How do I set up or change All Purpose Allowance for a Payee?

How to set or change All Purpose Allowance for a Payee.

Select Payees from the side navigation menu.

Locate the Payee you require by manually scrolling through the Payee List, entering the name into Search or using Show Advanced Filters.

Once the Payee has been located, select Actions > Edit.

🎯 Edit is unavailable if the Payee is included in an unposted Pay Run. To edit the Payee, the Payee must either be removed from the Pay Run or the Pay Run must be posted/reported to the ATO.

Select Employment and Payment.

Navigate to All Purpose Allowance.

To add an Allowance;

Ensure An All Purpose Allowance is applicable is selected.

Locate and select the required Allowance in the drop-down list.

🎯 If you cannot locate an Allowance, the Available in All Purpose Allowance option is not selected per How do I add an All Purpose Allowance?

Change the Quantity and/or Rate as required.

Then select the Plus (Add) button to add the Pay . Repeat the above steps until all Allowances are added.

To edit an Allowance;

Change the Quantity and/or Rate as required.

To delete a Allowance;

Select the Minus (Delete) button to remove the Allowance from the Table.

If the Allowance has been saved previously, the Delete Icon will update to Undo, allowing you to reverse the changes. The Allowance will not be deleted until Save is selected.

Select Save to save your changes.

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