Payroll

ISSUE: Logged time from Service Appointments transferred to the employee time card is always not checked as “Billable”, so we manually have to check each line in order for it to be calculated correctly.POSITIVE POINT: Any logs coming from projects are automatically checked as billable. As you can see below, all items coming from appointments are unchecked. Those that have projects involved are checked.If I go into the Earning Type Codes, I can set the default coming from projects to be ‘Billable’, which is great! QUESTION: How can I do this for any logs coming from Service Appointments? Any ideas?Thanks in advance.

Hello all,I have been looking out for ways or steps/guide for processing commissions via Payroll in Acumatica. Would really be grateful. Thanks in advance.

Scenario 2)  Vacation days must count towards weekly over time.  We have a PTO bank for vacation and must deduct any vacation hours from the bank.  My Earning Type code is setup as “Time Off”. I’m looking for ideas on how I can have vacation hours taken still count towards the weekly OT. Thanks in advance. 

Hello! Does anyone have any clients who accrue their PTO by anniversary date and not calendar date? How do you handle that? Thank you!

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. 

Hello community,How can we split the labor burden from payroll to projects by number of hours worked? So its like if a labor worked for 50 hours for 2 projects (30 for Project A & 20 for Project B) in a week how can I setup the system to evenly distribute these amounts into projects?Thanks.

Hello!We have 2 company benefits that we give the employee the option to pay the taxes on, so if they ever need to use it, they won’t be taxed on it.  The deduction is based on a formula, and doesn’t fit in to any of the preset options on the Deduction/Benefit set up (of being calculated as a flat amount, % of gross, % of net, % of custom, or amount by hour) The formulas are ((employee hourly rate x 2080)/52) x .00289 for the 1st benefitfor the 2nd benefit ((employee hourly rate x 40 x 0.60)/10) x 0.052Any suggestions on how to set this up? Thank you!

Has anyone ever had to make mass adjustments to multiple employees taxable wages before?When you go to the Taxes tab on the Paychecks and Adjustments screen, select a tax code you can manually enter taxable wage adjustments in the right hand pane. This is great but if we need to do this to 100-500 employees doing this manually is quite difficult and time consuming for the customer.Has anyone had any success? Screen: One of the import scenario’s I have tried:Import By Scenario with Error:There is clearly a Wage Type

Two employee paystubs out of the entire company will not print with the rest. They used to print along with all the other paystubs but after a system update in February, they stopped. 

We just hit an error trying to Calculate Payroll we have never experienced before. We went into the trace and unfortunately it is another language to me…. See below. We have check the employee set ups, payroll employee settings, time activities, PTO banks, Deduction sequences, everything I could think of and I read through another post hoping for answers and nothing worked. This is happening on our three newest employees only (this would be their first check). If anyone has any ideas please send them our way… 

How do you make changes to time in the Work Crew Time Entry screen that is already in “Completed” status?

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?

Hi. We are using Acumatica for time capture and payroll processing.When users are entering time, they should only be selecting cost codes that have Labor account groups setup for them in the cost budget. Right now, Acumatica will allow them to see and select all of the projects cost codes.To bypass this, we’ve created TASKS that only have Labor account group cost codes in it - then setting this to default task.The problem with that is there are multiple areas in Acumatica that the task then defaults to our Labor only task - so accounting has to change this each time.Would be ideal if there was a way for only certain account groups to be selected and seen at the time entry screen.

We are testing and hoping to implement the canadian payroll.  So far it is working ok, but we have a situation where we will need to start charging payroll taxes on the distances travelled when the next union agreement is implemented.  we didn’t have to do this before because the amount charged per km was under the limit specified.  The new amount is above that threshold and therefore need to charge the taxes on the amount over the threshold.  How do we go about doing this as we can’t add km on the timecard? whatever process it is to do this, we would have to do it to about 20-30 employees a week.

Hello, Would anyone have a clue to why Acumatica (Symmetry Tax Engine) Taxes are not capping? I cant find a way to adjust any setting to correct this. In Washington, Employer Admin fund is 0.03% of gross wages with an assessable wage cap of $62500, making a contribution cap of $18.75. Acumatica is not taking this into consideration and continues to withhold after the $18.75 is reached. This is happening for the SUI too. I have checked the Tax Maintenance and the cap is configured correctly. We made sure that the payroll employee payroll settings have not been overridden for the specific individual.  The above amount of 0.94 cent should be 0.70 to take the accrued 18.05 into consideration.  

Hi, We have got a client switching to Acumatica and since their Go Live has been past the financial year, we have multiple payroll balances that needs to be brought forward to Acumatica before Go Live. We have been suggested to do bulk payroll upload. We are trying to understand is there a solution to just upload year end/month end balances without having to carry out bulk payrun? Regards,

Hi everyone,I am going through the L100 Payroll module, and I’m processing a direct deposit payment batch.I’ve created the batch, exported a pre-note file and an export file, and confirmed the batch as paid.  I’m now trying to release it to the ledger.  I keep getting the following error:  I checked the payroll batch used for the payment, and the cost codes for all employees are empty:   So, two questions:The project I used to create the payroll batch has a cost code assigned of 00-000.  The documentation says that Acumatica will pull that information from the project data when it creates the payroll batch.  However, it did

My company uses ADP as a 3rd party payroll provider and we have been importing the payroll transactions manually.  Labor is billed to jobs as at a blended rate (labor and overhead together, aka conversion costs) and a correspond offset account is used so that actual labor and overhead costs in SG&A are netted against it.  The problem is, that Acumatica wants to apply both sides of the transaction to a job which ends up netting out to zero.  Both the debit and the credit hit the job so that when looking at project budgets in the Construction module no labor costs appear.   Worse than that, if you separate these out into two different lines in Project Transactions with the first line posting to the job and the second posting to X, the non project code, this transaction somehow doesn’t show up in the GL.  How should we go about resolving this?  Is it because both of these are considered Expense accounts? Is there a way to set up a new Account Group for the labor absor

On the Tax Maintenance Screen the default expense accounts are listed. However it is my understanding that any GL accounts assigned under the employee payroll settings should override the default. Heres an example.Tax Main ScreenEmployee Payroll Setting But the payroll taxes are still going to the 71000 account vs the 51100 account designated in the employees payroll setting

How do you suggest is the best way to handle Reimbursements on a paycheck so the per diem does not get taxed or included in 401k%?  We have reimbursements and per diem that need to be on the paychecks but not subject to taxes and/or 401k % deduction. Thanks in advance!

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?

Good morning.I am a potential customer of Acumatica and I am curious about some of the solutions I’ve read on here for capturing time on orders on the production floor.  We have a small-medium manufacturing facility in which I’ll need to expense time to large time-frame production orders as well on spare parts sales orders.  We have about 50 people clocking in and out of orders throughout the day.  Currently we use old school punch clocks with hand written order numbers for allocation.  This process I feel will be even more tedious in Acumatica, hence the need for streamlined time data collection fed to ERP payroll.So far I read here that people have written their own code to accomplish this and a few people dismayed at the time it takes to do this through Acumatica, with no comoon concesus, as far as I’ve read, on which is best practices.  I’d appreciate any feedback ffrom people with similar requirements and how they have tackled this issue.Thanks for y

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 

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

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 p