Sage 100

v2.2 Payroll.  The end user inadvertently posted a payroll in quarter 3 after closing quarter 2.  Can they reverse the payroll, re-open quarter 2, and enter the payroll again in the correct quarter?

------------------------------
Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Assistant to the Traveling Secretary
------------------------------

I don't know that this is the official line,  but I did this with a client and it seemed to work.   Watched it l like a hawk though.  And as I recall it was only one employee/check so it was pretty easy to watch for problems. 

If you have anyone going across taxable wage limits and you already have payroll entered in the future quarter, you could have issues.

Definitely not in legacy payroll.

------------------------------
Thomas Rogers (TomTarget)
Target System Technology, Inc.
Spokane Valley WA
------------------------------

Thanks @Thomas Rogers  I called Sage tech support this morning.  They said there is no need to open the prior quarter.  If the check date of the payroll run is in the prior quarter there will be a warning displayed, but nothing prevents posting to a prior closed quarter.  That is fascinating!  What's the purpose of closing a quarter?
​

------------------------------
Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Assistant to the Traveling Secretary
------------------------------

Original Message:
Sent: 08-11-2020 14:03
From: Thomas Rogers
Subject: Can I Open A Closed Payroll Quarter

I don't know that this is the official line,  but I did this with a client and it seemed to work.   Watched it l like a hawk though.  And as I recall it was only one employee/check so it was pretty easy to watch for problems.

If you have anyone going across taxable wage limits and you already have payroll entered in the future quarter, you could have issues.

Definitely not in legacy payroll.

------------------------------
Thomas Rogers (TomTarget)
Target System Technology, Inc.
Spokane Valley WA
------------------------------

Original Message:
Sent: 8/11/2020 2:14:00 PM
From: Doug Higgs
Subject: RE: Can I Open A Closed Payroll Quarter

Thanks @Thomas Rogers  I called Sage tech support this morning.  They said there is no need to open the prior quarter.  If the check date of the payroll run is in the prior quarter there will be a warning displayed, but nothing prevents posting to a prior closed quarter.  That is fascinating!  What's the purpose of closing a quarter?
​

------------------------------
Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Assistant to the Traveling Secretary
------------------------------

I agree on the 941.  If already filed it would require an amended 941.

------------------------------
Thomas Rogers (TomTarget)
Target System Technology, Inc.
Spokane Valley WA
------------------------------

Original Message:
Sent: 08-11-2020 15:27
From: Lee Graham
Subject: Can I Open A Closed Payroll Quarter

Would be concerned if 941's were already processed.

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Original Message:
Sent: 8/11/2020 2:14:00 PM
From: Doug Higgs
Subject: RE: Can I Open A Closed Payroll Quarter

Thanks @Thomas Rogers  I called Sage tech support this morning.  They said there is no need to open the prior quarter.  If the check date of the payroll run is in the prior quarter there will be a warning displayed, but nothing prevents posting to a prior closed quarter.  That is fascinating!  What's the purpose of closing a quarter?
​

------------------------------
Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Assistant to the Traveling Secretary
------------------------------


Original Message:
Sent: 08-11-2020 14:03
From: Thomas Rogers
Subject: Can I Open A Closed Payroll Quarter

I don't know that this is the official line,  but I did this with a client and it seemed to work.   Watched it l like a hawk though.  And as I recall it was only one employee/check so it was pretty easy to watch for problems.

If you have anyone going across taxable wage limits and you already have payroll entered in the future quarter, you could have issues.

Definitely not in legacy payroll.

------------------------------
Thomas Rogers (TomTarget)
Target System Technology, Inc.
Spokane Valley WA

You can post to a prior closed quarter????  I really hope tech support misunderstood the question.  Otherwise that's really scary.  

I do know that there is a security right that theoretically lets you REVERSE a check from a prior quarter, but I generally don't recommend it except in extreme situations and then only with an abundance of caution.   I tend to turn it off for my clients.

