Reviewing and Adjusting YTD Check Balances

Page Name

Definition Name

Usage

Check Balances Year-to-Date Page

BALANCES_CHK1

(USA, USF) Review an employee's YTD paycheck balances.

Cheque Balances Year-to-Date Page

BALANCES_CN_CHK1

(CAN) Review an employee's paycheque balances.

Check Balance Adjustments Page

BALANCES_CHK2

(USA, USF) Review online YTD adjustments to an employee's check balances.

Cheque Balance Adjustments Page

BALANCES_CN_CHK2

(CAN) Review online YTD adjustments to an employee's cheque balances.

Adjust Check YTD Balance 1 Page

ADJ_CHK_BAL1

(USA, USF) Identify the company, balance ID, year, and period for which you're adjusting an employee's YTD check balances.

Adjust Cheque YTD Balance 1 Page

ADJ_CN_CHK_BAL1

(CAN) Identify the YTD cheque balances that you want to adjust.

Adjust Check YTD Balance 2 Page

ADJ_CHK_BAL2

(USA, USF) Change the employee's YTD check balances.

Adjust Cheque YTD Balance 2

ADJ_CN_CHK_BAL2

(CAN) Change the YTD cheque balances.

Note: The (CAN) Adjust Cheque YTD Balance 2 is, except for the title, the same as the (USA, USF) Adjust Check YTD Balance 2 Page.

(USA, USF) Use the Adjust Check YTD Balance 2 page (ADJ_CHK_BAL2) to change the employee's YTD check balances.

(CAN) Use the Adjust Cheque YTD Balance 2 page (ADJ_CN_CHK_BAL2) to change the YTD cheque balances.

Note: The (CAN) Adjust Cheque YTD Balance 2 is, except for the title, the same as the (USA, USF) Adjust Check YTD Balance 2 page.

Navigation

  • Payroll for North America > Periodic Payroll Events USA > Balance Adjustments > Check Year-to-Date > Adjust Check YTD Balance 2

  • Payroll for North America > Periodic Payroll Events USF > Balance Adjustments > Check Year-to-Date > Adjust Check YTD Balance 2

  • Payroll for North America > Periodic Payroll Events CAN > Balance Adjustments > Cheque Year-to-Date > Adjust Cheque YTD Balance 2

Image: Adjust Check YTD Balance 2 page

This example illustrates the fields and controls on the Adjust Check YTD Balance 2 page.

Adjust Check YTD Balance 2 page

Note: To access this page you must first enter identifying criteria on the Adjust Check YTD Balance 1 page and save it.

Field or Control

Definition
Adjustment to Year-to-Date

If you enter a value here, the system calculates the new current year-to-date (YTD) balance.
Current Year-to-Date

If you enter a new current YTD balance, the system calculates the adjustment to YTD amount.