GP Payroll and HR Solutions

GP Payroll and HR Solutions2017-10-16T12:57:22-05:00

GP Payroll & HR Solutions
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Why is Dynamics GP not withholding taxes from deduction reimbursements?2018-11-21T14:42:09-05:00

KB06-004

Question:
Why is Dynamics GP not withholding taxes from deduction reimbursements when they are paid out without other regular employee wages?

Answer:
When reimbursing business expenses (or Business Expense pay type transactions *NOT* marked as “Gross Wages”), Dynamics GP will not withhold “estimated” taxes from the reimbursement. For the sake of this statement, “estimated” taxes are Federal, State & Local taxes. Social Security & Medicare are “exact” amounts (there is no tax return on these at the end of the year like Federal withholdings). Dynamics GP will withhold SS/Med taxes from Business Expense reimbursements.

This is by design within the GP payroll module. *IF* the reimbursement is paid with other non-Business Expense wages, Dynamics GP will withhold the taxes on the reimbursed amount from those wages up to an amount that results in a net check equal to the reimbursement amount minus SS/Med taxes. It’s important to note that there are slight differences in how this is handled in different versions of Dynamics GP. There were several “fixes” that occurred in this area from Dynamics GP 2010 through Dynamics GP 2016.

As it applies to the Integrity Data negative deductions product: Because we utilize the Business Expense pay code functionality to reimburse the over withheld deduction amounts, the employee will make up for any tax differences when they file their federal & state tax returns. Federal & state taxable wages will be properly reported on the W-2. If you want to ensure that the taxes are withheld on the reimbursed deduction amounts, you will want to include the reimbursements with regular wages paid to the employee.

Questions / Resources

If you have questions or comments please email Support@integrity-data.com.

If you would like to search for information and resources for Integrity Data products check out the following sites:

Last Review: 11/21/2018 – Revision: 0.0

Applies To:  Negative Deductions Enhancement – GP

Categories:  Negative Deductions

Keywords: NDE

 

Employee E-Mail Suite Errors When Emailing an Earnings Statement and/or a W-22017-12-13T16:59:30-05:00

KB02-030

There has been an issue where Employee E-Mail Suite users are getting two errors for each employee to whom the user is attempting to email an earnings statement or W-2.

The two error messages are:

This issue was caused by the Fall Windows Creator Update patch (Windows 10 Build 1709). This patch appears to have corrupted the Adobe PDF print driver. The fix involves deleting and recreating this printer on the affected machine. Attached is a document that will step the user through this process. Users can verify their current version by going to Start > Run > Type “winver.exe” and Select OK. A window will open similar to the following:

If the user is on Version 1709 or later, this fix may apply.

This document will step you through the process.

 

Questions / Resources

If you have questions or comments please email Support@integrity-data.com.

If you would like to search for information and resources for Integrity Data products check out the following sites:

  • Knowledge Base: http://www.integrity-data.com/knowledge-base/
  • Videos: http://www.integrity-data.com/video-library/

Last Review: 12/13/2017 – Revision: 1.0

Applies To:
Microsoft Dynamics GP 2015 R2
Microsoft Dynamics GP 2013 R2

Integrity Data Product Activation for Dynamics GP Add-ons2017-09-15T10:05:50-05:00

KB00-011

The Activation Engine is installed by default when a product is installed.

Integrity Data products activate automatically after the product is installed and you log into Dynamics Great Plains as ‘sa’ for the first time. The Activation engine reaches out over the internet to the Integrity Data Activation Server in the Microsoft Azure Cloud and returns with the keys to activate the product. Once successful this will not happen again until another product is installed or a product is upgraded.

In rare cases the access to the activation server is blocked by a firewall or security software. This can happen when installing on a file server with no access to the internet. This will correct when a workstation with internet access is installed and successfully activates and stores the keys in the Dynamics database. Once activation successfully takes place for one computer the product(s) are activated and activation does not do any further communication to the activation server because it sees in the database that the activation is complete.

To access the Activation Manager log into Dynamics Great Plains as ‘sa’ and navigate to Tools > Setup > System > Activation Manager and select a product in the drop down list.

 

Site Name shows the site name from Dynamics Great Plains.

Account Number shows the Microsoft Account Number from Dynamics Great Plains.

