Installer Deductions and GL Maintenance
An installer’s deductions can be added or modified from the Installer Maintenance screen, located inside the Installation System module. If you are adding an installer, click the Add button; to edit an existing installer, double-click (or right-click, Edit Installer) on the Installer ID. The following screen will prompt:
The Loan Balance and Retain Balance fields are display only and will keep track of any loans or retained amounts that apply to a 1099 subcontractor. As you are adding your installers, if any of your subcontractors have outstanding loans or accumulated retained amounts currently, you can enter a starting balance in these fields.
The Retain % / Limit field will allow you to set a standard percentage deduction amount for installer retainage and then also set a limit so that once that figure has been retained, the system will no longer withhold any retainage.
The W.C. % / Exp Dt (for Worker’s Compensation percentage) and L.I. Ins%/Exp Dt for (Liability Insurance percentage) fields will allow you to program a default percentage to be deducted from each installer’s check and also enter an expiration date for when these policies will expire.
Please note: These percentages can be overridden in the Installer Payables module at the time you are processing installer checks if applicable. To enter a default, simply type a percentage in whole numbers in each applicable field, i.e., 2 for 2 percent. That percentage will automatically default in Installer Payables and if accepted will calculate the percentage amount to be deducted from the installer’s check. (There is a User Control 4 option that determines who can who can edit Balances as well as who can change these percentages/amounts when processing installer payables.)
The G/L Installer Defaults screen fields can now be found under the Functions menu from the Installer Maintenance screen, located inside the Installation System module. When you click that menu, an option will appear as follows: Installer G/L Maintenance. If you click on this option, the system will prompt an Installer G/L Defaults box as follows:
You can add each applicable G/L Account in these fields. To track by Branch, select a Branch ID and then fill in the applicable G/L Account numbers.