Adding an Allowance Type

To add an Allowance -

1. Select Insert from the toolbar.
2. Description – Enter a description of the allowance to be printed on the invoice and payslip.

Note: If it is required that a per km rate be calculated, the description must include either “km” or “travel” in the description. These are not case sensitive and must have a space before and after.

3. Active – Tick for the allowance to be active, remove the tick to de-activate the allowance.
4. Sort Order – The order the allowances will appear in the drop-down menus.
5. Start Date.
6. End Date – If not known, leave blank and enter at a later date.
7. Pay – The amount paid to the Nurse. This field can be left blank for reimbursements and completed on the Shifts > Roster screen.
8. Charge – The amount charged to the Hospital. This field can be left blank for reimbursements and completed on the Shifts > Roster screen. If the charge rate is $0.00, no line entry will be made on the invoice.
9. Applied – How the allowance is applied-
   1. Shift – Paid and charged on a per shift basis.
   2. Hourly – Paid and charged on an hourly basis.
   3. Reimbursement – A refund of expenses to the Nurse. This can be on-charged to the Hospital, if required.
   4. Percentage Allowance – The percentage is applied to the pay and charge rates for the roster, and to any other allowance that is not a percentage allowance.
10. Journal Code – The accounting package account number for the allowance. Allowances are grouped by Journal Codes when exporting the Invoice and Payslips Journals from Venus and importing them into your accounting package.
11. Patient Care – Add Patient Care code if required.
12. Invoice – Exclude from GST Calculations. Tick if the Allowance is GST free. This can be used for Patients who pay the $5.00 co-contribution to the Agency.
13. Payroll

• Taxable– Tick if the allowance is taxable.
• Exclude from Payment Summary – Tick if the allowance is not taxable and be excluded from the Payment Summary.
• Payment Summary Allowance Description – If the allowance is to be detailed separately on the Payment Summary, enter the description to appear on the Payment Summary.
• Payment Summary Separate Allowance – Tick if the allowance is included on the Payment Summary and is reported separately in the Allowances section of the Payment Summary. If this box is ticked, a Payment Summary Allowance Description must be inserted. It is possible for an allowance to be reported separately on the payment summary and NOT be eligible for PAYG withholding, e.g. laundry/dry cleaning allowance.
• Include in Compulsory Superannuation – Tick if the allowance is included in Employer Compulsory Super Contribution calculations.