Installed Version shows the build/version of the Integrity Data installed product.

Expiration Date shows the date that the product license expires.

Activation Status shows Trial or Permanent. (For a product you have purchased it should show Permanent).

Current Employees shows the count of active employees for all companies and should match the number shown on the Help About Microsoft Dynamics screen.

Employees Allowed is the number allowed by your license tier.

The scrolling region contains a list of all companies and allows you to select the status of Active by checking the box. Unchecking the box does not remove them from the Active employee count for licensing. If Active is not checked for a company the product is disabled for that company.

Manual Activation this button opens a window to enter a manual key supplied by Integrity Data and should only be used when directed by Integrity Data.

Auto Activation this button is used to initiate auto activation to reach out to the activation server. If it is unsuccessful, an error will show in the Activation Messages at the bottom and an image of the form should be sent to support@integrity-data.com for resolution. In most cases this is information on a new customer and needs correction on the activation server. For a few a manual key is needed because the computer cannot access the activation server.

 

Questions / Resources

If you have questions or comments please email Support@integrity-data.com.

If you would like to search for information and resources for Integrity Data products check out the following sites:

Last Review: 9/15/2017 – Revision: 1.0

Applies To: Microsoft Dynamics GP Products 

Employees Allowed has been exceeded for Comprehensive Leave Manager2017-10-06T15:44:34-05:00

KB01-031

Q: How does Comprehensive Leave Manager get the count of active employees?
A: Comprehensive Leave Manager adds up the employees from all Dynamics GP companies except for test and historical companies.

Q: What causes Comprehensive Leave Manager to have higher than expected employee counts?
A:  1. This is typically caused by having a “test” or “historical” company improperly named -OR-
      2. You have actually exceeded the licensed Employee Count

Q: How do I fix improperly named test and historical companies?
A: Rename Test and Historical company databases, ensuring that the end of the Company Name is appended with one of the following: “<TEST>” or “<HISTORICAL>”. See examples below:

  • Dextordinary, Inc. <TEST>
  • Dextordinary, Inc. <HISTORICAL>

Note: To access and modify the Company Name open the Company Setup window via Microsoft Dynamics GP > Tools > Setup > Company > Company when logged into the Test or Historical Company that needs modified.

Q: How do I fix the exceeded the licensed Employee Count?
A: Contact sales@integrity-data.com for an upgrade to the next licensed Tier or call p: 888.786.6162 | 217.732.3737

Questions / Resources

If you have questions or comments please email Support@integrity-data.com.

If you would like to search for information and resources for Integrity Data products check out the following sites:

Last Review: 7/14/17 – Revision: 1.0

Applies To:
Microsoft Dynamics GP

How to edit the Microsoft Dynamics GP pay stub to include Comprehensive Leave Manager Leave Code and the available balance.2017-01-08T13:23:23-05:00

KB01-030

This is one of three options to display Comprehensive Leave Manager leave time on the check stub. To review all options or to review options for Mekorma check stub click here.

Note: Using this option, you do not setup the pay stub information from the Leave Setup window. To use the options available on the Leave Code Pay Stub setup window click here.

Complete the following steps to add the leave code and available balance to the Employee Check and Earnings Statement:

1. Open Report Writer.
Microsoft Dynamics GP > Tools > Customize > Report Writer

2. Select Microsoft Dynamics GP for the Product and then click on the Reports button.

3. Within the Original Reports section, select the Employee Check or Earnings Statement and then click Insert to move the report to the Modified Reports section. If the report is already in the Modified Reports section, continue to step 4.

4. Select the inserted report, click the Open button and then click the Layout button.

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5. Within the Toolbox window, select Payroll Check Description from the drop down list.

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6. Select Time Code Description Array and drag it into the visible area of the check.

7. Select additional Time Code Description Array fields based on the number of leave codes to print on the check. Ensure to increment the Array Index for each subsequent Time Code Description Array field added to the check.

8. Within the Toolbox window, select Payroll Work Check from the drop down list.

9. Select Time Available Array and drag it into the visible area of the check.

10. Select addition Time Available Array fields based on the number of leave codes to print on the check. Ensure to increment the Array Index for each subsequent Time Available Array field added to the check.

