Sage 100

 View Only

  • 1.  Client closed Payroll 3rd Quarter - 30 days too early.

    Posted 08-26-2021 14:28
    I have a client running SAGE 100 STD v2020 PU#1  with PR v2.21.0.0.  The payroll person finished the last payroll for August and then proceeded to perform Quarter End Processing. Oops there is thirty more days (September) in the third quarter. What are his options?

    !) Before he does anything else, go into Payroll > Setup >  Payroll Options and manually change the quarter back to the 3rd quarter. 

    2) Do nothing - in thirty days he will be in the correct quarter. It is my understanding that in Payroll v2.xx the quarterly reports use the check date and at the end of September he will be able to process correct quarterly 941 reports and Aatrix reports for the 3rd quarter. 

    Am I thinking correctly? All advice is welcomed.

    ------------------------------
    Michael McDonald - Consultant
    Michael T McDonald CPA
    616-813-8887 - mike@mcdcpa.com
    ------------------------------


  • 2.  RE: Client closed Payroll 3rd Quarter - 30 days too early.

    Posted 08-26-2021 15:22
    I like Option 2, but would copy over to a Test Company and process 1-2 payroll checks with September dates and try to run the 941's and other reports.
    If you go with Option 1, I would still copy and test.
    Option 3 - restore from backup prior to closing quarter (and sooner rather than later)
    N

    ------------------------------
    Nancy Hanson
    Blytheco LLC
    Eagan MN
    ------------------------------



  • 3.  RE: Client closed Payroll 3rd Quarter - 30 days too early.

    Posted 08-27-2021 13:08
    Thank You @Nancy Hanson for your common sense advice. I selected your #Option 3 - and restored from a Wednesday Night backup. The client lost only one day of productivity. It's a small business anyway.

    @Robert Wood   This thread can be moved out of Sage Urgent Support.  ​​​

    ------------------------------
    Michael McDonald - Consultant
    Michael T McDonald CPA
    616-813-8887 - mike@mcdcpa.com
    ------------------------------

    Original Message


Related Content