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Payroll module discussions & questions

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dmccaughanFreshman I

asked in Payroll

Tax Code Type 401(a)

We are an Independent Special District of the State of Florida (Fire Department). We are members of the Florida Retirement System, which is a 401(a). We need to code the deduction for this retirement plan correctly. There is no option for a 401(a) in Acumatica currently. How do we add it? This is affecting an over 50 employee with his catchup contributions. Any help would be greatly appreciated. Sincerely,Denise McCaughanA 401(a) is a retirement savings plan that an employer sponsors, and that allows for contributions from both the employer and the employee: Availability: Some public sector employers offer 401(a) plans. Contributions: 401(a) plans typically have employer contributions that are non-elective, meaning they are made regardless of whether the employee contributes. However, contributions can also be elective, or "match" contributions, where the employee must contribute first to receive the employer's contribution. Taxation: Earnings in a 401(a) plan are tax-deferred, meanin

2 hours ago

jschindlerFreshman I

asked in Payroll

Is there a way to indicate that an employee is a Veteran?

We are in the process of converting to Acumatica and in the migration of existing employee data, we are not finding any existing systemic way to map employee Veteran status. We are surprised that the ability to indicate Veteran status does not show up within PR203000 -Tax Settings Tab. Are we missing something or do we have to create a custom field or attribute on employees to track this information?

Active and Inactive Employee Filter/Column

How can I add a column for inactive/active employees on this employee payroll settings screen?

353

7 days ago

dmccaughanFreshman I

asked in Payroll

Special Paycheck to one direct deposit account

An employee has a checking and savings account that is split with a regular paycheck. He received a bonus and wants the full amount to go into his checking account only. Is this possible without changing the payroll settings?

292

9 days ago

SoniaEchols90Acumatica Moderator

posted in Payroll

2024 Payroll Tax Updates

Please see attached for a list of 2024 Payroll tax updates. Please note that some changes may require an action to be utilized. They will be flagged with a Y in Action Required column.Update: April 25, 2024CanadaFederal Employment Insurance Tax – Effective 4/25/2024A new field, Custom Employment Insurance tax rate, has been added to Tax Maintenance ~ Company Tax and to Employee Payroll Settings ~ Tax Settings to support EI Premium Reduction Program. Optional: Employers that qualify can use this field to add the lower tax rate to be applied to the employer portion of the tax. United StatesWashington Paid Medical and Family Leave- Effective 4/25/2024Corrected an issue where the taxable wage for Washington PFML was doubling on Government Reporting using the WA PMFL Form. Update: April 5, 2024 United States – HSA – Action Required – Effective 3/19/24The Federal HSA family contribution limit has changed from $8350 to $8300.ACTION REQUIRED: Review employee HSA family contributions that m

62317

9 days ago

jmcarlsonFreshman II

asked in Payroll

Shareholder Health Insurance W2

How do you set up the deduction/benefit code to add Shareholder Health Insurance to owner’s W2 and report in Box 12 DD?

485

19 days ago

HarrySemi-Pro II

asked in Payroll

Not able to delete time card. triggers error

Hello all,I have been trying to delete a time card entry via the primary screen, but it displays the following error:But when I try to delete the same by going into the transaction, then it gets deleted successfully.No customizations published.Thanks.

What is the best setup for connecting Acumatica with Paylocity?

Paylocity offers customized reports that can be created and exported. Those reports can then be used in a import scenario to upload into Acumatica the needed payroll information.Looking to automate the process more, has anyone had success in API connection or using other systems like Celigo to get what is needed for payroll processing?

733

21 days ago

KellyMarchewaFreshman II

asked in Payroll

Payroll - Importing of Hours From External Systems

Hello all,I am new to Acumatica. What is the recommended approach for bulk importing of data from external timekeeping systems into the Payroll module?Specifically, my company is a franchisee of QSRs and the majority of our timekeeping is performed at the restaurant level through our POS system. We can currently get the data exported from our system either as a CSV or JSON formats. My question is, what is the recommended approach for importing such data into Acumatica’s payroll module for processing? We do not plan on using the Timekeeping features of Acumatica at our restaurants and entering the data manually is entirely impractical given the number of employees, so neither of these options will work. The system does not seem to expose a Web Service endpoint that could be used, nor did I see an “Import Scenario” that would be appropriate for bulk import. Any suggestions?Thanks!

5755

21 days ago

roger60Freshman I

asked in Payroll

Flat Rate Earning Code

Is there a way to setup a Flat Rate Earning code that could be added to the Employee Compensation Tab of the Employee Payroll settings ?? This Flat Rate Code would then automatically be picked up on each Payroll run so one doesn’t need to import a Earnings file or hours file each run. I have a client that doesn’t want hours to appear on the paystub for the Salaried Employees as they are being paid a set amount whether they work 30 hours or 50 hours. This desire is to prevent any lawsuits on overtime for the Salaried positions.Thanks

273

22 days ago

DanielGLLJr Varsity I

asked in Payroll

Looking for Line Item details on Commission Details report

Every rep firm we work with requires Line Item details on commissions reports. The Commission Details report isn’t at all what it is named, it’s just a list of invoice numbers.The Commission Details report is not actually a “report” (.rpx), but there is a reference to PX.Objects.AR.ARSPCommissionDocEnq. I hope that CommissionDocEnq indicates there is an enquiry/inquiry somewhere behind the scenes. Has anyone created a project to add Line Item information to this report?

