Custom Payroll Check Printing PR-1010

Transcription

1 Custom Payroll Check Printing PR-1010 Overview This Extended Solution to the Payroll module adds form fields to Payroll Check Printing. Virtually all the tax-related form fields that normally print only as line fields are available as individual form fields. Six earnings code groups and six deduction code groups can be printed as form fields, where a group is up to two earnings/deduction codes combined. An option is available to print only active earnings/deduction codes on the check stub. Additionally, fields relating to an employee s tax status can be printed on the check form. The Labor Code, Labor Code Description, Employee Sort Field, Hire Date fields, Home Department Number and Department Description have been added to the check form. The Employee Sort Field, Home Department Number and Department Description have also been added to the Direct Deposit Stub Form. Installation Before installing this Extended Solution, please verify that the version level(s) printed on the CD label are the same as the version level(s) of the MAS 90 MAS 200 module(s) you are using. For further information, please see the Upgrades and Compatibility section below. Check your Shipping Manifest for a complete list of Extended Solutions shipped. For detailed installation instructions, please refer to the Sage website at: Installing Your Extended Solutions under Windows From a CD If you have the autorun function turned on for your PC, the installation program will start up automatically. If not, find the autorun.exe file on your CD-ROM drive and double-click it to start the installation program. Follow the on-screen instructions. From the Sage FTP site When your Extended Solution is ready to be downloaded, you will receive an from extendedsolutions.na@sage.com telling you that it is ready. The will contain the Customer Name, Cross Reference, a case-sensitive Password, a link via which you can download your Extended Solution, instructions and a Shipping Manifest. If you have any problems with this order, please extendedsolutions.na@sage.com and we will assist you during normal business hours. Extended Solutions Control Center Installing any Extended Solution will add an Extended Solutions Control Center to the MAS 90 MAS 200 Library Master Utilities menu. When you open the Control Center, the following options will be available: 2005 Sage Software, Inc. All rights reserved. PR-1010 (Revised 08/05) Page 1

2 Extended Solutions Manuals Remove Extended Solutions Unlock Extended Solutions Merge Installation Files Extended Solutions Setup options Setup Once the disk is installed, you will need to access the Payroll Setup menu option screen. After the option screens have been displayed, a Setup screen for this Extended Solution will appear. Check the Enable Extended Solution box to activate this Extended Solution (Figure 1). The manual for this Extended Solution, if it has been installed, can be viewed by clicking the Manual button next to the Enable Extended Solution check box. It can also be viewed via the Extended Solutions Control Center (see Installation, above). Figure 1 You can then set up the earnings (Figure 1) and deduction (Figure 1a) groups. Each group can consist of one or two earnings/deduction codes. Note that deduction codes cannot be Employer Contribution deduction codes Sage Software, Inc. All rights reserved. PR-1010 (Revised 08/05) Page 2

3 Figure 1a You should visit this Setup screen after each upgrade or reinstallation of this Extended Solution. Operation Various form fields have been added to Payroll Check Printing: Virtually all the tax-related form fields that normally print only as line fields are available as individual form fields. Six earnings code groups and six deduction code groups can be printed. A form field group consists of up to two earnings/deduction codes combined. Deduction code of type Employer Contribution cannot be part of a deduction group. The Current Pay Period and year-to-date dollars and hours associated with Earnings Codes referencing Pay Type R and Pay Type O can also be printed. The fields Filing Status Code, Filing Status Description, Number of Dependant Exemptions, Number of Personal Exemptions, Override Amount and Calculation Override s Code Description for Federal, Primary State and Primary Local are available for printing. Also available are the Labor Code, Labor Code Description, Sort Field and Hire Date fields from the Employee Masterfile Sage Software, Inc. All rights reserved. PR-1010 (Revised 08/05) Page 3

4 Please see the Forms section and related Figures in this manual for a complete list of the fields available. Figure 5 is an example of a printed check showing a few fields from this Extended Solution. All form fields that are YTD fields include the wages (or hours) from the current check. If you elect to print only earning/deduction codes active in the current pay cycle, the YTD amounts cannot add down due to the exclusion of non-active codes. The Employee Sort Field, Home Department and Home Department Description have been added to Direct Deposit Stub Printing and Check Printing. Forms Non-Graphical Forms You can maintain the new FORM fields for this Extended Solution by clicking the Form button. A window will be presented that allows you to select the FORM that you want to maintain (Figure 2). Figure Sage Software, Inc. All rights reserved. PR-1010 (Revised 08/05) Page 4

