Job Prices Maintenance

2020-03-12T12:14:47Z

Mbradley: /* Using the Program */

:Accounts Receivable
::File Maintenance

==About==

'''Job Price Maintenance''' is used to create and edit Job Prices for the A/R and Billing System.

[[Image:ArJobMaint.png]]

==Using the Program==

===Important Fields===
:'''Class:''' Using Job Class give you the ability to track and report jobs of different classes. e.g. State Highway, Landscaping, Large Retail etc.
:'''Tax Authority:''' the tax authority for this job. Overrides the tax authority assigned to the customer.
:'''Taxable:''' Specifies a Tax Code to override the customer and product code. Individual tax codes assigned on the detail of the job take precedence over the tax code assigned to the whole job.
:'''Credit Terms:'''
:'''Salesperson:''' Allows the of the Job ID assigned at the customer level. Especially useful for tracking sales to cash sales and any other shared customer.
:'''Job Starts/Ends:''' Controls the effective date of special pricing and other features of Job Maintenance. This can be used for specifically limited jobs, and to prevent a job price being applied at some future unintended date.
:'''Zone:'''
:'''Tkt/Ord Products:''' (Added in Keystone 2.5) This controls which products can be used on orders and tickets based on the job.
[[Image:ArJobMaint TkOdProd.PNG]]
:'''Batch Job ID''': Frequently this will be configured as the primary field to match the job name in Batch Controls and foreign dispatch systems. Using this field allows you to configure the main Keystone name with a descriptive 18 character ID (e.g. Northfield High) and match the batch controls non descriptive ID (e.g. NH300)
:'''Invoice Description:''' allows you to have a 50 character long description print on invoices and statements rather than the 18 character Job ID.
:'''Purge Date:''' A date this job should be purged on.

===Tax Code===
The '''Tax Code''' for line items is under the last column under the name of the '''Tax Authority''', '''MA''' in this example.

Set a value of 1-9 to specify the exact exempt reason or leave '''N''' to for system default reason (typically exempt code 2)

Payroll: Employee File Maintenance

2020-03-12T12:09:52Z

Mbradley: /* Tips and Tricks */

__NOTOC__
==About==
:Payroll
::File Maintenance

''This applies to versions 2.9.14 and above. For earlier versions see: [[Archive: Payroll: Employee File Maintenance]]''

==Using the Program==

===Tabs===

====Employee Info====

[[Image:EmpMnt1.PNG]]

=====Key Fields=====
:'''Employee Status:'''
::Active
::Terminated
::Retired
::Deceased
::Disabled
::Long-term Disability
::Leave of Absense
::Miltary Leave
::Layoff
::Layoff Seasonal

=====Pay Info=====
This tab contains most of the fields used to determine pay rates, types etc.

:'''Hour/Salary:'''
:'''Std/Rate:''' For hourly this is the hourly rate. For salary this is pay per period.
:'''Std Hours:''' For Hourly this is used as the default number of hours for automatic pay. For Salary, this is used to determine the rate in time card entry (e.g. if Std Rate is 1000 and Std Hours is 40 then the rate will be 1000 / 40 = $25). For semi-monthly use 86.6667 and for montly use 173.3333)
:'''Pay-Frequency'''
:'''Auto Pay?''' Determines if employee gets included in Auto-Pay run.
:'''Full/Part-Time'''
:'''State Tax Code''' Default state to tax. Can be over ridden at time card level
:'''Local Tax Code''' Default locality to tax. Can be over ridden at time card level
:'''W-2 Statutory:''' Used for W-2
:'''3rd Party Sick:''' Used for W-2

=====Misc=====
Enter additional employee information.

====History====
Shows MTD,QTD and YTD data for employee. Click the '''Show Data''' button.

====Events====
The Events tab contains a grid showing both system created and manually entered events. For example, certain field changes will create a #F event showing the value before and after.

