Costpoint Online Help

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Pay Methods Subtask

Use the Pay Methods subtask screen to identify the methods by which the employee will pay for expenses.

Note: The Pay Methods subtask is enabled only if you are licensed for Deltek Expense.

Table Window

Existing employee pay method information displays in the non-editable table window, which is sorted by the Pay Method Code column. Use the Add Employee Pay Method, Edit Employee Pay Method, and Delete Employee Pay Method functions to add, edit, or delete charge numbers.

Field Description
Pay Method Code

Use to select the Pay Method Code you wish to add for the employee. The available options are the records set up in the Pay Methods screen in the Expense Setup menu. Only pay methods designated as Required or Optional display in the list.

Note: If you select a pay method that has already been selected for the employee, the system will display the following message: Pay Method Code already exists.
Expense Reference Code

Enter the optional expense reference code.

Batch Expense ID

Enter the optional batch expense ID.

Costpoint Company

Use to display the Costpoint Company for this Pay Method. This column will display only if you selected the Costpoint Multicompanycheck box in the Miscellaneous tab of the Configure General Settings screen and you are using the UDT06and/or UDT07fields. If you have a Costpoint Company selected then change it to None, any values in the UDT06 and UDT07 fields will be cleared and the field disabled.

Visa Employee ID

This field displays the Visa Employee ID unique to each person using a Visa card for his or her company expenses. Uploading the Visa file updates this field with the employee ID provided by Visa. You may also  manually add the Visa Employee ID if you know what it is.

Note: Use this optional field only for the Visa card pay method. This field displays if any expense batch type, or pay method associated to an expense batch type has a Source of VISAVCF40.
Visa Account ID

This is the Visa Account Number against which this employee's charges are incurred. Uploading the Visa file updates this field with the account number provided by Visa. You may also manually add the Visa Account ID if you know what it is. The Visa Account ID displays as 15 asterisks plus the last 4 digits of the Visa number.

Note: Use this optional field only for the Visa card pay method. This field displays if any expense batch type, or pay method associated to an expense batch type has a Source of VISAVCF40.
Visa Effective Date

Select the date when the Visa employee and account IDs became active for this employee.

Note: Use this optional field only for the Visa card pay method. This field displays if any expense batch type, or pay method associated to an expense batch type has a Source of VISAVCF4.0.
Mastercard Employee ID

This field displays the Mastercard Employee ID unique to each person using a Mastercard for his or her company expenses. Uploading the Mastercard file updates this field with the employee ID provided by Mastercard. You may also  manually add the Mastercard Employee ID if you know what it is.

Note: Use this optional field only for the Mastercard card pay method. This field displays if any expense batch type, or pay method associated to an expense batch type has a Source of CDF3.
Mastercard Account ID

This is the tokenized Mastercard account number against which this employee's charges are incurred. Uploading the Mastercard file updates this field with the tokenized account number provided by mastercard. You may also manually add the ID if you know what it is.

Note: Use this optional field only for the Mastercard pay method. This field displays if any expense batch type, or pay method associated to an expense batch type has a Source of CDF3.
Mastercard Effective Date

Select the date when the Mastercard employee and account IDs became active for this employee.

Note: Use this optional field only for the Mastercard pay method. This field displays if any expense batch type, or pay method associated to an expense batch type has a Source of CDF3.
Delete Employee Pay Method

Select the employee pay method information that you wish to delete by selecting the check box on the row or rows that you wish to delete. Then click Delete Employee Pay Method to delete the row(s).

UDT01-15 Information

The label/name of any of the 15 UDTs selected for use in Configuration displays in UDT order below Pay Method code. For example, if you label UDT01 Account, then the column displays with the description of Account.

Click to the right of the field to select a UDT value, or enter one manually.

Note: The ordering and size of the user-defined fields and whether they display are set in the Configure General Settings screen.