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Payroll 401k Report

  • October 13, 2022
  • 4 replies
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S
Freshman I
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I am looking for a 401k report by payperiod for upload to the 401k provider (or Generic Inquiry).  What is the best report to start with for customization that includes deduction by payperiod and YTD total earnings and hours?

 

Thanks

Sharon

Best answer by mikedavidson07

Hi Sharon,

Here is a simple Generic Inquiry for deductions by date range that may get you going.

  1. Download “WacPrDeductionDetails”  attached to the message or from this link: Acumatica PR GI
  2. In Acumatica go to Customization, Profiles, and open Generic Inquiry.
  3. Click the clipboard icon and select “Import from XML”.

     

  4. On the Upload XML File choose the file you downloaded in step 1.
  5. Once imported make sure the top section looks like this so it’s available on the Payroll desktop.

     

  6. Now back in Payroll you should have the new item under the Inquiries section “Employee Deduction Details”.

    Once you run inquire by the dates desired, you can filter by your 401K deduction code and export to Excel.

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    4 replies

    Laura Carpenter
    Varsity II
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    So, to my knowledge there is no out-of-the-box solution for what you are looking for.  Our company created a custom GI that pulls from several tables of data to get the information we need to upload our 401k file to their site.  We simply do an export of the excel file from Acumatica.  If you want some guidance on how we did ours, feel free to reach out to me.

    Kandy Beatty
    Chris Hackett
    2 people like this
    • Kandy Beatty
      Kandy Beatty
    • Chris Hackett
      Chris Hackett
    S
    Freshman I
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    Hi Laura,

    Yes I would love to learn more.  

     

    Sharon

    mikedavidson07
    Jr Varsity II
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    • mikedavidson07
    • Jr Varsity II
    • 45 replies
    • Answer
    • October 13, 2022

    Hi Sharon,

    Here is a simple Generic Inquiry for deductions by date range that may get you going.

    1. Download “WacPrDeductionDetails”  attached to the message or from this link: Acumatica PR GI
    2. In Acumatica go to Customization, Profiles, and open Generic Inquiry.
    3. Click the clipboard icon and select “Import from XML”.

       

    4. On the Upload XML File choose the file you downloaded in step 1.
    5. Once imported make sure the top section looks like this so it’s available on the Payroll desktop.

       

    6. Now back in Payroll you should have the new item under the Inquiries section “Employee Deduction Details”.

      Once you run inquire by the dates desired, you can filter by your 401K deduction code and export to Excel.

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    Kandy Beatty
    Laura02
    Chris Hackett
    3 people like this
    • Kandy Beatty
      Kandy Beatty
    • Laura02
      Laura02
    • Chris Hackett
      Chris Hackett
    S
    Freshman I
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    Thank you Mike!

     

    Chris Hackett
    1 person likes this
    • Chris Hackett
      Chris Hackett

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