Payroll

Hello, When releasing our past expense claims we found an odd error in the system. on the Claim below, the total equals $104.83 but the sum of the expense receipts on the claim totals $84.28, giving a difference of $20.55. What would cause this error? This is the first time we have found it and want to ensure this does not happen moving forward, in this case, we are overpaying expense claims.Thank you,KT  

This is a follow-up to an earlier question- where Denise indicated that there is (or will be?) a secondary setting for “x” projects to be posting to the GL. Where is this setting to be found and configured? We have entered timecards and posted to projects with the GL Posting turned on.  Time to projects got posted in a GL batch, however time to the <x> project (which included the Holiday time and normalize time) did not get dollarized into a GL Batch. This is on 2021 R1 with no Payroll enabled.

Reports 1095/1094 B and C are now available in the Government Reporting menu.You may need to Update Taxes in the Tax Maintenance screen.These are ONLY due for those who were live in 2020 or added a complete year of data to complete filings for 2020.If you are filing with Aatrix - Review the ACA Package (if you filed W-2s-the package is priced lower). If you need more information on pricing-please contact Aatrix.Reports are currently due by:1095 Employee Copy Date:  Feb 25th 3:00 PM CST 1095C & 1095B (ACA) Federal Date:  Mar 29th 3:00 PM CSTAatrix eFiling Deadlines

Ohio Payroll taxes can often be complex when determining the correct setup of applicable tax coding for employees and work locations.  The Symmetry Tax Engine will identify ALL potential taxes in certain situations, namely JEDD/JEDZ.   A more focused geolocation tool will be released in the Fall of 2022.An additional aid to use in the validation of setup is Ohio’s “The Finder”  https://thefinder.tax.ohio.gov/StreamlineSalesTaxWeb/default_taxdistrictsummary.aspx Please keep in mind these are only aids, and your TAX PROFESSIONAL should be validating all tax configurations. 

I am looking for a 401k report by payperiod for upload to the 401k provider (or Generic Inquiry).  What is the best report to start with for customization that includes deduction by payperiod and YTD total earnings and hours? ThanksSharon

I was recently notified that one of our field union employees was paid sick leave for a day that he actually worked.   I need to process an adjustment check, backing out the sick leave he was paid and entering the time he actually worked.   I am not able to create a check and use negative hours.   What is the correct way to handle this? 

We have a client who is getting ready to go-live with payroll.  They have a multi-state payroll with many unions and many certified projects.  They have just told me that they have several employees who live in one state (e.g. WI), but work in a different state (e.g. IL) and there is reciprocity between the states.  So the employee can choose which state that want for State Income tax withholding.  Which isn’t a big deal, it can be done with the Work Location.  Here’s the kicker….The unemployment tax has to be go to the state worked, regardless of the state the employee chooses for withholding.  In my example, the employee lives in WI and want state income tax withholding in WI, but works in IL so the system needs to calculate IL SUTA tax.  Any ideas on how to achieve this?

When creating a new Paycheck using Paycheck and Adjustments (PR302000). After entering and selecting Employee “Maxwell Baker” and Pay Period “06-2021” and navigating to the Taxes Tab. The correct Taxes are populated. Doing the same for pay period “AA-2021” , the Tax Codes also populate correctly.  The problem arises when selecting a Pay Period in the next year, Pay Period “01-2022”. When a Pay Period from 2022 is selected the Tax Codes do not populate. Any insights as to why the Taxes would not populate would be greatly appreciated. Examples below. Pay Period 06-2021:  Pay Period AA-2021:   Pay Period 01-

Hey All,As the payroll module comes more into fruition there are some strengths and weaknesses. The strengths are government reporting, withholding calcs, liability calcs, etc. but it really fails from the standpoint of getting information in there (what are the actual numbers/withholding percentage), maintaining the information, and then requiring a user to process the payroll when many people tend to lean towards outsourcing it.With that being said, has anyone had success with running a faux payroll to generate the project transactions/facilitate reporting/etc. but then allow an external provider to actual pay the employees based on an export file? Additionally, from the front end, getting that HRM data in there without having to manually maintain it.Just curious about the limitations of the system and how people solve for it. Essentially need the calcs but need a way to send to an external provider for payment as well as tying in the front end HRM.

Hello! Does anyone have a favorite payroll report for showing QTD or MTD company totals? I see ones with employee totals, or totals for a particular pay period, but none that have company-wide totals. If anyone has helpful payroll tax reporting reports they use and would be willing to share ideas, please message!Thanks.

Is it possible to use Acumatica Payroll for EU country?How to process employee pays without using the Tax engine in Payroll? 