11. Close and Save the Modified Report.

12. Log into Microsoft Dynamics GP and set Security to the new Modified Form.

Questions / Resources

If you have questions or comments please email Support@integrity-data.com.

If you would like to search for information and resources for Integrity Data products check out the following sites:

  • Knowledge Base: http://www.integrity-data.com/hrp/knowledge-base/
  • Videos: http://www.integrity-data.com/hrp/videos/

Last Review: 5/3/2016 – Revision: 1.0

Applies To:
Microsoft Dynamics GP 2016 RTM
Microsoft Dynamics GP 2015 R2
Microsoft Dynamics GP 2013 R2

How to edit the Microsoft Dynamics GP pay stub to include Comprehensive Leave Manager Leave Code and a variety of leave balance information instructions.2018-11-05T14:26:22-05:00

KB01-029

This is one of three options to display Comprehensive Leave Manager leave time on the check stub.  To review all options or to review options for Mekorma check stub click here.

This option is unsupported using the E-Mail Earnings Statements product. See the other two options if you are using E-Mail Earnings Statements and Comprehensive Leave Manager. 

This option uses the Pay Stub Settings from the Comprehensive Leave Manager Pay Stub Settings window. In this window, you can select which fields to calculate. We recommend only selecting the fields you wish to display on the check to calculate. This will calculate the amounts in array fields in the APR_PTO_WORK_Check table during the print checks process.

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Calculate Amount – Select if you want to start calculating the amount for the Column selected.

Maximum Hours To Display – if an amount is entered in this field the check would never display an amount over this maximum even if the employee had more time than this maximum.

Earned – This is the amount earned this pay period.

Earned YTD – This is the year to date amount earned. This amount can be based on Accrual year (Hire Date, Adjusted Hire Date or Other Date), Waiting Period, Other or Carryover date. See YTD Value Based On for further information on each YTD option.

Taken – This is the amount taken this pay period.

Taken YTD – This is the year to date amount taken. This amount can be based on Accrual year (Hire Date, Adjusted Hire Date or Other Date), Waiting Period, Other or Carryover date. See YTD Value Based On for further information on each YTD option.

Adjusted – This is the amount adjusted this pay period. Typically, this would be maximum balance adjustments.

Adjusted YTD – This is the year to date amount adjusted. This amount can be based on Accrual year (Hire Date, Adjusted Hire Date or Other Date), Waiting Period, Other or Carryover date. See YTD Value Based On for further information on each YTD option.

Pending – This is the amount accrued as pending this pay period.

Pending YTD – This is the year to date amount pending. This amount can be based on Accrual year (Hire Date, Adjusted Hire Date or Other Date), Waiting Period, Other or Carryover date. See YTD Value Based On for further information on each YTD option.

Available – This is the amount currently available this pay period. It does include the earned, taken and adjusted this pay period.

YTD Value Based On – If a YTD field is selected the system will calculate the Year To Date amount based on the YTD Value Based On selected. If you use YTD be cautious in the date and adjustment entry used for any manual adjustment entries.

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Calendar Year – The system uses the Calendar Year to determine the year. It then calculates for transactions based on the created date in the Employee Leave Transactions window.

Accrual Year – The system uses the Leave Code Accrual Based on Date on the Employee Leave Maintenance window to determine the year. It then calculates for transactions based on the created date in the Employee Leave Transactions window.

Carry Over Year – The system uses the Carry Over Year Date on the Employee Leave Maintenance window to determine the year. It then calculates for transactions based on the created date in the Employee Leave Transactions window.

Other Date– The system enables you to specify a Day/Month and the current system date year to determine the year. It then calculates for transactions based on the created date in the Employee Leave Transactions window.

Waiting Period– The system uses the Waiting Period Date on the Employee Leave Maintenance window to determine the year. It then calculates for transactions based on the created date in the Employee Leave Transactions window.

Copy to all leave codes – Select this button to copy the Pay Stub Settings to all leave codes. If you do not copy to all leave codes, you will need to set up the options for each leave code.

After you have setup, the Pay Stub Settings select ok then save the Leave Code Setup record.

