Payroll

Hi,Can somebody help with the “Leave Request Approved” emails?When personal leave (sick leave) is approved the email back to the employee returns a zero value for Balance Remaining. When annual leave is approved the email works correctly and returns the remaining balance.Finally, the “Approved By” contains our company name, not the Manager’s name.How can I fix this?Below is a pic of the email and the template if that helps…Approval emailleave request approved email template 

Hello, Is it possible to have Acumatica post payroll transactions based on the date worked rather than the period end date or the pay date?   We pay employees bi-weekly, and there are instances where the majority of the hours worked fall into the month prior to the end date/payment date, but the entire payroll is posted in the following month.  It affects job costing and WIP calculations and makes month over month comparatives look questionable. Our previous system did this through an option in the payroll preferences, but I can’t find a way to do it in Acumatica without having to do allocation entries, which is incredibly time consuming.  I’m hoping I’m just missing something. Thank You :)

Hello everyone - does anyone here have feedback and/or experience with the following integrations.  We are interested in a time keeping and payroll solution.  My understanding is that these two both run on Kronos so there are many similarities.  I also like that they both have a scheduling element - something our team will rely heavily on.  Any insight?Inova - https://www.acumatica.com/acumatica-marketplace/inova-payroll-hcm-for-acumatica/WorkForce Go! - https://www.acumatica.com/acumatica-marketplace/workforce-go-hcm/

Hello Community, We are in the middle of Acumatica Implementation for a Canadian Heavy Civil Construction Company. We have been using ADP for our payroll system but constantly running into issues with them. It has made our payroll person very frustrated (I am aware of ongoing issues personally too).That being said, we have been looking into alternative payroll systems from two broad angles.1) capability of managing payroll as if was a standalone software and2) integration with Acumatica.We have reviewed pretty much in depth a few payroll systems including Dayforce(Ceridian), Acumatica Built-in, Lumber and Avanti. We have come to conclusion thatWith Ceridian possibly we will experience the same issues of ADP as they are very close in nature, functionality and corporate structure Acumatica Built-in and Lumber are very unmature and they possibly will work for smaller companies with very basic needs and no complexity. Avanti has the most robust payroll engine with maximum control over payr

We have been unable to submit an ROE file processed through Acumatica, because Service Canada is rejecting the file type.  The file has to be in BLK format.  We have tried numerous ways to get this to work, but it appears that Acumatica needs to automatically convert the XML file to BLK when it’s processed and saved to the computer.  (Our previous system Sage converted automatically.  The file was in BLK before saving to computer)  Seems like a programming issue in Acumatica, but so far, support has been unable to figure this out.   I’m wondering if anybody using Canadian Payroll has had to process a termination and use Acumatica’s ROE feature?   And if so, how has it worked for you?  Hope this all made sense.  I am not a system analyst and my terminology may be confusing.  lolThanks!

I am attempting to help a friend get accurate information on the ACA Reporting screen. The data listed seems very unreliable. For instance, many employees are listed has having no hours from Jul-Dec of 2024. One long-term employee shows up in only one month, despite being paid weekly.I’ve scoured the web, but there seems to be next-to-no information about it.

We need a overtime rule for work performed on company holidays.

We recently used Aatrix for W-2 processing but ran into an issue where many employees did not receive a mailed copy of their W-2. After investigating, we discovered an Employee Payroll Setting that enables consent for electronic W-2 filing on a per-employee basis.We have no idea how this setting was enabled for the majority of our employees or when it was introduced in Acumatica. Users don’t have access to modify this setting, and some employees who had it checked have never even logged into Acumatica.When we filed in 2024, this wasn’t an issue—everyone received a mailed copy. However, we can't find a clear pattern as to which accounts have this setting enabled.Does anyone have insight into how this might have happened?We are currently on 2023R2 - Build 23.209.0023.

