Table of Contents
Problem
Where do I go to add a new paycode?
Solution
You can add a new Pay Code from Payment Code Management. To then use it, you will need to add it to the Allowed Pay Codes list within the Payment Profile.
Steps For Solution
To create a new Pay Code:
- From the RecTrac main menu, go to Payment Code Management.
- Click Add.
- Set the Pay Code according to your department-chosen schema.
- Set the Payment Type.
- Fill in any relevant GL settings required by your Finance Department.
- Additional settings are optional but may be relevant to your specific scenario.
- Use the field-level help for definitions.
- Click Save.
To use the new Pay Code:
- From the RecTrac main menu, go to Profile Assignments.
- Under Available Profiles, expand to see all Payment Profiles.
- Highlight the Payment Profile you use primarily from the DataGrid.
- Click Update.
- Expand Pay Code Restrictions.
- Use the picklist for Allowed Pay Codes.
- Highlight the new Pay Code.
- Click Select.
- Click Save.
- Repeat steps 3-9 for each Payment Profile that you want to allow this Pay Code to be used.
Reload Global Sales, your new paycode is now available to use. Make sure to add it to any frequently used financial report templates.