GivenHansco Keystone Help - User contributions [en]

MediaWiki:Vector.css

2020-01-09T20:52:00Z

User: Created page with "/* CSS placed here will affect users of the Vector skin */ /** Hide sidebar **/ div#mw-panel { display: none; } #left-navigation { left: 1em; } #mw-head-base, div#cont..."

/* CSS placed here will affect users of the Vector skin */

/** Hide sidebar **/

div#mw-panel {
display: none;
}
#left-navigation {
left: 1em;
}
#mw-head-base,
div#content,
div#footer {
margin-left: 1em;
}

#bodyContent {
font-size: 80%;
line-height: 1.3em;
}

body.page-Main_Page li#ca-talk { display: none !important; }
body.page-Main_Page li#ca-viewsource { display: none !important; }
body.page-Main_Page li#ca-nstab-main { display: none !important; }
body.page-Main_Page li#ca-view { display: none !important; }
body.page-Main_Page li#ca-history { display: none !important; }

Main Page

2020-01-08T19:24:49Z

User:

__NOTOC__

{| border="0" cellspacing="5" cellpadding="5" align="right"
[[Image:KeystoneBanner.gif|200px]]

|
:[http://www.givenhansco.com/blog Blog]
:[http://www.givenhansco.com/contact.html Contact Us]

|}
{|border="0" cellspacing="5" cellpadding="5" align="center"
|[[Billing & Accounts Receivable|A/R]]
|[[Inventory|Inventory]]
|[[Accounts Payable|A/P]]
|[[General Ledger|G/L]]
|[[Payroll|P/R]]
|[[Quote System|Quote]]
|[[Cash Management|Cash]]
|[[Job Cost|J/C]]
|[[Ticket Printing|Tickets]]
|[[Keystone Dispatch|Dispatch]]
|}



=Software Updates=
'''[[New Keystone Releases|Latest Release]] 3.6.4''' (12/23/2019)
Keystone 3.6 uses more database connections than previous releases. If you receive an error message saying "No pooled database connections available" please contact support for assistance.




''NOTE: This version requires Windows 7/Windows Server 2008 or higher -and- InterBase XE Update 5 or higher. If your system does not meet these requirements, please inform GivenHansco support immediately so that we can place an update hold preventing accidental installation of the update.''

== Year End ==
'''[[Year End|Year End 2019]]''' Please check this page for updates on Keystone versions and year end.

=Keystone 3.6 is here!=

Please read below for updated system requirements for Keystone 3.6.

===Web Browser===
Keystone Dispatch 3.6 requires a modern web browser to function properly. All computers running Keystone Dispatch must have one of the following web browsers installed:
* Microsoft Edge (Windows 10)
* Microsoft Internet Explorer 11 (Windows 7 and higher) ([https://support.microsoft.com/en-us/help/17621/internet-explorer-downloads click here to download Internet Explorer 11])
Please contact your IT vendor if you need assistance with updating your web browser.

===Operating System===
Additionally, all computers running Keystone 3.6 must be running one of the following Microsoft operating systems:
* Windows 7 with SP1
* Windows 8
* Windows 8.1 Update
* Windows 10
**NOTE: Windows 10 S is NOT supported.
* Windows Server 2008
* Windows Server 2008 R2 with SP1
* Windows Server 2012
* Windows Server 2012 R2
* Windows Server 2016
* Windows Server 2019
**NOTE: Windows Server Essentials (formerly Small Business Server) is NOT supported.
Please contact your IT vendor if you need assistance with updating Windows operating systems.

===InterBase===
The supported versions of InterBase are as follows:
* InterBase XE with Update 5 (build 10.0.5.595)
* InterBase XE3 with Update 4 Hotfix 4 (build 11.0.4.828)
* InterBase XE7 with Update 7 (build 12.0.7.384)
* InterBase 2017 with Update 3 (build 13.3.0.328)
Please [http://www.givenhansco.com/contact.html contact us] if you need assistance with updating your InterBase version.

=IT Alerts=

See [http://www.givenhansco.com/supporthardware.html Keystone Hardware Requirements at GivenHansco.com]

==Windows Server 2016/2019==

Keystone is fully supported on Windows Server 2016/2019. Keystone relies on the InterBase database from a third-party vendor. This vendor is only certifying their current releases of InterBase (XE7 & 2017) for Windows Server 2016/2019. Therefore, we urge you to contact our sales staff regarding the cost of upgrading your current InterBase version to 2017 when planning your rollout of Windows Server 2016/2019.

==Windows 10==

Keystone is fully supported on Windows 10. In some cases the version of Interbase database software may need to be updated.

For multiuser systems where Interbase XE or higher is installed on a server there is no issue updating client computers to Windows 10.

For stand-alone systems (or should the PC be used as a server) then the version of Interbase may need to be updated. Keystone relies on the InterBase database from a third-party vendor. This vendor is only certifying their current releases of InterBase (XE7 & 2017) for Windows 10. Therefore, we urge you to contact our sales staff regarding the cost of upgrading your current InterBase version to 2017 when planning your rollout of Windows 10.

==Windows 7 (end of life)==

Microsoft discontinued all support including security updates for Windows 7 as of January 14, 2020. If any of your PCs are still running Windows 7 we strongly recommend that you contact your IT vendor regarding upgrading these PCs to Windows 10 as soon as possible.





Please contact GivenHansco support any time you plan to upgrade equipment for advice and compatibility review.



