UF ERP-U861 payroll management system operations FAQ（用友ERP-U861薪资管理系统操作常见问题解析）

UF ERP-U861 payroll management system operations FAQ（用友ERP-U861薪资 管理系统 工资管理系统慧云智能化管理系统免费考勤管理系统员工工资计算excel病人信息管理系统 操作常见问题解析） UF ERP-U861 payroll management system operations FAQ(用友 ERP-U861薪资管理系统操作常见问题解析) Abstract: with the acceleration of the process of accounting information in China, UF ERP-U8 software has become the first choice for many enterprises and institutions. In addition to the use of general ledger systems and reporting systems, modules such as payroll management are also increasing. According to the application and teaching for many years of experience in software UF ERP, UF ERP-U861 salary management system as example, starting from the main points of salary management system operation, the error phenomenon of the salary management system operation often gives analysis and discussion. Keywords UF ERP-U861; salary management; common problems; analysis; With the process of enterprise informationization, UFIDA ERP-U8 software not only has become many domestic enterprises and institutions of choice, and in addition to the use of the general ledger system, reporting system, application of salary management module of enterprise has also doubled. Salary management system functions can be summarized as individual workers to pay the original data as the foundation, calculation of wages should be deducted subtotal, and real wages and other related processing. Specific contents include: wage category management, personnel file management, payroll data management, account management and payroll management. Its operation is divided into three stages: salary system initialization, daily business processing and terminal processing. Of course, in learning and using the UF ERP-U8 payroll management system, there are often some puzzling problems. First, the salary system initialization common errors Suppose XXX unit salary is divided into management and production personnel (piece wage) two salary categories, undertake zero processing, income tax treatment, in ICBC on behalf of wages. Phenomenon 1: after setting up a salary account, there is no salary category menu, and no new salary category can be found, as shown in figure 1. [main reason] when setting up a payroll account, the salary category is wrongly chosen as a single one. [analysis] the unit is only a wage category, there is no need for classification, so there is no wage category. [solutions] rebuild payroll accounts and pay attention to the selection of salary categories. Phenomenon 2: when the wage items are set up, the name reference is null, as shown in figure 2. [main reason] no category wage items were set up before the specific wage category was opened. [analysis] specific categories of wage items from the closed wage category when setting up the salary project, if directly open a certain category of wage categories for wage project settings, the optional wage project "source" is empty. [solution] is divided into three steps: first, close the wage categories; secondly, all the different wage items various wages involved set; finally, then open the specific wage category wage project settings. Phenomenon 3: wage project settings, you can not set the formula. [main reason] there are no personnel files in the currently open payroll category. [analysis] formula is mainly used in the payroll calculation of the project, no personnel files can not be calculated formula. [solution] first increase in such wages in the "personnel files", and then the wage of "wage" project settings". Phenomenon 4: when adding someone's salary profile, you cannot add the existing staff in the base settings, as shown in figure 3. [main reason] (1) the operator is not in the right position; (2) the increase is not in the existing salary category; for example, the production staff should not appear in the salary category of the management staff. [analysis] (1) the general staff has no right to decide whom to pay the salary; therefore, when the personnel files of certain wages are increased, they must be operated as account holders. (2) it is a piece of salary personnel file entry, did not choose the option "piece wage", as shown in figure 4. [solutions] (1) replace the operator with the account manager. (2) modify the piece wage personnel file, and select the option "piecework wage" in figure 6". Two 、 common mistakes in business process Phenomenon 1: the amount of individual income tax withheld is obviously wrong. [main reason] (1) the personal income tax base is wrong, the system default personal income tax base is 800 yuan. (2) after the revision of the personal income tax base, the wage calculation and collection have not been repeated in the wage change. (3) the personal income tax corresponding to the wage item (tax deduction basis) is wrong. [analysis] (1) the default personal income tax base has not been modified. System default personal income tax threshold of 800 yuan, and since March 1, 2008 in our country's personal income tax threshold of 2000 yuan inconsistent. (2) after the revision of the personal income tax base, if the wage calculation and summary are not returned to the wage change, the data of the salary table seen is still the data before the modification. [solution] to implement the "withholding tax" in the "business process" and determine it, then click the "tax rate" button at the window of the withholding tax return declaration window, as shown in figure 5. First modify the personal income tax base of 2000, and then return to wage changes, re payment calculation and summary. Phenomenon 2: the total amount of deductions obvious error. [main reason] the increase or decrease of items to be deducted (such as absence or deduction) is mistaken for "added item"". [analysis] increase the amount of items that should be deducted, plus or decrease items using default values". [solutions] any items that are subject to change shall be deducted, as shown in figure 6. Phenomenon 3: Bank blank list appears blank, as shown in figure 7. [main reason] (1) the bank did not select the bank and the account when it entered the payroll file. (2) the Bank of the selected bank does not agree with the bank in the personnel file. [analysis] (1) not open an account in the bank, it means that wages are not banks on behalf of, of course, can not generate relevant documents. (2) the bank is wrongly chosen as shown in figure 8. There is no account in the selected bank, which will inevitably lead to a blank list of banks. [solutions] (1) modify the personnel files and fill in their bank and account information in the details of the personnel files shown in figure 4; (2) in Figure 8, re select the bank where the payroll is located. Three, common mistakes when wages are assessed Phenomenon 1: when wages are allocated, no data appears, as shown in figure 9. [main reason] the categories of personnel are not chosen right, especially when the categories of personnel are not classified. [analysis] all employees in the existing salary category are part of a class of personnel, so when the "personnel category" is mistaken for "no category" or "non serving" personnel, there is no salary at all. [solution] in the component composition settings window shown in Figure 10, select the personnel category as "on the job" or in the categories corresponding to each department. Phenomenon 2: when the wage sharing, payable payroll list of debit subjects, credit subjects are empty, as shown in figure 11. [main reason] the salary sharing window did not select "details" to the payroll items". [analysis] under the premise of not requiring the payment of the details of the payment to the payroll item, the debit / credit balance of each subject can only be re entered by the user, as shown in figure 11. [solution] as shown in Figure 12, the salary distribution in detail to the item window selection tick. Phenomenon 3: when the payroll is assessed, the voucher generated by the auxiliary item has multiple pages and is not intuitive. [main reason] before you click the button, you did not select the same entries for the merged subjects and the same entries for the auxiliary entries". [analysis] under the premise that the same entries and the same entries are not subject to the same entries, the vouchers for wage sharing will be displayed according to the loan amount according to the different auxiliary items, and the certificate appears to be in a mess. [solution] Figure 11, "single" button, select tick with the same subjects and auxiliary item of the same entry. Phenomenon 4: this month, all types of wage sharing too cumbersome, each class of wages are required to generate Bank format documents. [main reason] the salary was not aggregated before the payment of the salary. [analysis] if there are many types of wages in the unit, the allocation of wages and allocation process similar, do not have to do repetitive work, should be targeted at the total amount of wages for a one-time wage sharing. [solution] using UFIDA ERP-U861 in the "summary of wage category" function, the first category of payroll summary form a new wage category -- Summary wage categories, then the salary distribution of aggregate wage categories, finally only generates a bank format file. [main references] [1] Wang Xinling, Wang Gang, editor. Accounting information system experiment course (UF ERP-U861), Tsinghua University press, September 2006, first edition