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How to Edit Transaction in the Loans Module in Payroll Run?

Edit Transaction in the Loans Module in Payroll Run

If specific elements of the Loans recorded in AanyaHR need to be changed, we can make those adjustments manually instead of having to re-enter all the information.

For guidance on how to make adjustments to Loans in AanyaHR, please follow the procedures provided below:

  1. Click Payroll and select Payroll Run

  2. Once the specific Payroll Run is selected, click the ellipsis icon(3 vertical dots) and select Edit

  3. Navigate to the Deductions module and choose a specific option from the dropdown menu within the Transaction section.

  4. In the Transaction dropdown, you have the choice between two selections, select Edit.

    • Edit - If you wish to manually modify a specific previously uploaded earnings entry, you can select Edit.

    • Add - If you wish to upload a new earning for this specific pay run, select the Add option

  5. In the Edit Transaction section, the Loans list will display the following items:

  6. You may consult the definitions or purposes linked to tagging as depicted in the screenshot provided above.

    • Employee Dropdown - This section allows you to access the employee roster. From this list, you have the option to choose a particular employee and modify their deductions for the ongoing pay period.

    • Status - This could potentially:

      • Open - Active status

      • Pause - On hold status

      • Close - All deductions come to a complete halt.

    • Search Button - It’s used to submit a query to be searched or the button that will allow you to search for details.

    • Reload/Refresh Button - If you wish to refresh or reload the initial information selected, click the reload button.

    • Delete Button - To delete specific data, simply click on the delete button.

    • Display Details - The lower section that displays the specifics of the employee's uploaded Loans

  7. For editing loans, utilize the Edit Transaction Type. Kindly follow the procedure outlined below:

    Go back to:

    How to use Loans in Payroll Run?

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