User Guide - Section 3
The Transaction Analyser program (BS408)

The Pay Period date selection buttons in Screen BS408S01
 

The <P and P> buttons (in the array of Quick Date Selection buttons under the From date and To date date fields)

In this section:-

• Bank Genie and Pay Day dates
• Defining your own Pay Day dates
• Using screen BS408S09 to enter Pay Day dates
• Using the <P and P> buttons in the Transaction Analyser program
• Tip - when adding Pay Day dates

Bank Genie and Pay Day dates
Pay dates are too many and varied to be programmed into Bank Genie.
Instead, you define your own pay dates, according to the rules laid down by your employer.

With this solution, Bank Genie has no restrictions on the number of pay days per month or per year.
Thus (e.g.) you can have regular or irregular payments, 2 paydays per month, or one pay day per quarter etc

To demonstrate a typical application, we have set up Pay Day dates for a Pay Day system used in the UK. The rules are quite simple:
Pay Day is on the 15th of each month.
If the 15th falls on a Saturday or a Sunday, pay day is the preceeding Friday.

Defining your own Pay Day dates
In the initial screen of the Transaction Analyser:-
Right click on either the <P or the P> button.
Click Define Pay Dates in the Menu shortcut
Screen BS408S09 appears
Screenshot
Use this screen to enter your pay dates.

Using screen BS408S09 to enter Pay Day dates

• To ADD Pay Day dates
  Referring to this screenshot
  Click the New button
  Type or click on the Calendar icon to select a Pay Day Date
  Click the Add button
   
• To EDIT a Pay Day date
  Referring to this screenshot:-
  Click on a Pay Day date in the list
  Type or click on the Calendar icon to select a new Pay Day Date
  Click Save Changes
   
• To DELETE Pay Day dates
  Referring to this screenshot:-
  Click on a Pay Day date in the list
  Click the Delete button

Using the <P and P> buttons in the Transaction Analyser program
When you click on the <P or P> in screen BS408S01, the program uses two Pay Dates to arrive at the dates displayed.
The From Date is the exact date of one of your Pay Dates
The To Date is the date one day before the next Pay Date.

Tip - When adding Pay Day dates
When adding Pay Dates in BS408S09, add at least one pay date in advance of your current pay period to allow the current pay period to be calculated.
Better still, set up as many periods as possible in advance of the current date.