412

28 days ago

SAskelsonFreshman I

asked in Payroll

Payroll Negative Hours

Sometimes we need to correct hours coded to a certain pay type. The pay and the units both need to be corrected, but unable to enter a negative unit amount.

2518

28 days ago

dmccaughanFreshman I

asked in Payroll

Payroll Import Yearly Raises

October 1 begins our fiscal year and all employees have received a raise. Is there a way to import the pay increases to all employees? I have already created a spread sheet with all the data that I believe is needed to import. Most of the earning codes are the same for a majority of employees. I am new to Acumatica but I am trying to learn as much as possible and I do not want to enter one by one.

162

29 days ago

gparrales50Freshman II

asked in Payroll

tstamp cannot be empty

We come from a version update to 2023R2, and in tables like the original acumatica PREmployeeDeduct, when updating it the following error appears, which did not happen in the previous version 2021R1, for the migration we logically made 2 jumps, the database is in sql server 2017, please have any clue PD. I've checked other posts, but I can't find any clues.

444

1 month ago

jackielau53Freshman I

asked in Payroll

How do you set up payroll to accrue vacation pay $$ not just hrs?

The PTO bank accrues the hours correctly; however, I am trying to configure the system to also accrue the amounts and create the corresponding entry in Journal Transactions. Does anybody have a suggestion on how to do this?

HSA Deductions and Direct Deposit

We just switched over to Acumatica and processed our first payroll in the system. After processing, I realized an error in the HSA deduction/direct deposit where the HSA deduction is essentially being doubled up. In our old system, we could tie the HSA deduction to a specific HSA direct deposit account, so the amount specified in the deduction set up was automatically directed toward the account set up under the HSA direct deposit code. Acumatica apparently does not have the ability to do this, so our implementation team advised us to set up the HSA account under direct deposits, and specify the dollar amount to deposit into the account with the remainder going to the regular checking account. Unfortunately, this is actually doubling up on the HSA deduction.For example, say an employee’s net pay was $1,000, including an HSA deduction of $25. They should actually receive $1,000 in their bank account because the HSA deduction was already factored into the calculation of their net wages.

We are looking at outsourcing payroll and I wanted to here from others about what they are using. We are a construction company and do work in multiple states. We are currently looking at the following:WorkForce GoMiterLumberPlease let me know your thoughts if you use any of these softwares. Thanks,Jeff G.

452

1 month ago

alopez21Freshman II

asked in Payroll

TStamp cannot be empty

When releasing in preproduction environment the following error is displayed: I have tried to replicate in my local environment this error but I don't get it, anyone has any idea?

362

1 month ago

jackielau53Freshman I

asked in Payroll

How do you set up an employee who is EI exempt in Canadian Payroll?

I had tried not activating the EI taxes on the Employee Payroll Settings but get an error when calculating the paycheck. How do I set up this employee so EI insurable earnings & premiums are not calculated for this employee and that their T4 will show that they are EI exempt?

Use Catch up Contributions

Does anyone know if you check the box for use catch up contributions if it will look at the birthdate in the system? So, if you check it for everyone, even if they are not age 50 or older, it will look at the birthdate and NOT the check box?

272

2 months ago

cbittleFreshman I

asked in Payroll

Add Hire and Termination Dates to Generic Inquiry in Payroll

Is there a way to add the Hire and Termination dates from the Employee Payroll Settings Employment History tab to a generic inquiry? Our client is needing this information for an audit. If we use the Start Date and End Date of the positions we do not get accurate information if the employee had a position change. The DAC indicates these fields do not exist in the database and are part of the application code. The client is need the hire date field to populate the original hire date of the employee and the termination date only if the employee has been terminated. They do not need the end date of a position change.

Timecard HOLD restriction once approved state

Hi We are having some internal issues regarding timecards approval status. Our approval status itself works fine, but once the employees time is approved, we would like to limit the possibilities to put the actual timecard to hold status. Our final step in the approval process is the finance department, and once the timecard is approved, we would like to disable the hold button, exccept for members from a specific group in our company tree. Is that possible?

462

3 months ago

lpayment80Freshman II

asked in Payroll

Payroll Direct Deposit and Bank Rec

Currently the Payroll Direct Deposit amounts are posted to the Cash account in detail instead of batch total. I do not see a setting to update this nor can I find a document addressing this behavior. I am sure I must be missing something… Thank you

502

3 months ago

HarshitaCaptain II

asked in Payroll

Removing Delegate from Employee

Hello all,I would like to know if I mark the below employee as Inactive & deactivate the line items under the Delegates tab, would the delegation become inactive? Also how can I add date under Expires On field?

432

3 months ago

podonnell11Semi-Pro II

asked in Payroll

Taxable Wage Limit Calculations

Hello Everyone,I was wondering how the payroll module pulls taxable wage amounts. Let’s talk about the California SUTA wage base amount. Say an employee has gross wages of $10,000. The taxable wages for the California SUTA will stop at $7,000 (unless overriden of course). Does it stop at $7,000 because Acumatica is pulling this limit from the tax symmetry engine?I am just trying to get confirmation on how this works.Thanks

1084

3 months ago

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