Hi,Can someone help me find the way to delete the T4 batch for submission in Payroll ?I can delete these other batches but not this one.Picture below for referenceThanks

I’m testing out MYOB Acumatica and I had inserted some Time Activities as below, but they are displaying under the wrong week. I assume it’s got something to do with timezones, as the timezone is in Melbourne which is UTC+11, and the week cut-off point appears to be 11am as shown in the example pictures below. How do I fix this so that the cut-off time is midnight of the chosen timezone instead of UTC? It’s strange to me that time activities dated 20/01 is in the previous week period. I could be wrong entirely and it’s got nothing to do with timezones, but I can’t find the related settings for this 

Hello,I was wondering how it is recommended to set up third-party sick pay in Acumatica Payroll? For example, should it be an earning type, a tax attribute, both, etc?The third-party pays the employee, but we have to withhold appropriate taxes and report wages on both form W-2 and 941.Thanks!

Hi, I have a client that just started using Canadian Payroll in Acumatica this year. Basically, I thought I was just able to use the PTO Adjustment Screen to enter the opening balances for their vacation and then jsut run payroll. However, when we go to use PTO hours for their first pay, it says that PTO does not allow negative, which is in fact the setup the client wanted.  My question is what are the steps to have the opening balances of a PTO bank entered in Acumatica? Thank you,Joey

Payroll AA-2024 (this was the exception so that 2024 would only have 26 pay periods) was supposed to have posted 1/1/2025, but I posted 12/31/2024. I did not realize the problems that would be created.W-2s are going to report pre-taxed contributions that reduced the federal taxable wages and may cause over-the-limit contributions to HSA accounts and 457 deferred comp plan. Is there a way to change the posting date?Should I delete the 12/31/2024 payroll and re-run on 01/01/2025 (major hassle)? Please help!Denise

Hello all,I am trying to create a new employee but when I try to save it, triggers the below error:How to resolve this?

one of my clients is telling me that Aatrix does not have a capability in Ohio to file w2s for local municipalities. how are other users in the system working around this restriction? My clients are very confused on how to proceed and Aatrix support has been incredibly unhelpful. 

Hello all,I have bee trying to release time cards but it throws the following error: 

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.

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

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.

We are unable to print Paystubs (PR.64.10.15) after upgrading to 2021R2 build 21.209.0034. I cannot find this as a known issue, but assume that anyone using Payroll on this version would be impacted.Error: Cannot resolve the table name: [PX.Objects.CR.CRLeadContactValidationProcess+Contact2]  Trace: empty 

What user role is needed to create templates in Payroll?My employee is receiving an error message that says You have insufficient rights to access the object (AUTemplateController)I understand where to add them but I am not sure which role . Their current roles are AR-Accounts Receivable, AR Clerk-Access to AR functions, AR Viewer-Read only access to AR Functions and Viewer  

Acumatica will offer the Controlled Release of Payroll in Canada beginning with the 2023 R1 release coming in April. The initial release of Acumatica Payroll will support:Federal and Provincial Tax Calculations T4 and RL1 tax forms (T4 summary and RL1 available in 2023 R1) PD7A remittance validation report for CRA (2023 R1) Record of Employment Final Paycheck Canadian Specific features Paid Time Off calculations Deduction and Benefits calculations  Payroll related features EFT (via Canada localization) T5018 (improvements in 2023 R1, ability to separate goods/services in 2024 R1) The following features will be supported in a future release:Multiple base currencies. Customers who want to run both US and Canada payroll need to implement 2 separate tenants PTO enhancements T4A (AP report)The table below outlines the stages and timelines of the rollout.Stage Tentative Date(s) Information/Activities Acumatica Demonstrations July 2022 Acumatica supervised demos using a previ

Hi!I was curious if Acumatica’s self-service portal includes functionality for employees to update HR-related information, such as W-4 details. I know there’s a user role that allows access to paystubs and time entry within the standard environment, but is there a separate feature or portal for this type of functionality

How do you get the timecards to work when they cross payperiods.  The pay periods are always 1st through the 15th and the 16th throught the end of the month.  What do you do when the time cards cross pay periods?  Manual OT calcs would be preferrable and having timecards that match the payperiod.  Has anyone gotten this to work?

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.