Report Writer Instructions

Now that we have identified the items to calculate, we will login to Report Writer to add the fields to the check. If you are not familiar with Report Writer here is a Microsoft user guide for Report Writer: http://dyndeveloper.com/files/GP10/reportwriter/reportwriter.pdf 

1. Open Report Writer.
Microsoft Dynamics GP > Tools > Customize > Report Writer

2. Select Comprehensive Leave Manager for the Product and then click on the Reports.  You can use the standard Microsoft Dynamics GP report in Comprehensive Leave Manager. Any modifications to the Microsoft Dynamics GP report will need to be completed again on this report. Typically, this is masking the SSN or Bank Account number. 

Comprehensive Leave Manager standard report instructions

The user may select the standard Microsoft Dynamics GP form to insert and modify by completing the steps below.

  1. Within the Original Reports section, select the Employee Check and click the Insert button to move the report to the Modified Reports section.
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  2. Select the inserted report, click the Open button 
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  3. Select the Layout button
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The Direct Deposit Statement comes with three Leave Code Balance fields on the Statement. If you are using the Pay Stub Settings, you will need to remove these options by selecting Leave Code Balance 1, 2 and 3 and selecting delete.

The check does not have information for Comprehensive Leave Manager on it by default. You can add text fields for headings and complete the steps below to add the Leave Work Check information.

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Depending on what you add to the check, you may need to edit the heading or create more headings.
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4. Within the Toolbox window, select the Leave Work Check from the drop down list. If you do not have this option send an email to support@integrity-data.com asking for assistance adding the Leave Work Check and Leave Work Check LTD tables.
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5. Select Leave Code options to display on the check and drag it into the visible area of the check. To see the full name of the field set your mouse over the field.
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6. After adding the field to the visible area of the check, you will be prompted to enter the Array Index. Start with Array 1 for each item. For example, if we want to display leave code, earned, earned YTD, pending, Pending YTD and Available balance, we would add each item with array 1. Then, to add a second leave code we would add each item with array 2 etc.

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Note: the fields do not need to be this long;
the example shows the full length to display the array number.

7. Complete steps 5 and 6 for each item to display on the pay stub.
8. The system also has Life to Date calculations you can add to the check. These will always calculate.
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9. Format the pay stub and add/remove heading and text fields as needed.
10. Save and Close the Modified Report.
11. Log into Microsoft Dynamics GP and set Security to the new Comprehensive Leave Manager Modified Form.

Questions / Resources

If you have questions or comments please email Support@integrity-data.com.

If you would like to search for information and resources for Integrity Data products check out the following sites:

  • Knowledge Base: http://www.integrity-data.com/hrp/knowledge-base/
  • Videos: http://www.integrity-data.com/hrp/videos/

Last Review: 5/3/2016 – Revision: 1.0

Applies To:

Microsoft Dynamics GP 2016 RTM
Microsoft Dynamics GP 2015 R2
Microsoft Dynamics GP 2013 R2

How to edit the Microsoft Dynamics GP pay stub to include Comprehensive Leave Manager Leave Code, per pay period earned, per pay period taken and current available balance Instructions.2017-03-21T09:51:50-05:00

KB01-028

This is one of three options to display Comprehensive Leave Manager leave time on the check stub. To review all options or to review options for Mekorma check stub click here.

Complete the following steps to add the leave code, per pay period earned, per pay period taken and available balance to the Employee Check and Earnings Statement.

Note: Using this option, you do not setup the pay stub information from the Leave Setup window. To use the options available on the Leave Code Pay Stub setup window click here.

1. Open Report Writer.
Microsoft Dynamics GP > Tools > Customize > Report Writer

2. Select Comprehensive Leave Manager for the Product and then click on the Reports button.  You can use the standard Microsoft Dynamics GP report in Comprehensive Leave Manager. Any modifications to the Microsoft Dynamics GP report will need to be completed again on this report. Typically, this is masking the SSN or Bank Account number. To proceed with this option complete Using Comprehensive Leave Manager standard report instructions below.

 

Using Comprehensive Leave Manager standard report instructions

The user may select the standard Microsoft Dynamics GP form to insert and modify by completing the steps below.

  1. Within the Original Reports section, select the Employee Check and click the Insert button to move the report to the Modified Reports section.
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  2. Select the inserted report, click the Open button
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  3. Select the Layout button