Payroll

What is the best practice to pay employees for a holiday that was not setup in the work calendar Exceptions? At the time of setup, the customer missed informing us that Easter is a paid holiday. It wasn’t setup therefore we now need to get this holiday paid to the employees.  We are thinking about using Paychecks and Adjustments entry with check type = Special. Can you confirm best practice?  Also, since Easter holiday and some others float around to different dates, is it understood that we should adjust the Work Calendar Exceptions list at the beginning of a new year for the upcoming years’ proper holiday dates? Thank you much!Amy  

I’m not sure if this is a glitch in Acumatica or a setup issue on our end. Bank reconciliation is showing the direct deposit batch total as one line on the bank rec (which is how we have it setup in the bank and what we want) and no individual pay stubs; but once the bank rec is released, the individual pay stubs show in bank transaction details as cleared but not reconciled. In next reconciliation the individual pay checks show up for some reason as ready to be reconciled with the cleared box checked. Users cannot reconcile the individual pay stubs because they have already reconciled the whole direct deposit batch in the previous reconciliation. It is like a flip gets switched once the direct deposit batch is reconciled and released that marks the pay stubs as cleared but not reconciled and then allows individual the pay stubs to then show up in the bank rec. I can’t figure out why the individual pay stubs are 1-not being marked reconciled when the full batch is reconciled, and 2-

Employees work for different Customers in different states.  Some of these customers are responsible to handle the workers compensation for the employees who work at their location(s).  Is there a proper setup or best practice for this? 

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!

Is there any documentation explaining what all of the options are on the payroll company tax settings? I’m specifically looking for an explanation of what the “Rounding Option: Set to True to round calculations” for the FED payroll tax. 

I have multiple companies under one tenant that are all processing payroll under their individual federal tax IDs. Where do I store the individual company’s state withholding and unemployment IDs?From my understanding, the details are on the Company Setup during the Aatrix processing of reports but where are these details stored to tell Aatrix what to put on these reports?

Does anyone know if the "Time Card is Required" flag on the Employee (Organization) screen has any functionality behind it or if it is just there for informational purposes?  I have not seen anything in payroll requiring a time card, but I didn't know if there was a warning or error produced somewhere else in the system if that flag is on and no time card is entered.

Please review prior topic:  ACA reports are now available in Government Reporting and Known Issues topic:  Multiple ACA Reporting issuesIf you have any questions, please contact your Acumatica support provider. Thank you, Denise 

For all field employees, the client must add every project’s work location to their Employee Payroll Settings.  After a Project/Job is completed, is it safe to remove the Work Location from the Employee Payroll Settings or will the missing work location cause issues when running any certified or payroll reports?

During the payroll training this week their was a discussion about the general ledger accounts for  earnings expense, tax expense and benefit expense being driven by a project.  I was wondering if in the design, you will be supporting non-construction based projects or only the construction edition?  From what was discussed, it sounded like these accounts would come from the cost centers, which I don’t think is part of the standard project edition.  As a follow up, it would be helpful to provide some level of coding for “x” projects.  If the accounts are going to be based on projects where do the non- project costs go?

Why would there be no hours available on the employees when the front loaded amounts are there?   

Hi, In the old PC Bennett payroll there was an option for setting up and sending direct deposit paystubs via email. I do not think this exist in the new Acumatica payroll. My question is, has anyone created such a thing and can offer some advice on how to set it up? Thanks, Bob

Hi, We have a customer who owns time & expense management and payroll. They would like to explore integrating the time entry in time and expense mgt with payroll. My only issue is that i can not seem to find a way for a released timecard to make it into the payroll system.Does time entry integrate with payroll or is the integration and export/import? Thanks 

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

Has anyone figured out how you would make a manual entry to an employees PTO bank. For example, if the accrual was setup wrong, or the company decided to give them some extra time for whatever reason. I can’t figure out how I would adjust the time they have for that pto. 

Acumatica Payroll W-2s have been tested and are now available in the forms list under Government Reporting. For those customers with 2020 R1 Update 112 or later and are live with Acumatica Payroll and needing to produce 2020 W-2s; you can start the process now:Steps:With your partner or consultant’s assistance, please download and publish the AC186560.GenerateW2.zip customization.   In Payroll > Government Reporting > select 2020 W-2/W-3.  Follow the reporting prompts to review before eFiling the W-2s/W-3.For those customers with 2020 R2 currently installed, you may also make use of three new annual reports for taxes, earnings, and deductions & benefits to assist in year-end reconciliation. Steps:With your partner or consultant’s assistance, please download and publish the AC183652Pay

We utilize several unions with our payroll, but have one that uses a multiplier on each of its deductions and fringes (each of which are based on hours).  We have tested the deduction and benefit using regular only, regular and OT, and total earnings, which are all the options.  These all treat all hours at the same rate.  Does anyone else use multipliers for overtime and double time hours for unions?  And if so, how are you making that calculate correctly?

Acumatica’s payroll tax set up does not allow for the entry of the mandatory SOC codes. Is anyone else needing to report to Indiana?

We are very new to Acumatica and going live in January.  Because of the volume of new installs, we couldn’t get consultation to setup the PR system.  So please forgive the basic nature of these questions. I’ve run a full PR cycle with actual hours and the results were very impressive.  With the exception of the local LST and EIT not calculating the 1% or 1.00 per week.  I’ve updated taxes, assigned to employees, even manually adjusted without success. On top of this after restoring a bu to rid the db of the pr cycle, I no longer have the “+” sign to add a PR/DD cycle. Any help is appreciated.  2020R1 204 version. Thank you

Anyone know if there is a way to print or view a report/inquiry of the GL posting of a payroll check before it is released?  I keep getting a G/L out of balance error when I go to release the check.  Not finding any answers in knowledgebase or general community search.  Any ideas are greatly appreciated.  Is there a good point person from Acumatica to ask payroll questions of or is this the best place to post questions of this type? Thanks Kathy

May I know when integration of an Information System and Acumatica ERP is happened in what system we maintain the master data specifically for the areas of payroll and Employee Information Management?

Background:We have UKG Ready for Time & Attendance (old Kronos) We have UKG Pro for Payroll (old UltiPro) We have IDI Contractor Central for job costing, prevailing wage, and certified jobs We use cost over cost (input method) accounting for revenue recognitionProblem: what is the best method for accounting for labor costs and payroll costs in Acumatica?Solution 1:Feed timesheet and payroll data to IDI. Have IDI calculate fully burdened project labor costs. Upload project labor costs from IDI to Acumatica in an off balance account group that doesn’t hit the G/L Upload direct labor payroll and benefit costs from UKG Pro to Direct Labor accounts as journal transactions, NOT project transactions. Upload indirect labor payroll and benefits costs from UKG Pro to SG&A via journal transactions.Solution 2:Feed timesheet data (including project / task) to UltiPro