Sage 100

Is there an definitive "what you can and can't do in the new payroll 2.0"

Client is asking "Can I do all the payrolls for the rest of the year now, closing each quarter, and then later reopen the quarters, print all the reports, including aatrix reports?" Yes, she really did ask this. lol.

From what I have tested:
The quarter the payroll falls into is based on the period end date.
Reports (not sure how many) can be printed for any quarter - much like GL periods.
Aatrix reports can be re-run for prior periods.
Quarters can be re-opened, although not sure why that would be necessary, since quarters don't seem to behave like closed GL periods preventing posting.
Try to post too far into the future and you get a message cannot calculate taxes that far from current date. Not sure how far is too far.

Am I warm?

I am thinking maybe she can do many payrolls ahead of time, but not do period end, run the reports on time and if there are prior quarter changes file amendments like you would always have to do.

Other ideas?

------------------------------
Greg Stiles
S & W Microsystems
Torrance CA
310.787.1010
------------------------------

Yes, standard reports and Aatrix reports can be run for prior periods.  I'd think the payrolls should be run in the correct period.  If many pay runs will be processed, period end should be run at the appropriate time.  I'd have to test check corrections (reversals or modifications) for a prior quarter by rolling back the period to find if the reporting will be effected properly.

------------------------------
Michelle Taylor
ERP Consulting Manager, CS3 Technology
918-388-9772
------------------------------

------Original Message------

Is there an definitive "what you can and can't do in the new payroll 2.0"

Client is asking "Can I do all the payrolls for the rest of the year now, closing each quarter, and then later reopen the quarters, print all the reports, including aatrix reports?" Yes, she really did ask this. lol.

From what I have tested:
The quarter the payroll falls into is based on the period end date.
Reports (not sure how many) can be printed for any quarter - much like GL periods.
Aatrix reports can be re-run for prior periods.
Quarters can be re-opened, although not sure why that would be necessary, since quarters don't seem to behave like closed GL periods preventing posting.
Try to post too far into the future and you get a message cannot calculate taxes that far from current date. Not sure how far is too far.

Am I warm?

I am thinking maybe she can do many payrolls ahead of time, but not do period end, run the reports on time and if there are prior quarter changes file amendments like you would always have to do.

Other ideas?

------------------------------
Greg Stiles
S & W Microsystems
Torrance CA
310.787.1010
------------------------------

Thanks @Michelle Taylor & @Sue Bennett appreciate the calrifications.​​

------------------------------
Greg Stiles
S & W Microsystems
Torrance CA
310.787.1010
------------------------------

Original Message:
Sent: 03-20-2020 18:04
From: Sue Bennett
Subject: Payroll 2.0 capabilities re closing/opening periods and future payrolls

Greg – I don't know the answers to your other questions, but the Quarter that the payroll falls into should be based on Check Date, and not Period End Date.  For example, checks that are run on the 5^th of April, for the period end date of the March 31st, should fall into the second quarter of the year, not the first quarter – because the checks are dated April 5^th.

 

Sue Bennett | President

P. 503 620 3484 | F. 503 620 2765

12559 SW 69th Ave | Portland, OR  97223

sue@benpor.com   www.benpor.com
Bennett/Porter Blogs | facebook | twitter

 

 

 

 

Original Message------

Is there an definitive "what you can and can't do in the new payroll 2.0"

Client is asking "Can I do all the payrolls for the rest of the year now, closing each quarter, and then later reopen the quarters, print all the reports, including aatrix reports?" Yes, she really did ask this. lol.

From what I have tested:
The quarter the payroll falls into is based on the period end date.
Reports (not sure how many) can be printed for any quarter - much like GL periods.
Aatrix reports can be re-run for prior periods.
Quarters can be re-opened, although not sure why that would be necessary, since quarters don't seem to behave like closed GL periods preventing posting.
Try to post too far into the future and you get a message cannot calculate taxes that far from current date. Not sure how far is too far.

Am I warm?

I am thinking maybe she can do many payrolls ahead of time, but not do period end, run the reports on time and if there are prior quarter changes file amendments like you would always have to do.

Other ideas?

------------------------------
Greg Stiles
S & W Microsystems
Torrance CA
310.787.1010
------------------------------