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Direct Credit Criteria

Every direct credit paid to an employee has an associated payment criteria.

These criteria are set from the employee maintenance direct credit screen. An example is shown below, with the criteria fields circled in yellow.

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Clicking the criteria field of any bank account produces the Criteria Selection Dialog

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The various payment criteria are fully documented in the dialog itself, as shown above.

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How to reserve a fixed amount of cash for an employee, prior to direct credits being paid.

  • From the employee maintenance direct credit screen click Add. This adds a new bank account to the employee.
  • Leave the account number blank.
  • Select Cash from the criteria selection dialog. Another dialog is shown in which you enter the amount of cash to reserve.
  • Ensure the new bank account is first on the list, if necessary by clicking the move buttons. Remember that direct credit amounts are calculated based on their order shown.
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What is the best way to direct credit all an employee's nett pay?

  • To direct credit all an employee's pay to a bank account set the criteria of the last or only account to BALANCE rather than entering the amount of the nett pay.
  • This way the direct credit is automatically updated if the nett pay changes through tax changes or pay rate adjustments.

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Payments To Non-Standard Accounts
Direct crediting to credit cards or PSIS accounts etc more..
Direct Credit Criteria
Reserving cash, paying balance, and other direct credit payment criteria more..
Itemising Deskbank Transactions
How to itemise Deskbank direct credits individually on bank statements more..
Electronic Banking Issues
Changing computers, multiple accounts, and other fiddly direct credit issues more..
Direct Credit Batch Numbers
How to enter a direct credit batch number more..
Direct Credit Emergency Backup
Ace Payroll automatically makes a spare copy of direct credit schedules when filing a regular pay more..
Miscellaneous
BNZ PC Banking suffix issues more..
Alphabetical Index
The Ace Payroll alphabetical index provides links to all documentation more..
Ace Payroll FAQ Contents
All the most common Ace Payroll questions grouped by categories in a short table of key words more..
Ace Payroll Frequently Asked Questions
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