Configure Avionté Transaction Types to Manage Tips

Avionté Support Series:

Configuring Avionté to Accommodate Tip Income

This article is Part Two in series that describes the setup and use of the Avionté system to accommodate tips as a form of employee income.

• Part One: Overview - Configuring Avionté for Tip Income
• Part Two: Configure Avionté Transaction Types to Manage Tips
• Part Three: Configure Employee Record to Include Tips
• Part Four: Enter Tips in Time Entry
• Part Five: Include Deductions for Tips When Processing Payroll

This article walks through the one-time configuration of the Avionté transaction types required to manage tips as part of employee income. See Add and Edit Transaction Types for more information about transaction types, transaction type categories, and transaction type properties.

CHAPTERS

Open Admin Tools
Create a Transaction Type Category for Tips
Create Transaction Type for Tips (Paid)
Create transaction type Tips (Cash)
Create transaction type for Tips (Deduction)
Set the IncludeInOtherHours transaction type property

Open Admin Tools

New transaction types are created in the Config Transaction Type Admin Tool.

1. From the Start Page, select Admin Tools from the Actions menu or click the Admin Tools shortcut button to open the Admin Tool Main window.
2. Under Category, click System.
3. Under Select, double-click Transaction Type to open the Config Transaction Type window.
   
   

Create a Transaction Type Category for Tips

This transaction type category will be used to mark tips as exempt from disposable income.

• Transaction Types and the Category tab

1. In the Config Transaction Type Admin Tool window, click the Category tab.
2. Click the Add New button.
3. Enter an appropriate name for the category, like "Tips".
4. Add a check in the Is DI Exemption box. Adding a check in this field indicates that the category is exempt from disposable income (DI).
   
   
   
5. Click the Save button.

Create Transaction Type for Tips (Paid)

This transaction type is used for tips that will be paid to the employee and tracked like regular income, e.g., tips received via credit card.

For more information about creating transaction types, see Transaction Type - Add / Edit Transaction Types.

1. In the Config Transaction Type Admin Tool window, click the Detail tab.
2. Click the Add New button.
3. Choose a name that reflects the purpose of this transaction type. "Tips (Paid)" will be used in this example.
4. Enter "Tips (Paid)" in the Name field.
5. Enter "Tips (Paid)" into the Description field.
6. Enter "Tips (Paid)" into the System Name field.
7. From the Type drop-down menu, select PayCode.
8. In the Shared By section, add a check next to the name of all sites that should have access to this transaction type.
9. Ensure that the checkbox is checked for Synced to Front Office
   1. If the option is grayed out (not able to select) then save the Transaction first
10. Click the Save button.
11. Click OK in the Save Confirmation window.
    
    

Create transaction type Tips (Cash)

This is for taxing the money that the employee has already received, but has not been taxed.

1. In the Config Transaction Type Admin Tool window, click the Detail tab.
2. Click the Add New button.
3. Choose a name that reflects the purpose of this transaction type. "Tips (Cash)" will be used in this example.
4. Enter "Tips (Cash)" in the Name field.
5. Enter "Tips (Cash)" into the Description field.
6. Enter "Tips (Cash)" into the System Name field.
7. From the Type drop-down menu, select PayCode.
8. In the Shared By section, add a check next to the name of all sites that should have access to this transaction type.
9. Ensure that the checkbox is checked for Synced to Front Office
   
   1. If the option is grayed out (not able to select) then save the Transaction first
10. Click the Save button.
11. Click OK in the Save Confirmation window.
    
    

Create transaction type for Tips (Deduction)

This is for deducting the Tips (Cash) amount so that the employee is not paid the money they have already received.

1. In the Config Transaction Type Admin Tool window, click the Detail tab.
2. Click the Add New button.
3. Choose a name that reflects the purpose of this transaction type. "Tips (Deduction)" will be used in this example.
4. Enter "Tips (Deduction)" in the Name field.
5. Enter "Tips (Deduction)" into the Description field.
6. Enter "Tips (Deduction)" into the System Name field.
7. From the Type drop-down menu, select Permanent Deduction.
   
   
   
8. From the Deduction Category drop-down menu, select Tips. Tips is the transaction type category created at the beginning of this process.
9. In the Shared By section, add a check next to the name of all sites that should have access to this transaction type.
10. Click the Save button.
11. Click OK in the Save Confirmation window.

Set the IncludeInOtherHours transaction type property

If an employee’s tips income should affect the results of the Gross Profit report for your organization, then set the value of the IncludeInOtherHours property to “True”.

Desired Effect	IncludeInOtherHours Value
Tips reflected in report	True
Tips not reflected in report	False

For more information about the IncludeInOtherHours transaction type property, see Transaction Type Property - IncludeInOtherHours.

For more information about the Gross Profit Report, see Gross Profit Report.

Follow the steps below to verify or change the IncludeInOtherHours setting.

1. In the Config Transaction Type Admin Tool window, click the Property tab.
2. From the Select Branch drop-down menu, select the branch that should have this property change applied to it.
3. If this change should apply to all branches in the organization, add a check in the Apply changes to all Branches box.
4. Search for "Tips" in the Name column.
5. Use the horizontal scroll bar to scroll to the right and locate the IncludeInOtherHours column.
   
   
   
6. Click in the IncludeInOtherHours field.
7. Make the value change.
8. Press the Tab key to save the changes.
9. Repeat steps 7 through 9 for each row that should have this change applied.

This article is Part Two in series that describes the setup and use of the Avionté system to accommodate tips as a form of employee income.

Next article >

Part Three: Configure Employee Record to Include Tips

< Previous article 

Part One: Overview - Configuring Avionté for Tip Income