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Viewing 13 posts - 1 through 13 (of 13 total)
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  • WMcQueen
    Participant

    Martin, I really don’t like the set up done for the APs that we set up with the Job Costing Column. Once inside the AP Account window, I’m very restricted and have to try different columns in order to post and view. Can’t view Open or Closed items, only ledger. I need to be able to enter either through the AP account or PI. If not possible for both, then I’ll go back to just the AP. How do I do this?

    Also finding that the Bank Reconciliation doesn’t allow me to go into the detail of a transaction – can only see this in Ledger.

    Can we set up a time to revert back to “no job costing analysis” and add a undefined column where I can include the job site and manipulate in Excel?

    Thanks Wendy


    WMcQueen
    Participant

    What am I doing that this changes to PI and causes the error?


    WMcQueen
    Participant

    After taking a breath from panic and frustration, I found that I am able to post directly through the PI and JC Journals, but cannot add new items in the AP Account as I still get the error.

    in reply to: Trial Balance #17831

    WMcQueen
    Participant

    duplicate entry, sorry
    trying to delete

    • This reply was modified 2 years, 7 months ago by  WMcQueen.
    in reply to: Trial Balance #17830

    WMcQueen
    Participant

    I did find some information under User Resourcs – Tips and Tricks.

    Worked great and got it figured out.

    Thanks,
    Wendy

    in reply to: Pay Period #s out of sequence #17741

    WMcQueen
    Participant

    Thanks for your help, Martin.

    Unfortunately, I did have to delete all the payroll processing from July 1st forward and start from scratch. Just used the payslips I had, processed, compared, and re-printed.

    Unprocessing and changing the payroll run sequence numbers, somehow messed up the YTD CPP, EI, and Tax numbers. I’m still out slightly on the Payroll Withholdings Report and T4 Summary, but I can manually adjust these numbers as I post and file the T4s through the CRA website.

    Lesson learnt… don’t force the change in the dates to the run #. Check out why before proceeding 🙂

    in reply to: Payroll full list #17568

    WMcQueen
    Participant

    Thomas,

    Thank you, solved both my queries – how to get into the screen for setup all paycodes and to resolved my out of balance issue (it was in the payroll).

    I was able to verify that all payroll codes were set up equally. Only concern that I have is that when I “copy an existing employee’s” records to a new employe, the codes are not copied over, ie total tos; whether or not pay codes are subject to EI/CPP/Tax, etc. even the WCB codes weren’t copied. I was under the impression that these are copied from one employee to another and I had to then only change the amounts.

    Being able to get into the expand accounts > payroll > canada Then in the top blue panel select accounts “setup – all paycodes made it easy to verify that the set ups are correct. Next payday will tell me if the Medical Benefits is now working without doubling up on EI/CPP amounts.

    Thanks again 🙂

    in reply to: Help Manual Missing #14507

    WMcQueen
    Participant

    remove, had to re-install latest version

    in reply to: ROE Reporting #14501

    WMcQueen
    Participant

    Thanks for your response, Martin. I am up to date on my versions at 2.27.1.

    Great tip on getting the earnings beyond what the ROE is producing.

    Question remains why the ROE is not posting as it should be in order to complete the ROE on the website?

    Thanks, Wendy

    in reply to: T4s #14487

    WMcQueen
    Participant

    Pictures are worth a 1000 words! I needed to be on the T4 List, first.

    Thanks, much better and now able to view.

    Have a great week, Thomas
    Wendy

    in reply to: T4s #14485

    WMcQueen
    Participant

    Sorry, under main menu there is no View > INSTALL

    I have
    > Menu Bar
    > Window Tabs
    > Sorted by
    > Row Stripes
    > Additional Info Columns

    I have tried having various windows open, such as Payroll

    in reply to: T4s #14484

    WMcQueen
    Participant

    Thank you

    in reply to: Database Utilities in Version 2.27 #14475

    WMcQueen
    Participant

    Thank you :)

Viewing 13 posts - 1 through 13 (of 13 total)