Initiating a Salary Expense Transfer Document
1. Select Salary Expense Transfer to open a blank ST document.
2. Complete the Ledger Balance Import and Accounting Lines tabs.
3. Complete the standard tabs.
For information about the standard
tabs such as Document
Overview, Notes and
Attachments, Ad Hoc Recipients,
Route
Log, and Accounting Lines
tabs, see Standard Tabs.
4. Enter the fiscal year and employee ID and click Search.
5. Make selections and click Return Selected.
6. Make amount changes as necessary and/or delete unwanted lines in the From section of the Accounting Lines tab; then click Copy or Copy All to copy the desired rows to the To section.
7. Make necessary changes in the To section.
8. Click Submit.
9. The document is routed to the fiscal officer of the account as well as any other reviewers.
Review the Labor Ledger Pending Entries tab.
10. Review the Route Log tab.
The document is routed to the fiscal officers for each account used in the accounting lines. The Route Status value is ENROUTE.
For more information about the
Route Log, see Route Log Tab .
11. Appropriate fiscal officers and other reviewers approve the document.
For more information about how to
approve a document, see Workflow Action
Buttons.
Parameters