......
......
ALL PRODUCTS
Boost Employee Morale
You might not be able to offer promotions or bonuses this year, but that is no reason to let worker confidence and morale slip.
Authorized Training Center
Do your folks need a refresher course on your software? Do you have new members of your team who could benefit from training?
Perryman Software
Would you like to extend the abilities of your current software? Leverage Perryman Easy Solutions to make the most out of the software you are using.
SAGE ABRA
Limiting the Employees that Appear on Sage Abra Payroll Reports
This article describes how to limit your reports to only showing employees who have had Earnings, Deductions, or Taxes in the current year or current quarter.
Deleting Payroll Records in Sage Abra Payroll
When Deleting Payroll records in Sage Abra, you have six options.
SAGE MAS500
How to link a purchase product line to a primary vendor in Sage MAS 500
Purchase product lines are used to group inventory items to accurately calculate order cycles...
Using the Reconciliation Report in Physical Inventory for Sage MAS 500
Use the Reconciliation Report to continue posting transactions while a physical count is in process.
SAGE PFW
Sage PFW Upgrade Ladder
See all of the benefits of upgrading your Sage PFW software.
You might not be able to offer promotions or bonuses this year, but that is no reason to let worker confidence and morale slip. Recognize the efforts of your employees in creative, low-cost ways. Try a social after hours, recognition awards, or simple gestures of appreciation such as taking a hard-working employee for lunch. Even if your company is not giving bonuses this year, make sure to conduct performance evaluations on time, the same way you have conducted them in the past. And continue to set future objectives for each employee. Visit www.performancepam.com to learn more about how PAM Web can make this process easy and effective.
Would you like to extend the abilities of your current software? Leverage Perryman Easy Solutions to make the most out of the software you are using. Have a need that you don't see addressed here? Let us know, and we'll make it happen!
All Products
Performance Appraisal Management
Ps Report Scheduler
Ps Library
Sage Abra
Performance Appraisal Management
Ps DocuLexLink
Ps Report Scheduler
Ps 401k
Ps Positive Pay
Sage PFW
Ps AP Check
Ps Report Scheduler
Ps Positive Pay
Ps Requisitions
Ps Rental Sales
Ps Service & Repair
Ps Enhanced Sales Order
Do your folks need a refresher course on your software? Do you have new members of your team who could benefit from training? The Perryman Authorized Training Center can meet all of your training needs. The links below will bring you to scheduled classes in our training center in Deland, FL.
Limiting the Employees that Appear on Sage Abra Payroll Reports
When running a pre-close report, the report will show all employees, including ones that haven't even been paid in the prior year. The following is how to limit your reports to only showing employees who have had Earnings, Deductions, or Taxes in the current year or current quarter. Please note that these reports are run after a Trial Quarter Close has been run but before a Final Quarter Close.
To run the Pre-close reports to only show employees with Earnings, Deductions, or Taxes in the quarter, use the following Custom Criteria expressions:
Pre-Close Employee Deductions = Vdr.qtdamountp>0.00
Pre-Close Employee Earnings = Err.qtdamountp>0.00
Pre-Close Employee Taxes = Txe.qtdwagesp>0.00
To run the Pre-Close reports to only show employees with Earnings, Deductions, or Taxes in the current year, use the following Custom Criteria expressions:
Pre-Close Employee Deductions = Vdr.ytdamountp>0.00
Pre-Close Employee Earnings = Err.ytdamountp>0.00
Pre-Close Employee Taxes = Txe.ytdwagesp>0.00
Note: The YTD P fields are only populated if the employee was paid in the quarter. They will be populated for everyone in the 4th quarter Trial quarter close.
Deleting Payroll Records in Sage Abra Payroll
When Deleting Payroll records in Sage Abra, you have six options: Earnings and Labor History, Cleared and Voided checks, Tax liabilities and Tax Deposits, General Ledger Postings, Current Period Time Sheets, and Direct Deposit History. These options can only be deleted one employer at a time.
- From the Menu, select Payroll > Processes > Payroll/Delete Payroll Records. The Delete Payroll Record Options dialog box opens.
