Processing Payroll Advances in Microsoft Dynamics GP

By Lucas Cahoon | October 24, 2018

Processing payroll advances in microsoft dynamics gp

Here are the steps for payroll advance pay, recouping the funds, and tracking the advance amounts by employee in Microsoft Dynamics GP. Advanced pay could be used as employee loans, advance payment for employee travel, or any time an employee needs an advance in their pay.

Setting up the Advance pay:

On the left side navigation pane select “HR & Payroll” to access the Payroll area.

On the “Cards” card select Pay Code to open the Employee Pay Code Maintenance window.

Processing Payroll Advances

Within the Employee Pay Code Maintenance window:

  • Select the Employee ID
  • Select Pay Code: Salary or Commission
  • Enter the advance amount to be paid to the employee
  • Save and close the Employee Pay Code Maintenance window

Processing Payroll Advances

On the HR & Payroll area and Transactions card, select Build Checks.

  • On the Build Checks payroll window select the radio button for Advance Pay.
  • Select Include Pay Codes to include the pay codes to In this pay run.
  • Select Build

Processing Payroll Advances

  • Within the HR & Payroll area, on the Transactions card, select Calculate Checks, select OK
  • Back on the HR & Payroll area and Transactions card, select Print Checks
  • Select print. It will open a prompt to calculate checks, select yes
  • Select Print checks again and select Process

Steps to Recoup the Advance Pay funds from the employees’ payroll.

To recoup the funds, the payback must be set up. Below are the steps to set up the payback:

  • Within Build Checks, Select Regular pay
  • Select to appropriate pay period
  • Select Salary in Include Automatic Pay Types
  • Select Build

On the Transactions card Select Calculate checks, select OK.

This will show the amount being deducted towards the advance pay.

  • Select Print Checks, again it will prompt to calculate.
  • Select Print checks again and Process.

NOTE: When these steps are followed Dynamics GP will withdraw as much of the advance amount as possible. This could leave the employee with a $0 paycheck.

To ensure the employee gets a paycheck, with a deduction for the payback, a minimum net pay amount needs to be set up.

Within the HR & Payroll area, on the Cards card select Employee.

Processing Payroll Advances

  • Select the employee IDS
  • Select additional information.

On the Minimum Net Pay, line enter the amount the minimum amount the employee can be paid.

To track the advance pay amounts, on the Payroll card select Pay Code.

  • Select the employee ID.
  • Select pay code Salary or Commission then select Summary.
  • The Advance Taken field shows the amount of remaining owed by the employee.

Related Posts

Recommended Reading:

5.27.22 Dynamics GP

How to Run Drop Ship Sales in Dynamics GP

Need to Invoice the Customer before you get the invoice from the vendor? This The freight forwarder has contacted you […]

Read the Article

New Features in Dynamics 365 Business Central 2022 Wave 1 Release – Protecting G/L Accounts From Being Deleted

There are a lot of exciting New Features in Dynamics 365 Business Central 2022 Wave 1 Release to get excited […]

Read the Article
5.25.22 Financials

Rounding Numbers in Power Automate

  If you’ve ever tried to round numbers in Power Automate, you have probably already run into the issue there […]

Read the Article

Manage U.S. Use Tax on Purchase Orders in Dynamics 365 Finance and Operations

  Managing sales tax requirements on your business purchase can be complicated, but Dynamics 365 Finance and Operations can help […]

Read the Article
5.19.22 Dynamics CRM

How to Write a Great Support Ticket in the Stoneridge Support Portal

Submitting a support ticket through the Stoneridge Support Portal is a quick and effective way to get assistance for any […]

Read the Article

Managing Your Business Through Uncertain Times Using Dynamics 365 Finance and Operations

  Dynamics 365 Finance and Operations (F&O) can help you make informed decisions on how to move your business forward. […]

Read the Article
5.13.22 Power Platform

Using Power BI Object Level Security

  The following article will demonstrate how to use Power BI Object Level Security to disable column data based on […]

Read the Article
5.12.22 Dynamics CRM

How to Use the Stoneridge Support Portal

Stoneridge Software’s support portal is an intuitive and useful function that makes it easy for you to access resources to […]

Read the Article
5.6.22 Dynamics GP

Dynamics GP Transaction Removal: Purchase Orders

  Are you having performance issues with Purchase Orders?  Do you find that there are old Purchase Orders on your […]

Read the Article

Start the Conversation

It’s our mission to help clients win. We’d love to talk to you about the right business solutions to help you achieve your goals.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!

X