1. Click the Setup tab, then click Preferences in the secondary menu. The Preferences screen appears.
2. Click BALANCE_CARRY_FORWARD. The Name* field is automatically populated. (This field cannot be edited.)
3. In the Value* field, choose Yes using the drop-down list.
4. In the Payment Balance Start Period* field, choose the period using the dropdown list.
5. In the Payment Balance Recovery field, choose either Immediate or No Draw using the drop-down list. The default value is No Draw.
The No Draw option starts carrying the balances forward after the individual is no longer on a draw. In other words, any balance generated during the draw period is automatically forgiven.
The Immediate option starts carrying balances forward right away, but will not recover against a draw payment.
6. Click the Save button. The BALANCE_CARRY_FORWARD preference is saved.
note: After BALANCE_CARRY_FORWARD is enabled, navigate to the Results > Templates > Payments area and, in Step 4 of the Payroll Template Navigator, select Yes in both the Aggregation and Include Negative Payments fields.