Calculation of salary advance in 1s 8.2.

How to calculate an advance in 1C: 8.2? How to pay an advance in 1C: 8.2?

The calculation and payment of advances to employees of an enterprise includes several interrelated stages, and begins with the formation of the “Payroll” document. This article discusses the procedure for filling out the documents “Salaries for issue to organizations” and “Salary calculation” in an abbreviated form, with reference specifically to the advance payment.

First, you need to open the “Payroll” tab, which is located on the functions panel. Next, in the journal of documents of the same name, you should create a new document using the “Add” button. A field will open where you can fill in the required details. Before creating a new accrual, you need to pay attention to filling out the production regulated calendar. As soon as the details in the header are filled in and the selection of an employee is completed, check the “Preliminary calculation” checkbox, which serves as a mandatory item when calculating the advance.

Then you will need to click the “Fill” and “Calculate” buttons in this example for the employee. Information about the selected employee will be filled in, fully meeting the time standards at the time of calculating the advance. Next, the document is recorded and posted:

Now you should go to the “Wages to be paid” journal, create a new document in it and fill out its header with the necessary details. Then you will need to set the “Type of payment” item to “Advance” and draw up a document according to the type of payment.

After filling out the information about the accrued advance in automatic mode, change the data from “Through the bank” to “Through the cash register” in the “Payment method” menu column. This action is necessary to generate an RKO (cash expense order) and to pay an advance to an employee through the cash register.

Next, the document is recorded and posted, and then in the wage document journal on the generated document, by clicking, select the “Based on” item in which “Cash outgoing order” is marked, this is necessary for payment through the cash register.

Now we fill in all the required details in the created “RKO” and execute this order.

After completing all the above operations, the accrual and payment of the advance is completed. If all actions were performed carefully and correctly with the required details correctly filled in, then further processes for paying the remaining amounts until full accrual for the specified period of time will take into account the advance payment transaction.

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An advance is a prepayment that is given to an employee against future salary. When paying the employee's salary, the advance amount will be deducted. In this instruction we will consider the question of how to calculate an advance in 1C ZUP.

It should be immediately noted that there are three different types of calculation. The first method is called “Calculation for the first half of the month”, here it is carried out in proportion to the number of days worked. If this option is selected, the advance must first be calculated. The second option is “Fixed amount” and the third option is “Percentage of the tariff”. In the last two cases, the time worked is not taken into account.

If you have questions on the topic of how to calculate an advance in 1C ZUP, ask them in the comments under the article, our specialists will try to answer them.

Initially, the type of accrual in the program is established when preparing personnel documents, such as “Hiring”. On the “Payment” tab we are interested in the “Advance” detail, select one of the above methods. When choosing the third option, you must also specify the percentage; by default, the program is set to 40%.

When applying through the document “Hiring by list”, i.e. in the case where several employees are hired at once, the type of accrual is indicated in the same way.

If one of the methods is already set for an employee, then you can also change it and select another. Do this using the document “Change of advance payment” from the “Salary” section. We create a document and fill in the necessary details.

We indicate the organization and month from which the new payment method or a different advance amount will be applied, if the payment option has not changed. If necessary, fill out the division and change the calculation method. Next we add employees. Click the “Set size” button to set the value for all rows. Then we carry out the document.

The second option is to change the calculation method. To do this, go to the “Salary” section and select the “Change employee pay” item. Next, click “Create” and specify the operation “Change wages”. Fill in the header details.

Check the box “Change advance payment” and select one of the methods. We carry out the document. A third option for changing the method is also possible through the “Personnel Transfer” document. Change Actions

similar.

Next, let's move on to accrual. For the “Calculation for the first half of the month” option, you need to go to the “Salary” section and select the “All accruals” item. Next, click “Create” and select “Accrual for the first half of the month.”

Fill in the details in the header. The program automatically substitutes the 15th date for the calculation date “until”. Then click “Fill”. The document will include those accruals and deductions that have the corresponding checkbox checked.

The document will also calculate deductions and personal income tax. It should be noted that the document will not include employees who were absent on sick leave, vacation, business trips, or other absences. If necessary, the data can be corrected manually. Then we carry out the document.

If the employee has the “fixed amount” or “percentage” option set, then the payment can be made immediately. Payment can be made through a bank, to accounts or to a cash desk. Let’s go to the “Payments” section and select the “All statements for salary payments”. Next, click “Create” and in our example, select the “Statement of Accounts” document.

Fill in the details of the new document and select “Advance” as payment. We fill out the tabular part with employees.

Every accountant is faced with the calculation of a planned advance, but not everyone knows how to formalize this correctly in ZUP 2.5.

Below are some instructions for calculating a planned advance in ZUP:

ZUP has developed two methods for calculating the advance:

Advance in a fixed amount;

Advance for the first half of the month in proportion to hours worked

Calculation settings

Open Tools - Accounting Options and set the value settings for your organization:

Fixed advance

It is necessary in the list of the directory “Employees of organizations” in the “Advance” field to indicate the amount that will be a fixed advance for each employee.