5 Select this Extended Solution to display the FORM maintenance screen for the new fields (Figure 3 Payroll Check Form, Figure 3a Direct Deposit Stub Form). On the first screen of Payroll Check Form maintenance, click the Options button and the following prompt appears (Figure 4): PRINT ONLY ACTIVE EARNING/DEDUCTION CODES: Check this box to print only active earning/deduction codes on the check stub. An active earning/deduction code is one with non-zero amount and/or hour fields for the current pay cycle. The new fields that you activate with this Extended Solution will print in addition to any other fields that have been activated in FORM maintenance. Graphical Forms No changes have been made to the Crystal Reports Work Table files. If you have elected to use graphical forms in the modules Setup, the features of this Extended Solution that affect form printing will not be available. RUN DATE: 03/09/94 Erikson Electrical Co. PAGE: 1 SYS DATE: 02/28/93 CHECK PRINTING TIME: 01:31 PM FORM LAYOUT PRINTING LINE GROUP FORM PRINT LINES START NAME NUMBER LEN WID DESC COMP DESCRIPTION # LINES PER LINE PRZ_10 A Y N -----DATA DATA DESCRIPTION LN FIELD DESCRIPTOR PRINT? LINE TAB PRINT? DESCRIPTION LINE TAB MSC YTD FED WAGE SUBJ TO WITH N N 2 YTD FED HOURS WORKED Y Y FED HRS - YTD YTD FED WITHHOLDING N N 4 CHK FED WITHHOLDING N N 5 YTD EMPLOYEE FICA N N 6 CHK EMPLOYEE FICA N N 7 YTD EMPLOYEE MEDICARE N N 8 CHK EMPLOYEE MEDICARE N N 9 YTD ST/LOC WITHHOLDING N N 10 CHK ST/LOC WITHHOLDING N N 11 YTD SD/LOC SDI N N 12 CHK ST/LOC SDI N N 13 YTD ST/LOC OTHER TAXES N N 14 CHK ST/LOC OTHER TAXES N N 15 YTD EARNINGS GROUP 1 Y Y E GRP1-AMT/YTD CHK EARNINGS GROUP 1 Y N 17 YTD EARNINGS GROUP 2 N N 18 CHK EARNINGS GROUP 2 N N 19 YTD EARNINGS GROUP 3 N N 20 CHK EARNINGS GROUP 3 N N 21 YTD EARNINGS GROUP 4 N N Figure 2005 Sage Software, Inc. All rights reserved. PR-1010 (Revised 08/05) Page 5

6 Figure 3a Figure Sage Software, Inc. All rights reserved. PR-1010 (Revised 08/05) Page 6

7 ---EMPLOYEE--- SOCIAL SEC NO PAY RATE PERIOD END CHECK NO Johnson,E HW 02/28/ BANK CODE: B Payroll Checking - Security EARNINGS HOURS AMOUNT YTD DEDUCTION AMOUNT YTD REGULAR , Federal W/H Overtime FICA Doubletime MEDICARE SICK LEAVE CA State W/H CA State DI CA Emple SUI KNG Local W/H KNG Local DI KNG Other Loc GROSS EARNINGS: , TOTAL DEDUCT: NET EARNINGS: CHK REG-HRS/AMT E GRP1-AMT/Y , CHK OVR-HRS/AMT D GRP1-AMT/Y YTD REG-HRS/AMT , YTD OVR-HRS/AMT , FED HRS - YTD *SIX HUNDRED TWENTY FOUR DOLLARS AND 37 CENTS 02/28/93 *******624.37* Erwin F. Johnson Figure WA Upgrades and Compatibility The installation CD is labeled with the version of the MAS 90 MAS 200 module for which this Extended Solution was prepared. This Extended Solution will check its compatibility with the appropriate MAS 90 MAS 200 modules and will be disabled if an incompatibility is found. If you upgrade your MAS 90 MAS 200 modules, this Extended Solution must be upgraded as well. Your MAS 90 MAS 200 dealer can supply this upgrade. Documentation Only changes made to the standard operation of MAS 90 MAS 200 have been documented in this manual. Operations not documented in this manual are standard procedures of MAS 90 MAS 200 processing. Standard MAS 90 MAS 200 processes, data entry screens, inquiry screens, reports, updates, etc., have not been changed unless addressed in this document. Parts of this document may refer to the Specific Purpose Rule. When referenced, the described feature was developed for a specific client to its specifications and may not conform to generally accepted MAS 90 MAS 200 standards and procedures. These features may or may not benefit you in your application of MAS 90 MAS 200. Acknowledgments 2005 Sage Software, Inc. All rights reserved. Sage Software, MAS 90 and MAS 200 are registered trademarks or trademarks of Sage Software, Inc. All other trademarks are the property of their respective owners Sage Software, Inc. All rights reserved. PR-1010 (Revised 08/05) Page 7