Payroll

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

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

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.

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

I’m using 2023R1 Construction edition and Im looking to find out how to add paid holidays so that they automate. We import time cards via import scenario, is there a way to have the pre scheduled holidays add to the imported time?

Employee has worked a few hours in a payweek therefore gross pay is not enough to cover weekly deductions. Acumatica wont calculate paycheck. How do we get Acumatica to take what it can and produce a zero dollar paycheck? 

If a per diem is for reimbursed expenses, what should the reporting type be for the earnings code set up?  It appears the only option is to mark it as PR-12 Reimbursed Expenses, but as long as the per diem is within federal guidelines, I don’t believe anything should be reported on the W-2 but you can’t leave the “Reporting Type” blank.  If it places the full amount paid in Box 12 under Code L, this would be wrong, but it shouldn’t be included in Normal wages either.  If I understand the IRS guidelines correctly, if the per diem is non-taxable the only amount that should be reported in Box 12 would be the difference in the per diem paid and the federal per diem rate if the amount paid is higher than the federal rate.  I’m no where close to a payroll tax expert, but there has to be a way to pay per diem through payroll without it impacting the employee’s W-2.

Our Company adopted a SIMPLE IRA plan that began funding this month.  With just over a year under our belt with Acumatica, I came to the Community to get some setup pointers but didn’t find any.  With that, I began experiments in our test environment and developed the setup that was eventually implemented in the live company environment.  I thought a few of the procedures and observations made along the way might be helpful to someone else.G/L Considerations: The setup will require a couple of new accounts, a SIMPLE IRA liability account (for accrual of deductions and benefits) and an Employee Retirement Benefits expense account for recognition of the matching expense.One plan, four Deduction/Benefit Codes: I set our SIMPLE IRA with four Deduction/Benefit codes for four possible situations:Employee under 50 years old, Deduction expressed as percent of gross. Employe under 50 years old, Deduction expressed as fixed amount Employee 50 years or older, Deduction expressed as percent of gro

I am receiving the following error code:PR Error:  Sub ID value wasn’t found automatically and can not be empty.  I think this is the issue, not sure. Account Settings:Use Earnings Account from:  Labor Item (we just changed this to look to Labor Item)Combine Earning Sub From _____________________ (what letter should be entered here)

We have a scenario where employees receive tips that are paid on the day the employee works so the amount of tips received does not need to be paid with the normal payroll but they do need to report the amount for withholding taxes.  I did not see a way to use Tips as an earning code that would not increase the amount of the net pay.  Has anyone else had a similar scenario or have a recommendation on how to handle the tips?

Hello, we are working to setup Acumatica Payroll and running into an error when setting up payroll preferences. The screen is checking for a specific option in the Time Posting option box, but its not showing up on our form and giving us the below error. Any ideas? Possibly a feature I need to enable\disable? Thanks,Adam

We have one employee choosing to max out his SIMPLE IRA deduction limit for the year.  The employee is over 50, so the deduction limit for 2023 is $19,000 (15,500 normal limit + 3,500 “catch-up” provision).  The deduction is set up with the higher limit for those 50 and older:The employee’s individual setup reflects the higher limit:Processing the employee’s check, today, Payroll limited the deduction to $500.00, thereby limiting the employee’s cumulative deduction to $15,500.  The employee has $3,500.00 remaining by statute.Does anyone have any idea why Acumatica Payroll is overriding the Deduction setup as if the employee were under 50 years of age?   More to the point, does anyone have any idea how to fix this so the remaining allowable deductions can be made prior year end?

Hi, I am trying to retrieve a list of Attributes for a specific Employee Class using the REST APII can hit the REST API and retrieve a list of Employee Classes, but I cannot use the ID retrieved to then retrieve any additional data.The particular Screen ID is as followsScreenId=EP202000 Can anyone give me any recommendations?

Can Acumatica issue pay cards to those employees who do not have a bank account?

If a Payroll batch is Released:-It creates a Paycheck record which is linked to the Employee-Entries are no longer allowed to be added to the Payroll Batch directly-The Paychecks and Adjustments (PR302000) form does allow you to enter new lines for the Paycheck-Those new lines are also added to the Payroll Batch if you go back to that formIs there a REST API call to add lines to a Paycheck or can they be added to a Released batch with REST?

We accrue a certain amount of vacation and sick time throughout the calendar year and have a limit each year. This has been set up and worked in years past, but this year Acumatica seems to have exceeded the accrual, even though the maximum for the year has been reached. Anyone experiencing this same problem? I checked the PTO codes and they are all still set up correctly. 

how to clients currently handle tracking emergency contacts for employees?is this best done via attributes? love to hear others thoughts!

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!  

Is anyone else in Washington state having issues with their Paid Family medical not calculating correctly starting at the end of Q2 2023?My testing and research is showing that all of a sudden this tax is way over deducting from my employees and it appears to be coinciding with the roll-out/implementation of the new WA Cares tax.I’ve checked my tax settings for WA FLI and they have not changed, so I’m stumped as to why the change?

Hi Community,How can I make the records notes entered from the “Weekly crew time entry” be updated to the “Employee's time card” when they are created? 

Here’s the scenario that I cannot figure out: Employee 1 paid commissions of $1000 in each June, July, and Aug (total $3000 in commissions over 3 months).  In Sept we realize that June was overpaid commission by $300.  We can enter a negative $300 amount on the next payroll using Payroll Adjustment but cannot figure out how to get the taxes (employee and employer) back.  Essentially he paid taxes on the $300 back in June and if we’re taking the $300 away from him we need to give him back the taxes paid on that $300. There are also employer paid taxes that we need to get figured out but most importantly we need to get the employee the taxes paid back since we’re taking that $300 away. Any suggestions are greatly appreciated! 

Are you able to print W-2’s from Acumatica payroll module??  I don’t really like the idea that I have to pay for the payroll module and an outside subscription to be able to do W-2’s.

Scenario 1) Holidays are days off for the employees but the time needs to count towards weekly OT.  If the employee had Monday off as a holiday, but then works a 40 week on top of the holiday, the employee would get 8 hours of OT.   

I have had two companies report an error during the Aatrix validating payroll data step when attempting to process government reports this morning.  Anyone else experiencing this issue. 

Hi everyone, I’m hoping someone might have a solution or suggestion on the Taxes by Paycheck report. (It probably does not matter, but the Acumatica version is 2023 R1, build 23.103.0013) Working with my client, we built 2 templates utilizing Additional Sorting and Filtering. 1 template lists the detail for all paygroups that start with “EB” correctly. 1 template lists the detail for all paygroups that start with “JT” correctly. The Totals page is identical for both runs; therefore, the totals page does not adhere to the Additional Sorting and Filtering. Does anyone have any suggestions?