Showing posts with label HR/Payroll. Show all posts
Showing posts with label HR/Payroll. Show all posts

08 October 2012

17 October 2011

EEO Reporting and Dynamics GP

Michael Lupro has a couple of nice posts on Equal Employment Opportunity reporting using SmartLists and SQL up at BestTechsNW.

SmartList EEO4 Descriptions

EEO Table Value and Descriptions

22 July 2010

Weekly Review: Use a Suspense Account as a Bridge

Every once in a while you run into something you can't quite do the way you want in GP and sometimes a little creativity can save a lot of customization. One little piece of creativity is to use a suspense account. There's nothing special about suspense account. It's not an account type, it's just an account that you always want it to be zero. You'll need a few examples to understand.

We use ADP for payroll and we know the cash requirements a couple days before we actually get the download file to import into GP. Well, it's a big hunk of cash so we go ahead and make the cash entry on Tuesday when we know the amount and we post the debit to a "Payroll Suspense" account to avoid cluttering up Accrued Expenses. Then on Thursday or Friday we upload the payroll detail via Integration Manager and instead of hitting the cash account, we hit the suspense account for the credit, thus clearing it out. It also means we get to do a simple integration into the GL without worrying about screwing up bank recs.


Also, there's no Integration Manager transaction for a Bank Transfer but you can import 2 bank checkbook transactions, a withdrawal and a deposit and use a suspense account in between to keep it all in sync. If you set the reference up right you even get to use Smartlists to find and out of balance transaction if you mess things up.


Is this unique to GP? Nope. Some days we solve things with technology and some days we solve it with technique. This is a technique thing.
 
Originally Posted by Mark at 10/13/2007 10:36:00 PM

22 September 2008

Weekly Dynamic: Update Your Payroll Tax Files

If you are using Dynamics GP's payroll module it's important that you update your payroll tax tables on a regular basis. This is normally a download from Microsoft and it's pretty easy to do. It's part of the year end checklist but people don't always pay attention and updates happen more frequently than annually.

The basic steps are:

  1. Log in as a system administrator (typically SA or Dynsa) and open Help>U.S. Payroll Updates>Check for Tax Updates.
  2. Select Automatic (need internet connection) or Manual (download the TX.cab file and save to GP install folder. For manual, specify the file location.
  3. Click process to start update
  4. Verify. Open Tools>Setup>System>Payroll Tax and validate the date. I believe the current update as of this post is 8/15/08.
There are lots of specific instructions at this link.


If you're not comfortable doing this or you are unsure that this is getting done, check with your partner or MS support. Be aware that the Microsoft folks like to sneak in a payroll tax update before year end as part of a service pack. I've never liked that idea but it happens pretty consistently so you might as well prepare for it. Also, if your version is too old to be supported by an enhancement plan, you won't be seeing payroll tax updates.

Just in case you are sitting there saying "This could never happen to me", this Weekly Dynamic came from an I.B.I.S. Help Desk case that illustrates that this CAN happen to you if you don't pay attention. Jim Corley of the I.B.I.S. Help Desk dropped this note to our consultants:


I’m working with a customer right now who’s used GP payroll for years and has more than one CPA in the accounting department and they have not updated their tax-rate table since 2006. As you know, state and federal tax authorities have no sense of humor when it comes to under payment.


Get out and update those tax tables today!