------------------------------
Thomas Rogers (TomTarget)
Target System Technology, Inc.
Spokane Valley WA
------------------------------

Original Message:
Sent: 08-11-2020 14:14
From: Doug Higgs
Subject: Can I Open A Closed Payroll Quarter

Thanks @Thomas Rogers  I called Sage tech support this morning.  They said there is no need to open the prior quarter.  If the check date of the payroll run is in the prior quarter there will be a warning displayed, but nothing prevents posting to a prior closed quarter.  That is fascinating!  What's the purpose of closing a quarter?
​

------------------------------
Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Assistant to the Traveling Secretary
------------------------------


Original Message:
Sent: 08-11-2020 14:03
From: Thomas Rogers
Subject: Can I Open A Closed Payroll Quarter

I don't know that this is the official line,  but I did this with a client and it seemed to work.   Watched it l like a hawk though.  And as I recall it was only one employee/check so it was pretty easy to watch for problems.

If you have anyone going across taxable wage limits and you already have payroll entered in the future quarter, you could have issues.

Definitely not in legacy payroll.

------------------------------
Thomas Rogers (TomTarget)
Target System Technology, Inc.
Spokane Valley WA

Not really any different than how Sage 100 handles AP or AR is it?  The only module that now truly closes is GL.

------------------------------
alan niergarth
Velosio LLC
------------------------------

Original Message:
Sent: 08-12-2020 16:50
From: Thomas Rogers
Subject: Can I Open A Closed Payroll Quarter

You can post to a prior closed quarter????  I really hope tech support misunderstood the question.  Otherwise that's really scary.

I do know that there is a security right that theoretically lets you REVERSE a check from a prior quarter, but I generally don't recommend it except in extreme situations and then only with an abundance of caution.   I tend to turn it off for my clients.

------------------------------
Thomas Rogers (TomTarget)
Target System Technology, Inc.
Spokane Valley WA
------------------------------


Original Message:
Sent: 08-11-2020 14:14
From: Doug Higgs
Subject: Can I Open A Closed Payroll Quarter

Thanks @Thomas Rogers  I called Sage tech support this morning.  They said there is no need to open the prior quarter.  If the check date of the payroll run is in the prior quarter there will be a warning displayed, but nothing prevents posting to a prior closed quarter.  That is fascinating!  What's the purpose of closing a quarter?
​

------------------------------
Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Assistant to the Traveling Secretary


Original Message:
Sent: 08-11-2020 14:03
From: Thomas Rogers
Subject: Can I Open A Closed Payroll Quarter

I don't know that this is the official line,  but I did this with a client and it seemed to work.   Watched it l like a hawk though.  And as I recall it was only one employee/check so it was pretty easy to watch for problems.

If you have anyone going across taxable wage limits and you already have payroll entered in the future quarter, you could have issues.

Definitely not in legacy payroll.

------------------------------
Thomas Rogers (TomTarget)
Target System Technology, Inc.
Spokane Valley WA

@alan niergarth - except you need Year End in Payroll because of YTD Direct Deposit.​

------------------------------
Beth Bowers
Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
Beth Bowers
269-445-1625
------------------------------

Original Message:
Sent: 08-13-2020 14:06
From: alan niergarth
Subject: Can I Open A Closed Payroll Quarter

Not really any different than how Sage 100 handles AP or AR is it?  The only module that now truly closes is GL.

------------------------------
alan niergarth
Velosio LLC
------------------------------


Original Message:
Sent: 08-12-2020 16:50
From: Thomas Rogers
Subject: Can I Open A Closed Payroll Quarter

You can post to a prior closed quarter????  I really hope tech support misunderstood the question.  Otherwise that's really scary.

I do know that there is a security right that theoretically lets you REVERSE a check from a prior quarter, but I generally don't recommend it except in extreme situations and then only with an abundance of caution.   I tend to turn it off for my clients.

------------------------------
Thomas Rogers (TomTarget)
Target System Technology, Inc.
Spokane Valley WA


Original Message:
Sent: 08-11-2020 14:14
From: Doug Higgs
Subject: Can I Open A Closed Payroll Quarter

Thanks @Thomas Rogers  I called Sage tech support this morning.  They said there is no need to open the prior quarter.  If the check date of the payroll run is in the prior quarter there will be a warning displayed, but nothing prevents posting to a prior closed quarter.  That is fascinating!  What's the purpose of closing a quarter?
​

------------------------------
Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Assistant to the Traveling Secretary


Original Message:
Sent: 08-11-2020 14:03
From: Thomas Rogers
Subject: Can I Open A Closed Payroll Quarter

I don't know that this is the official line,  but I did this with a client and it seemed to work.   Watched it l like a hawk though.  And as I recall it was only one employee/check so it was pretty easy to watch for problems.

