If you have overpaid a person, and wish to recover money from them follow these steps.

1. Record details of the overpayment, to correctly adjust payroll, year to date, tax and leave records.
2. Recover any money overpaid to the person.

Record Details of the Overpayment

1. Open a one off payroll.
2. Re-enter the transactions that were overpaid, using a negative value for the quantity. (e.g. if you overpaid 3 hours T1.5 last pay, enter -3.0 T1.5 this pay).

This will correctly reverse out the overpayments, and recalculate the correct tax adjustments etc. The resulting pay for this person will be negative, and details will be shown on your Overpayment Schedule.

While the persons pay records are now updated, you will still have to recover the money that was overpaid.

Recover any Money

Sometimes the person overpaid will repay the money themselves, for example they may provide a personal cheque for the amount they were overpaid. Then you do not have to do anything special to recover the money - just follow the steps above to record details of the overpayment.

In other circumstances you may come to some arrangement to recover the overpayment from the person, typically they agree to repay a regular amount out of their pay until the overpaid has been fully repaid.

In that case, you can set up a reducing balance deduction on their standard timesheet. This will automatically recover the overpayment at the agreed amount, and automatically stop when the overpayment has been fully repaid.

To recover money via a reducing balance deduction:-

1. Select the Person from your People.
2. Go to their Standard Timesheet
3. Add an ORG deduction.
4. Enter the per pay repayment amount in the Rate field.
5. Enter the total amount to recover in the Balance field.