- From here, you may select one Delete Option at a time. For each option you select, you must select an employer and provide a date, which depends on the option you choose. For example, if you choose Cleared and Voided Checks, you provide a check date. If you choose Direct Deposit History, you provide a deposit date.
- Sage Abra Payroll compares the delete option’s date with a date in the file that specifies when the transaction took place. When the dates are the same or earlier, Abra Payroll deletes the records.
- Once you have chosen the appropriate Delete option, select an employer and enter a date, click “OK.”
- Sage Abra Payroll will now ask if you would like to back up your information. You should always perform a backup before you delete records so you can restore the data if something goes wrong. Click “Yes” to proceed with the backup.
- After the backup is complete, Sage Abra Payroll asks if you are sure you want to delete the data. If you do not want to delete at this time, click “No” to end the process and return to the Delete Payroll Record Options dialog box. Otherwise, click “Yes” to delete the records for the option you selected. When deletion is complete, the system provides a count of the records that were deleted. Click “OK” to end the process.
Delete Payroll Records Options:
Earnings and Labor History
This option will delete records from the PRJOBCST.DBF database. Sage Abra will delete all postings up to and including the date specified. This will affect labor distribution reporting and costing, and retroactive pay calculations. Sage Abra will not allow current year earnings to be deleted.
Note: When you choose to delete Earnings and Labor History, the history you delete affects the labor distribution reporting and costing, and retroactive pay calculations. The life cycle of your employer’s projects and the time span needed for retroactive pay calculations should determine when and how often you need to delete the earnings and labor history.
Cleared and Voided Checks
When choosing this option, Sage Abra deletes records in the PRCKHIST.DBF, PRDEHIST.DBF, and PRHPOST.DBF databases. Sage Abra will delete all checks marked "cleared" and "voided" for the date up to and including the date specified.
Checks must be reconciled before they can be deleted. To reconcile checks, select Payroll > Processes > Reconcile Checks.
Tax Liabilities and Tax Deposits
This will delete records in the PRTAXLB.DBF and PRTAXDP.DBF databases. Sage Abra will delete all tax liabilities on file up to and including the date specified. It also removes tax deposit records on file that have a quarter-end date on or prior to the effective quarter-end date provided. Sage Abra will not allow current year records to be deleted.
Note: Deleting tax liabilities and tax deposits affects your ability to produce accurate Form 941s and 943s. Therefore, Abra Payroll will not allow you to delete tax liabilities from the current calendar year.
General Ledger Postings
This option deletes all records in the PRGLPOST.DBF database. Sage Abra will delete all General Ledger postings up to and including the date specified.
Current Period Time Sheets
This will delete all time sheets from the PRPOST.DBF database. Sage Abra will delete all time sheets up to and including the date specified.
Direct Deposit History
This will delete records in the PRHDIRCT.DBF and PRCKHIST.DBF databases. Sage Abra will delete all direct deposit history records up to and including the date (deposit date) specified.
How to link a purchase product line to a primary vendor in Sage MAS 500
Purchase product lines are used to group inventory items to accurately calculate order cycles. When an item approaches its reorder point, the other items in the purchase product line can be reviewed to create an efficient purchase from a vendor.
If the Inventory Replenishment module is activated, update the Primary Vendor field in:
- Expand Inventory Management , Maintenance, and Replenishment.
- Double-click Set Up Warehouse Replenishment.
If the Inventory Replenishment module is not activated, update the Primary Vendor field in:
- Expand Inventory Management and Maintenance.
Double-click Maintain Inventory.
Using the Reconciliation Report in Physical Inventory for Sage MAS 500
Use the Reconciliation Report to continue posting transactions while a physical count is in process. The report facilitates the reconciliation of quantity on-hand with count quantity; it lists all transactions affecting inventory balances since the item quantities were frozen.
Posted and pending transactions are included in the reconciliation report. The report excludes adjustment transactions for the current physical inventory batch. Posted transactions are included if they have a post date greater than the freeze date of the current physical inventory batch. Pending transactions are included in the report if they are entered after the freeze date of the current physical inventory batch.
See all of the benefits of upgrading your Sage PFW software.