If you have anyone going across taxable wage limits and you already have payroll entered in the future quarter, you could have issues.

Definitely not in legacy payroll.

------------------------------
Thomas Rogers (TomTarget)
Target System Technology, Inc.
Spokane Valley WA

@Beth Bowers good point.  also you need to do year end in the new version to reset the YTD actuals against contribution limits on deductions and such.   ​Which is a bummer because if you do a check in the new year before closing the old, those values do not get reset!  So the check stubs show the wrong info.  In fact, this seems like a bug.  The product was promoted on the premise you did not have to close the quarter before doing checks in the new quarter.  It should save the annual DD (and other) values in a table to allow overlap at end of year.

------------------------------
alan niergarth
Velosio LLC
------------------------------

Original Message:
Sent: 08-13-2020 14:16
From: Beth Bowers
Subject: Can I Open A Closed Payroll Quarter

@alan niergarth - except you need Year End in Payroll because of YTD Direct Deposit.​

------------------------------
Beth Bowers
Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
Beth Bowers
269-445-1625
------------------------------


Original Message:
Sent: 08-13-2020 14:06
From: alan niergarth
Subject: Can I Open A Closed Payroll Quarter

Not really any different than how Sage 100 handles AP or AR is it?  The only module that now truly closes is GL.

------------------------------
alan niergarth
Velosio LLC


Original Message:
Sent: 08-12-2020 16:50
From: Thomas Rogers
Subject: Can I Open A Closed Payroll Quarter

You can post to a prior closed quarter????  I really hope tech support misunderstood the question.  Otherwise that's really scary.

I do know that there is a security right that theoretically lets you REVERSE a check from a prior quarter, but I generally don't recommend it except in extreme situations and then only with an abundance of caution.   I tend to turn it off for my clients.

------------------------------
Thomas Rogers (TomTarget)
Target System Technology, Inc.
Spokane Valley WA


Original Message:
Sent: 08-11-2020 14:14
From: Doug Higgs
Subject: Can I Open A Closed Payroll Quarter

Thanks @Thomas Rogers  I called Sage tech support this morning.  They said there is no need to open the prior quarter.  If the check date of the payroll run is in the prior quarter there will be a warning displayed, but nothing prevents posting to a prior closed quarter.  That is fascinating!  What's the purpose of closing a quarter?
​

------------------------------
Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Assistant to the Traveling Secretary


Original Message:
Sent: 08-11-2020 14:03
From: Thomas Rogers
Subject: Can I Open A Closed Payroll Quarter

I don't know that this is the official line,  but I did this with a client and it seemed to work.   Watched it l like a hawk though.  And as I recall it was only one employee/check so it was pretty easy to watch for problems.

If you have anyone going across taxable wage limits and you already have payroll entered in the future quarter, you could have issues.

Definitely not in legacy payroll.

------------------------------
Thomas Rogers (TomTarget)
Target System Technology, Inc.
Spokane Valley WA

You also need to close payroll before the first payroll of the new year  to make sure that vacation and sick accruals carryover properly.

------------------------------
Thomas Rogers (TomTarget)
Target System Technology, Inc.
Spokane Valley WA
------------------------------

Original Message:
Sent: 08-13-2020 14:16
From: Beth Bowers
Subject: Can I Open A Closed Payroll Quarter

@alan niergarth - except you need Year End in Payroll because of YTD Direct Deposit.​

------------------------------
Beth Bowers
Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
Beth Bowers
269-445-1625
------------------------------


Original Message:
Sent: 08-13-2020 14:06
From: alan niergarth
Subject: Can I Open A Closed Payroll Quarter

Not really any different than how Sage 100 handles AP or AR is it?  The only module that now truly closes is GL.

------------------------------
alan niergarth
Velosio LLC


Original Message:
Sent: 08-12-2020 16:50
From: Thomas Rogers
Subject: Can I Open A Closed Payroll Quarter

You can post to a prior closed quarter????  I really hope tech support misunderstood the question.  Otherwise that's really scary.

