Replies posted by mikedavidson07
Welcome to the Payroll Community.Acumatica uses the “Preferences, Work Location” to pull in applicable tax entities and jurisdictions. After the work location is established. you can run the process in “Preferences, Tax Maintenance” to load the tax entities for that location. I suspect the location you have setup for your company location is in a different county? Keep in mind the work location is assigned to the payroll employee record. In my example i setup a quick location with address info in the required county. With this step complete, I can now run the tax maintenance process to pull in tax entities/jurisdictions. You can see in my example it LaGrange County Tax shows up:At this point you will need to configure jurisdiction details by selecting the line and clicking the “View Tax Details”. If you are still experiencing issues with your configuration please reach out to your business partner as they should be able to assist you sorting this out. They can also open a case w
Acumatica tracks the employer benefit portion individually per deduction/benefit type. One would not take the other benefit portion into consideration for the employer limits of your program. When does the company pay the benefit portion? I ask as some employers pay the benefit portion annually. If this is the case you run the gross pay totals at year end, calculate the the benefit and enter it manually. If there is a better options, I’m sure someone will be along here shortly.
I don’t think Acumatica can handle this type of benefit calculation under the options available in the employer contribution settings. This would be a manual process. You can always submit it to the Acumatica Ideas section: https://community.acumatica.com/ideas
The “Earning Type Codes” itself does not carry a rate. The rate is assigned to the payroll employee record along the actual rate it’s effective dates. A second rate type could be set up to handle the hour/rate they would be paid while attending school. You may have to be careful if both codes would be used during a pay cycle and the employee had overtime.
Sorry for the late reply as you may have this resolved. Basic troubleshooting:Preferences, Check the Deduction/Benefit code and ensure it is active. Employee Payroll Settings, Deductions/Benefits tab, Make sure the Deduction/Benefit code is assigned to the employee. Employee Payroll Settings, Deductions/Benefits tab, Make sure the assigned code is active, there is a deduction amount or percent and has a valid start date. Other possible reasons due to configuration settings, Issues with the Deduction Max Frequency, Contribution Max, Sequence, Start/End date conflicts.Good luck!
Scott, The process can depend slightly on the version of Acumatica and what step you are on in the payroll process. A released payroll batch doesn’t have a void or delete options. The released payroll batch creates a “Regular Paychecks” entry for each employee in the batch and sets their stats as “Needs Calculation”. If this is as far as you made it in the process, you can delete one or all of the regular paychecks entries by simply opening the entry, selecting the trash can and confirming. Then you could build a new payroll batch and release, creating new paycheck entries. Keep in that paycheck entries can be edited/corrected and then recalculated so depending on this issue you are attempting to resolve may be an easier approach. Your Acumatica partner maybe able to provide better guidance and other options.
If you want to update several attributes you will still need the attribute ID on the excel sheet. If this is also the case, you should not hard code the Source Field / Value to be =’Vendor Products’. Delete that out of the field and double click/look up your excel column for the attribute ID (your original excel sheet had this as column b “Attribute”). The following line of the import scenario will be value (the excel value you want to insert into the attribute value).
On the 4th line, Source Field / Value change =’SOURCE’, This needs to be your actual attribute ID: =’Vendor Products’ (to hard code it) or use Attribute column from the excel sheet.On the 5th line, Source Field /Value change Attribute, this needs to be the column in your sheet that has the value you want to insert. This would be Value (column D) if you are attempting to insert “On Semiconductor”. On the 7th line uncheck the Active box, save and test and see if this works.
Give this a try (The attribute in this example is called SOURCE, the data to populate in the SOURCE attribute is Field from import sheet)Target Object: Filed / Action Name Commit Source Filed / ValueAttributes <Key: AttributeID> =[Answers.AttributeID]Attributes Attribute -> Attribute ID Yes =’SOURCE’Attributes Value (Field from Import sheet)
If would be nice if the payroll administrator role had access to all stubs for all employees. A work around (Standard Acumatica) if the user exists and your are logged in as a user with proper rights to the user screen, you can use the LOG IN AS USER function and review/print prior stubs.
That is a much better option when you have many records to update. I was able to write an import to update the box lines on all the bill that needed updating. I had to update bills for the entire year (2000 records). The import updates in a minute instead of open each bill and changing each line.
In excel Sort the column by the amount. Insert another column next to this column and label it “Original”. Go to your sorted column with the data, select all negative numbers and copy them to your new column (shown as original column below). Make sure they are removed from your original column. Create a new column and label it “Debit” Create a formula in your Debit column as show =G2*1 (this will reverse the number). Confirm the column H now has amounts reversed. Select all of column H, then right-click your mouse and select copy. In the same culumn H in cell H2, right-click your mouse and select paste special and select values as forumla. this will get rid of the formula. You can also now delect column G “Original”. This approach fixes the data in excel and usually just import in the Journal Transaction entry but would also work in an import scenario.
Depending on your version of Acumatica, (Requires the GI for Bills and Adjustment for steps 1 and 2)you could: Go to the Payables, Billes and Adjustments. Filter the grid to show the vendor in question and filter on an invoice date range. This will show your bills and adjustments for the period. Open one of the existing invoices in question (an invoice that may have the wrong 1099 coding). As long as the Vendor is marked 1099, you should be able to edit the Document Details line and change the 1099 Box by clicking in it and getting the dropdown list choosing 7-NEC. This change can be made for “Closed” (paid) documents. Steps 1 and 2 are not necessary but make the process a little easier.
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