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Payroll module discussions & questions

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233 Topics

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ajeeva

asked in Payroll

Employee Payment Settings - Can

On the Employees screen EP203000 Financial Settings tab, are these settings in any way related to the Payroll or simply for reimbursing the employee for (say) expenses they incurred on behalf of company X, or something else outside the payroll. Screenshot attached.At the moment when we reimburse employees for expenses they have incurred on our behalf, the payments are coming out of the Company Y bank account (all staff are employed by Company Y) and I believe these fields are driving that. I want to change the Cash Account (and Payment Method if possible) to something related to Company X without impacting the actual Payroll (wages & salaries should still be paid from the Company Y account).The help screen (screenshot also attached) refers to "compensation payments" which I infer to be unrelated to wages & salaries from the Payroll. However it might be related - I cannot find a definition of "compensation payments" in the help system.

5 months ago

ajeeva

asked in Payroll

Can Expense Claim be only used without using Expense Receipt form? How to turn status to open?

Currently, when staff submit Expense Claims, they have to upload their Receipts first, then submit an Expense Claim where they select their uploaded receipts to be reimbursed.Just wondering if this can be done in one step by just going into the Expense Claim and entering all the receipt information and attaching receipts there. We have tried this but doing so puts the receipt line On Hold and creates the Expense Receipt transaction that requires us to go in and release it. Please let me know if claims can be processed without being dependent on Expense Receipts forms and only using Expense Claims forms, If yes, please guide me by steps how to change the settings of the Status to have an “Open” status so that expense can be submitted on the Expenses Claims form for approval. Thanks

5 months 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

18 days ago

HarrySemi-Pro II

asked in Payroll

Records not getting displayed under Release Time Activities

Hello Community,I have been working on Time Activities, and the records are not getting displayed under the Release Time Activities screen. i have created the Employee time activities with the status as Completed, but it the system doesnt show up. What may be the reason to this? How can I resolve this?Thanks in advance.

6 months ago

HarrySemi-Pro II

asked in Payroll

Workflow for - Release Time Activities

hello Community,i have not been able to figure out the purpose of Release Time Activities screen. I created a sample record under the Employee Time Activities/Activity screen as below:These are the 2 records that I created from Activities screen - Type = Work Item.But now when I am trying to release these using the Release Time Activities screen, the records aren’t appearing: What is it that I am missing here?Thanks in advance.

6 months ago

HarrySemi-Pro II

asked in Payroll

Disable Release button for the employees that have the approval role

Hello all,I have been looking out for ways to disable the Release button for the people who have been assigned as Role = AP ClerkThanks in advance.

6 months ago

HarrySemi-Pro II

asked in Payroll

How to enable the Week field in Employee time card?

Hello all,I have been trying to select the week field. When I checked in Production, the system allows me to select a particular value under the week field but it is not allowing me in the Sandbox. What can I do?From SandboxFrom Live

5 months ago

JodiKFreshman I

asked in Payroll

Payroll Deduction Summary Report

Good Day Everyone! I am working on my Benefit reconciliations, and need to run a report that gives me the summary by employee of their monthly deduction totals. I can only find a report that gives me this information by detail for each transaction date. In other words, not summarized. Short of exporting this into excel and sorting, does anyone know of a “summary” report? Thanks! 😊

6 months ago

pderbogosianFreshman I

asked in Payroll

Time Entry: Completed vs Approved status

Please explain the difference between Completed and Approved status in Weekly Crew TimeThank you

6 months ago

aidenwills15Freshman II

asked in Payroll

How to configure ACH transaction code

I am currently trying to configure an ACH file that my customer uses for payroll, and I am not sure how to have the transaction type change as needed. Currently, the code is 22, but if a check is $0, it needs to change to a 23 to indicate that it is a pre-note. I cant seem to find anything for this in the .txt file or the export scenario - what is the best way to go about this?

3 months ago

CJohnson15Jr Varsity II

asked in Payroll

Timecard Approval Map workflow

I need assistance setting up approval map for time cards. Our current system is that the Foremen creates and approves the timecards on behalf of the field. Once they approve the timecard it should go to the project manager for approval/release. Trying to set up where the Foremen can create timecards for any employee so i made sure they have access to the all employee group, I tried to set the rule that they are required to approve the document if its created by them (document > credted by > equals > foremen user) and the project managers will approve based off the project number using timecard detail > project > equals project number. I need help please.