I do know that there is a security right that theoretically lets you REVERSE a check from a prior quarter, but I generally don't recommend it except in extreme situations and then only with an abundance of caution.   I tend to turn it off for my clients.

------------------------------
Thomas Rogers (TomTarget)
Target System Technology, Inc.
Spokane Valley WA


Original Message:
Sent: 08-11-2020 14:14
From: Doug Higgs
Subject: Can I Open A Closed Payroll Quarter

Thanks @Thomas Rogers  I called Sage tech support this morning.  They said there is no need to open the prior quarter.  If the check date of the payroll run is in the prior quarter there will be a warning displayed, but nothing prevents posting to a prior closed quarter.  That is fascinating!  What's the purpose of closing a quarter?
​

------------------------------
Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Assistant to the Traveling Secretary


Original Message:
Sent: 08-11-2020 14:03
From: Thomas Rogers
Subject: Can I Open A Closed Payroll Quarter

I don't know that this is the official line,  but I did this with a client and it seemed to work.   Watched it l like a hawk though.  And as I recall it was only one employee/check so it was pretty easy to watch for problems.

If you have anyone going across taxable wage limits and you already have payroll entered in the future quarter, you could have issues.

Definitely not in legacy payroll.

------------------------------
Thomas Rogers (TomTarget)
Target System Technology, Inc.
Spokane Valley WA

The take away - different from legacy payroll.  Close the year after your last Payroll anytime before your first payroll of the new year, but you can still create all the needed reports from the live company.  No need to make the copy-company for generating government reports. And during the year you do not have to be as rigid about closing the period since you can process pay in the next quarter without messing up values in the current quarter. That is still a win in my book.

------------------------------
alan niergarth
Velosio LLC
------------------------------

Original Message:
Sent: 08-13-2020 17:14
From: Thomas Rogers
Subject: Can I Open A Closed Payroll Quarter

You also need to close payroll before the first payroll of the new year  to make sure that vacation and sick accruals carryover properly.

------------------------------
Thomas Rogers (TomTarget)
Target System Technology, Inc.
Spokane Valley WA
------------------------------


Original Message:
Sent: 08-13-2020 14:16
From: Beth Bowers
Subject: Can I Open A Closed Payroll Quarter

@alan niergarth - except you need Year End in Payroll because of YTD Direct Deposit.​

------------------------------
Beth Bowers
Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
Beth Bowers
269-445-1625


Original Message:
Sent: 08-13-2020 14:06
From: alan niergarth
Subject: Can I Open A Closed Payroll Quarter

Not really any different than how Sage 100 handles AP or AR is it?  The only module that now truly closes is GL.

------------------------------
alan niergarth
Velosio LLC


Original Message:
Sent: 08-12-2020 16:50
From: Thomas Rogers
Subject: Can I Open A Closed Payroll Quarter

You can post to a prior closed quarter????  I really hope tech support misunderstood the question.  Otherwise that's really scary.

I do know that there is a security right that theoretically lets you REVERSE a check from a prior quarter, but I generally don't recommend it except in extreme situations and then only with an abundance of caution.   I tend to turn it off for my clients.

------------------------------
Thomas Rogers (TomTarget)
Target System Technology, Inc.
Spokane Valley WA


Original Message:
Sent: 08-11-2020 14:14
From: Doug Higgs
Subject: Can I Open A Closed Payroll Quarter

Thanks @Thomas Rogers  I called Sage tech support this morning.  They said there is no need to open the prior quarter.  If the check date of the payroll run is in the prior quarter there will be a warning displayed, but nothing prevents posting to a prior closed quarter.  That is fascinating!  What's the purpose of closing a quarter?
​

------------------------------
Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Assistant to the Traveling Secretary


Original Message:
Sent: 08-11-2020 14:03
From: Thomas Rogers
Subject: Can I Open A Closed Payroll Quarter

I don't know that this is the official line,  but I did this with a client and it seemed to work.   Watched it l like a hawk though.  And as I recall it was only one employee/check so it was pretty easy to watch for problems.

If you have anyone going across taxable wage limits and you already have payroll entered in the future quarter, you could have issues.

Definitely not in legacy payroll.

------------------------------
Thomas Rogers (TomTarget)
Target System Technology, Inc.
Spokane Valley WA