Hello,I’m working through payroll implementation. I’m receiving the following error when trying to create a paycheck: GL Error: The financial period cannot be specified because the branch has not been specified in the Branch box. I originally thought that this was related to this known issue regarding default country on the branch form. Support also thought it was a related issue. So I activated Multibranch support and added the default country which was the documented workaround. 2022 R1 Update 11 fixed the known issue, but I’m still getting this error. I’ve tried with Multibranch support activated and deactivated with no success. So I’ve been trying to learn to follow the trace log. It appears that the error is coming from this call PX.Objects.GL.OpenPeriodAttribute.ValidateFinPeriodID(PXCache sender, Object row, String finPeriodID). It appears like it’s looking for the CalendarOrganizationID column but I’m not

- Customer, Product(Items) related all API (like create, get list  etc..)- Invocie related APIs (like generate invoice and check invoice already generated or not etc..)- Manage Inventory APIs (like get total inventory for each product, update inventory etc..)

Hi All,We are using the Approve Time Activity Summaries [ScreenId=EP507030] or Approve Time Activities [ScreenId=EP507010] screen to approve timecard related to a project. In this screen even though the timecard is approved/rejected already it still shows in both screen, it should be eliminated on the screen as this timecard has been processed already. Anyone who experience the same issues? We are using Acumatica 2022 R1 version. Thank you.  Regards, Anne Samson

Which setting configuration is needed to setup a deduction/benefit pre-tax? I can’t find this in the documentation. Thanks!

Our new client reports to ACA. 2 medical plans are currently offered to the employees.  1 for the employee plan at $50 MINIMUM EMPLOYEE CONTRIBUTION per month and 1 for the employee family plan at $150 MINIMUM EMPLOYEE CONTRIBUTION per month.  Do I need to set this up as 2 separate deductions that are flagged as ACA related, setting the ACA tab with the Minimum Employee Contribution of $50 for 1 code and $150 for the second code?  Then just assign the appropriate deduction code at the employee level, set the actual deduction amount for the payroll processing, and the ACA reporting screen will display the minimums $50 or $150 appropriately? Thank you  

I am looking for a report that can show all union deductions and hours for all union employees for a specific time period(normally by month) to generate for employee dues payments.Wondering if anyone has created such report.  I have three different unions that I need to report employee hrs and deductions/contributions per month.  Is this something I can create with a GI?would want totals by employee and by deduction/contribution. 

For the 3rd Pay period in a row (3-weeks), I am not able to use Aatrix for e-filing.   Payroll taxes, certified payroll reporting, other.    Has anyone else experiencing these issues with Aatrix recently?   Does Acumatica have a plan to offer an alternative to Aatrix for government reporting?    

I have 3 different unions with different wage rates dependng on which machine they are operating.  I use the Union Locals Screen to show each Labor Item(piece of equipment) with a wage rate.  These rates go up for next weeks payroll so I need to adjust the rates and effective date.  I can export to excel to change the rates and dates in mass but I do not see a way to import this info back into the union Locals screen.  I do not wish to manually do this for 100+ entries.  Is there a way to import this info back into this screen? 

I have a client that is looking to find a way to charge PTO cost as it is accrued to the various projects. I’m interested to see if anyone has seen this before?

We've done enough testing of this (trying to find a work around) that it's pretty clear what is happening is a bug and not a misconfiguration/misunderstanding.  We already have a support ticket open, but I wanted to share out situation in case anyone else might be unknowingly having the same symptoms. Problem appears to occur when the *pay period* crosses the calendar year boundary.  This is because Acumatica breaks it up into two PTO bank records - a 2021 portion and a 2022 portion.  Then the PTO allocated is pro-rated across the payroll week... so in our scenario, with a payroll week from Monday-Sunday, two days are in 2022.  And so our notional 1.54hr PTO weekly accrual gets split into a 2021 portion (1.1hrs) and a 2022 portion (.44hrs).On that first paystub of the year, we see ONLY the .44hrs allocable to 2022 reflected (same in the PTO Details by Employee Report -- though on THAT report you see the 2021 record broken out, it just isn’t summarized correctly.

Is there a way to restrict cash account from being used in Paychecks detail section? We have a client that accidentally entered cash GL account on the details section of a paycheck, they would like to avoid doing this in the future. 

I have a client that is trying to setup 2 work comp codes into his Payroll system in Acumatica. We are far from PR experts. Does anybody have any experience, knowledge in setting the employee/employer settings for these? they are on 2020 R2 system. Any help here would be greatly appreciated!! Thank you.

We have a new payroll client that has one work location in the state of Maryland.  One employee’s spouse is an active military duty employee working in the state of Maryland but declaring Georgia as their state of residence.  I am trying to get Acumatica payroll to calculate Georgia withholding.  It wants to calculate Maryland.  Even if I put a Georgia employee address, it still does not calculate Georgia taxes.  From a quick google search, it looks like Georgia withholds based on the work state.  Does that mean the only way I can get Acumatica to calculate GA is to set up a Georgia work state which is just not a true statement.  Am I missing something? 

Hi! As you have probably guessed, our company is in the process of transferring our payroll and construction information over to Acumatica. I am running in to a lot of issues when it comes to finding documentation on how to set up the payroll side of certified projects.  I’m not finding where to set up the codes for: Apprentice, Foreman, Electrician, General Laborer, etc under a job.  I am also not finding where to set up the different rates for an apprentice, depending on what level they are at.Do any of you have any reference for this?  Or can teach me how to do this? Thank you!