After that, how do you fill in all the fixed amounts for employees to pay the advance. Open the document " Salary payable».

“Payroll calculation - Cashier and Bank - Salaries payable to organizations”

Create a new document

We indicate in it the month of accrual (the advance for which month is paid), the method of payment (through the cash register or through the bank). The most important field is the “Pay” field. In it, you must select the “Planned advance” option. After this, click the “Fill” button and the tabular part of the document will be filled in by the employees for whom we indicated the amount of the advance in the “Employees of Organizations” directory.

Let’s complete the document, then each employee who received an advance forms a debt to the organization, i.e. they find themselves indebted to the enterprise. This happens because at the time of payment of the advance, the main part of the salary has not yet been accrued using the “Payroll” document. This can be seen in the report “Organization payroll” and “Accrued salary summary”.

Advance for the first half of the month in proportion to hours worked

When you need to pay an advance for half a month in proportion to the time worked, then for this in the 1C Salary and Personnel Management program there is a special functionality - the Document “Payroll” and of course “Salaries payable”.

Open the “Payroll” document. In it, you must indicate the month of accrual and in the “Accrual mode” field, be sure to select “First half of the current month.” After that, click the “Fill” button to get a list of employees with their accruals in the tabular section

and click on the “Calculate - Full payment” button - the advance payment for the first half of the month is calculated. Please note that employees have not only basic planned accruals as accruals, but also all additional planned accruals due to employees.

Posting the document “Payroll” with the accrual mode “First half of the current month” does not actually make any accruals, but only calculates the advance amounts. Therefore, when we use this document to calculate salaries at the end of the month, it will again count all employees from the first day of the month, and not from the middle.

After calculating the advance in the “Payroll” document, you need to post it and refer to the “Salaries payable” document. In it we indicate the month of accrual and in the “pay” field we select “Advance payment for the first half of the month.” Click the “fill” button. As a result, the tabular part will be filled in by employees for whom the advance payment for half the month is calculated, minus personal income tax.

As in the first case, after posting the “Salary Payable” document, the employee’s debt to the organization will form.

Frequently asked questions regarding advance payment:

It is necessary that 40% of the monthly salary be accrued as an advance payment. How to calculate?

In the list of employees or in the register of information Advances to employees of organizations (menu Payroll calculation by organizations - Cash desk and bank - Advances to employees of organizations) indicate the amount of the planned advance of 40 from your employee’s salary.

Please clarify what should be paid for the first half of the month: the actual advance or the salary for the 1st half of the month?

1. If there is an advance, but this is NOT AN ACCRUAL! This is a PAYOUT!

We immediately create the Salary to be paid document, fill it out from the fixed advance amount specified in the Advances to Employees information register.

WE DO NOT PAY NDFL!

Yes, an inconveniently fixed amount.

It is possible, yes, to fill these fixed amounts with some kind of processing.

Or fill in the processing not the register of information Advances to employees, but the document Salaries payable itself.

2. If this is the salary for the 1st half of the month, then it is actually calculated by the document. The accrual of the salary for the 1st half of the month is taken and paid by personal income tax, etc. But we do not charge an advance as such, but a part of the salary, tariff, allowances for part of the month.

This should be stated in the official documents of the organization, and not “as it is convenient for the accountant”

And, let me emphasize, an advance is NOT an accrual. Accrued - salary, tariff, allowances.

We DO NOT assign such an advance payment. And we cannot create a formula for it using standard means.

Please tell me, I’m trying to calculate an advance for people, I chose the “planned advance” of 50% of the salary, and entered it for each employee. Then I make “payment”, select “bank”, since I want to transfer it to the cards, and then only one employee is displayed... what’s the catch? although if you select “through the cash register” everything is displayed.. Personal accounts are all filled out.

In the program, you can set a “planned advance” as the type of selected operation in the “Salaries payable” document. Then the amounts assigned to each employee will be automatically entered into the statement. Moreover, those employees to whom you did not assign a planned advance will not be included in such a statement.

Further, if you choose the payment method “through the cash register,” then this version of the statement subsequently only provides the opportunity to “enter on the basis of” the cash register document (cash document). This is implemented in Salary and Personnel Management 8, ed. 2.5.

And if you choose the payment method - “through a bank”, then a field opens on the right for the counterparty bank, to which you submit a statement to write off the amount from your personal account to the salary card accounts of your employees under the Salary Project.

In this case, you can transfer the usual planned advance to the bank.

But if you have a simplified version of accounting for mutual settlements with employees installed, then you will not be able to enter a payment order (as a document) or configure anything in the bank statement.

In addition, there is another option for a certain advance to be included in the statement for transfer from a bank account (or according to cash flow). To do this, you need to make a separate calculation (doc-volume Accrual of salary) for the first half of the month. Such a calculation should take into account actual absenteeism (time sheet), that is, payment is not just the planned amount, but in a smaller amount if the first half of the month is not fully worked by the employee.