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.

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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.