6 months ago

mblassingame35Varsity I

posted in Payroll

Payroll Values on Project Template Tasks and Common Tasks

The Payroll Values have been added to the Project Templates, but they are not on the Project Template Tasks or Common Tasks. If a client is using the accocunt and/or subaccount from the Project Task, they have to add them every time they create a Project. The Payroll Values should also be added to the Common Tasks. Project Task Project Template Task Common Tasks

7 months ago

rkshah5627Freshman I

asked in Payroll

L100_23_207_0025.zip

can not find L100_23_207_0025, anybody can help?

7 months ago

slaforgeFreshman I

asked in Payroll

Zero Hour Timecards

Hi Everyone,when employees go away on vacations, or project manager that didn’t have any billable hours for a few weeks, when they return they have to enter Zero hours time cards onto the weeks that they have missed to gain access to their current week time cards? Is there other way around that?

5 months ago

mpetersFreshman II

asked in Payroll

How do I see my PDF Paystub in the APP?

My employees can view the paystub summary but cannot pull the PDF. However, if I log in under Admin Permissions I can pull my own PDF paystub (the “View Pay Stub” button is there). Is there a Access Rights Setting that needs to happen to allow this the app?

Has anyone in the construction world had any issues with reporting multiple city taxes for different municipalities? For instance….if someone lives in one municipality but works in several others and the taxes calculate by giving the employee a credit. I can’t see how the credit was given to prove to each municipality that we are deducting the correct amount of tax. What I’m seeing is the total taxable wages for the whole check is showing up but the tax is only for the difference between taxable and the credit.

6 months ago

CJohnson15Jr Varsity II

asked in Payroll

Payroll Batch Error 2

Receiving the following error when trying to release a payroll batch.“no suitable employee earning type has been found acumatica”Just started happening during the new fiscal year. same employees no recent changes.

7 months ago

GillianFreshman II

asked in Payroll

Taxable Fringe Benefit

Can someone provide instructions for entering Taxable Fringe Benefits? I need to enter personal use of a company vehicle for our owners for 2023.

7 months ago

CJohnson15Jr Varsity II

asked in Payroll

Payroll Batch error

Inserting Earning Detail record...’Cost Code’ cannot be empty error message when doing a payroll batch for salaried employee. Never received this before. Any advice?

8 months ago

rbennett21

posted in Payroll

New Construction - No Valid Address Yet

Has anyone come across a client having a new project location, but it is not in the states data base yet, so it is pulling the incorrect taxes for the county, city, etc? If so, how did you handle it and fix it to get the correct taxes pulled in to Acumatica?

8 months ago

HarrySemi-Pro II

asked in Payroll

Expense Claim Approval error

Hello community,i have been facing issue related to the Expense Claim Approvals. It triggers the following error:I tried to unpublish the customizations and then check out but it still shows the same error.Have also defined the Approval Map under the preferences screen too but it displays the following error.But when I remove the Approval Map from Times & Expenses Pref screen → Explain Claim Approval map then it doesnt throw any error since the approval isn’t been applied now.Why is it so?

6 months ago

CJohnson15Jr Varsity II

asked in Payroll

Recurring Employer Contributions

I would like to set up recurring cell phone reimbursement contributions in Acumatica for employees that receive this monthly. This is done in the first pay cycle of each month. I have created a benefit code in the deductions and benefits screen but I cant figure out how to input the frequency so that i dont have to do 12 individual line items in the employee payroll settings. Any advice on how to accomplish this? TIA

8 months ago

HarrySemi-Pro II

asked in Payroll

How to make a selector fetch a single list of Non-Stock item?

Hello Community,I have been looking out to make the project Task field fetch only a single Non-stock Item say ItemA. How can I achieve this using Customization Project Editor? Thanks in advance

8 months ago

irudhayarajphilominraj34Freshman I

asked in Payroll

Restrict Employee hour

Hi Team,How can we limit the number of hours an employee can work per week? For example, if Mark is supposed to work for 40 hours per week, how can we ensure that he does not work below or above 40 hours per week?How can we restrict an employee from taking more than 80 hours of leave per year? We want to ensure that the employee does not exceed this limit.

8 months ago

ReddyFreshman I

asked in Payroll

Deferred revenue On payment process steps

Hi, all I want to know the deferred revenue on payment process steps. Any help.

8 months ago

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