How to Apply a Deduction to a User-Defined Income

This tutorial shows how to apply a user-defined deduction to a user-defined income. Please remember that when you create a custom deduction, it does not get auto applied to previously-created custom incomes, you will need to manually apply the new deduction to any incomes you created before. This tutorial shows you how to do that.


Summary of Steps

This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots.

  • Go to File → Open Company.
  • Select the company you want to open.
  • Click → OK
  • Click Company.
  • Click income categories and select the user defined income.
  • Click → Edit
  • In the income details screen select the deduction in the list.
  • Click → OK
  • Go to employees and select the employee the deduction applies to.
  • In the modify employee wizard click next until you get to deductions.
  • Select the deduction
  • Click next until you finish the wizard.