[[Image:EmpMntEvent.PNG]]

:'''Type''' is a code indicating the event type. Event types #L, #R and #F are system generated. The system comes with dozens of other predefined codes as well.
:'''Date'''
:'''Field/Def ID''' Automatically genarated events use this to specify the def or field affected.
:'''Old Value'''
:'''New Value'''
:'''Comment'''
:'''User''' Keystone User that created the event.

====Income====

[[Image:EmpMntInc.PNG]]

:Activate all pay types appropriate for the employee
:Modify the G/L Debit account to override the default

[[Image:PR EMpMaint Income InActChk.JPG]]

====Taxes====
:Activate Taxes
:Set Tax Factors
::Number of Exemptions - this field supersedes the marital status set on the employee. Enter 1 for single, 2 married, 3 head of household. Common use is to force withholding at the higher single rate for a married employee.
::Extra Witholding
:Override default G/L accounts (Only enter a G/L account if you do wish to use an account different than the default)

[[Image:EmpMntTax.PNG]]

====Deductions====
:Activate Deductions
:Set appropriate Deduction Factors
::Deduction Amount
::Remaining Balance (Loan type deductions)
::Percentage
:Override default G/L accounts only when necessary. It is best to leave this blank in most cases.

[[Image:EmpMntDed.PNG]]

=====Setting up a loan=====
To update a loan balance, click the elipse (...) in the Balance field. For best results o this before Prepare Payroll for the current week.

[[Image:PR EmpMaint Ded Loan1.JPG]]
[[Image:PR EmpMaint Ded Loan2.JPG]]

====Net Pay====
For systems without Direct Deposit, there should be no need to change the settings on Net Pay. Both the '''NETPAY''' and '''CHKAMT''' definitions should be active by default.

[[Image:EmpMntNet.PNG]]

Setting up direct deposit:

<gallery heights=300px mode="packed">
File:EmpMntNetDD1.PNG
File:EmpMntNetDD2.PNG
File:EmpMntNetDD3.PNG
</gallery>

=====Direct Deposit Setup=====

To configure a direct deposit, activate the definition and enter the factors.

*AMOUNT: Fixed Amount to deposit.
*CUR_LIMIT: Limit of deposit when using Rate
*DD_ACCT_NO
*DD_ACCTTYPE: CHK or SAV for Checking or Savings
*DD_ROUTING:
*RATE: Percentage of pay to withhold.

Use '''AMOUNT''' to withhold a specific amount (e.g. $100 per period). Use '''Rate''' to withhold a percentage of a Net Pay.

To simply withhold all of pay in a single Direct Deposit set '''RATE''' to 100.

If you wanted to put $200 in an account and the rest into a second account then:
Set Direct Deposit 1, AMOUNT to $200
Set Direct Deposit 2, RATE to 100 (100% will take whatever is left)

If you want to split money between 3 accounts at a 25%/40%/35% split:
Set Direct Deposit 1, RATE to 25
Set Direct Deposit 2, RATE to 40
Set Direct Deposit 3, RATE to 100 (100% will take whatever is left)

If you want to deposit $200 and print the rest on a check:
Set Direct Deposit 1, AMOUNT to $200

Whenever any amount left over after the direct deposit processing a check will be printed. In the examples above the practice of setting the RATE to 100 on the last direct deposit is to include all remaining money as a deposit. This prevents the chance that a rounding error will result in a $.01 check.

====ACA====
Used to enter data for 1095-C:

[[Image:EmpMntACA.PNG]]

Enter either a value in the All Year box or into each monthly box. When a value is entered into the All Year box the monthly boxes become unavailable. Delete the all year box to regain access to the monthly boxes.

{{:Payroll: Form W-4}}

==Tips and Tricks==
:To set a tax as exempt for an employee, set the number of exemptions to '''-1'''

==System Options==

GivenHansco Keystone Help - User contributions [en]

Job Prices Maintenance

Payroll: Employee File Maintenance