked​ (located at Employees > Payroll > Live or ATF) by the benefit ​Amount.​

     • If ​Based on Hours Worked​ is not selected, the benefit is calculated by multiplying the total Gross Pay (located at Employees > Payroll > Live or ATF) by the benefit ​Amount.

   • Select Not Taxed - Not Applied to Gross or Net Pay from the Taxing and Income Options drop list.

     Do not select any check boxes under the Apply To section.

   • W-2 & WH.Code:

     • This benefit should not apply to any W-2 boxes.

     • Assign the Benefit code to Advancement / Repayment Loan.

5. Click Save after entering each benefit. Choose Reset to revert all information for the current benefit to its previously saved state.

   Note  Clicking Save And Apply All updates the amount and/or ceiling setting for each employee who has the corresponding benefit assigned to them.

6. Add additional benefits as necessary, clicking Exit when finished.

Employee Set Up

1. Go to Employees > Employee Setup.

2. Select the employee for whom to apply benefit, then select the Benefits tab.

   

3. Select the applicable Available Benefit Name and click the right arrow to assign the benefit to the employee. The benefit is displayed as Employee Benefit Name.

   • Double-click the Priority, Amount, or Ceiling to edit the amount for the cash advance.

4. Once you add all desired benefits, click Save.

   Note  To delete a benefit from the employee's list, select the applicable Employee Benefit Name and click the left arrow to move it back to Available Benefit Name. Save when finished.

At the bottom-right are check boxes for Amount and Ceiling. If marked, pressing F3 reverts the benefit amount and/or ceiling to the default figure, established at Employees > Deductions & Benefits > Benefits tab.