=What's New=

==New Help Topics==
*[[Did You Know... (Dispatch)]]
*[[Emergency Backup - Quick Simple Solutions]]
*Read [[How Keystone Determines Tax Authority Defaults for Tickets]] to learn how Keystone has been updated to improve default Tax Authorities in Ticket Printing, Disptach, Ticket Maintenance and Ticket Importing.
*[[Version 2.5 Key Changes]]

=[[HOWTOs]] and [[Best Practices]]=
==How To==
:*[[Quick Backup to USB Flash Drive]]
:*[[Creating Mix Designs]]

=KEYSTONE Applications=

[[Billing & Accounts Receivable]]

[[Inventory]]

[[Accounts Payable]]

[[General Ledger]]

[[Payroll]]

[[Quote System]]

[[Cash Management]]

[[Job Cost]]

[[Ticket Printing]]

[[Keystone Dispatch]]

W-2 Filing Web Service

2020-01-08T19:21:28Z

User:

Preliminary Notes for 2019

Keystone supports a web-based process for electronic filing of year-end tax forms. No more stuffing envelopes, no more printing! Electronically file W-2, W-3, 1094-C, 1095-B and 1095-C (Affordable Care Act) forms to the IRS/SSA and/or state in minutes!

W-2 Filing via Web Services should be completed as part of the '''[[Payroll: Year End]]''' process.

=How it Works=

After finalizing year end payroll data, select the new options on the Web Portal Export/Filing menu. These options automatically upload data to the Web Portal. From there you can setup an account and finish processing options online.

When filing W-2 and/or ACA forms you can choose either or both of 2 options:
*E-File
*Print and Mail Services

E-File allows you to preview and adjust data before filing.

With the Print and Mail services your W-2 and/or ACA forms are printed and mailed directly to employees. You also have the option to email each employee with an option to preview their forms online.

Since this is a premium service there is a modest per-employee fee. Please see the chart below for pricing.

Forms 940, 941 and 944 are not available at this time.





Learn more... https://givenhansco.nelcoportal.com/Content/Filing_Information

=W-2 Walkthrough=

Before filing W-2s, please make sure you have verified that your year-end payroll data is correct. Also be sure that you have completed the W-2 Setup instructions. Below is a sample of the W-2 Web Filing process.

==Exporting W-2s from Keystone==

As of Keystone 3.1, a new "Web Portal Export/Filing" menu has been added to the Payroll section:
:[[File:W2ExportMenu.PNG]]
 
Select the "Federal & State W-2 Export" option and the following screen will appear:

:[[File:W2Export.PNG|600px]]
 
Verify the Tax Year and click the Export button. You will see this message:

:[[File:W2Export2.PNG]]
 
Click the OK button and a summary of employees that will be exported appears:

:[[File:W2Export3.PNG|600px]]
 
Once you have verified the totals, close the preview and you will see this message:

:[[File:W2Export4.PNG]]
 
Click Yes to proceed. You will be asked to specify where you would like to save the export file:

:[[File:W2Export5.PNG|600px]]
 
Select a suitable location to save the export file and click the Save button. You will then see a final message similar to the following:

:[[File:W2Export6.PNG]]

==Setting up your Web Portal Account==

Before using the Web Portal to file for the first time, you must setup an account. Select the "Upload to Web Portal" option and your web browser will open to the following page:

:[[File:W2WebUpload1.PNG|800px]]
 
Click "Create Account" and you will be asked to enter your account information on the next page:

:[[File:W2WebUpload2.PNG|800px]]
 
When choosing a password for your account, pay special attention to the indicated password requirements. After entering all your information, click "Confirm" which will take you to a confirmation page:

:[[File:W2WebUpload3.PNG|600px]]
 
Review all information and make any necessary corrections using the "Edit" button. When all the information is accurate, click the "Create Account" button. You will now be asked to review the License Agreement:

:[[File:W2WebUpload4.PNG|600px]]
 
Carefully read the License Agreement. Click "I Agree" to accept the terms. You will now see the Filing Home page:

:[[File:W2WebUpload5.PNG|600px]]
 
Click "Import Data" in the upper-right corner. This will open the Data Import page.

==Uploading data to the Web Portal==

The Data Import page will now appear:

:[[File:W2WebUpload6.PNG|400px]]
 
Be sure to select "Wage and Statement (W2s)" as the Form Type. Then click the "Choose File" button and locate your W-2 Export file from the previous step. Once you have selected your export file, click the "Import" button. It is possible that you may see one or more error messages such as the following:

:[[File:W2WebUpload7.PNG|800px]]
 
In this case, the State Id Number for two employees has been entered incorrectly. You can switch back to Keystone, make the necessary corrections and re-export the file. Then switch back to the Web Portal and click the "Return to Import" button where you can re-upload the file. Upon successfully uploading an error-free file, you will see this page:

:[[File:W2WebUpload8.PNG|800px]]
 
This page lists all the employees that have been imported and indicates which state's W-2 they are filing. On the left side of the page you can pick which services you would like the Web Portal to perform for you. The Subtotal will be updated as different options are selected. Once you have made your selection, click the "Next" button in the upper-right corner to proceed. You may see the following page if some of your employees have missing email addresses in Keystone:

:[[File:W2WebUpload9.PNG|800px]]
 
Fill in the empty email addresses. If an employee does not have an email address you can leave it blank, but that employee will not be able to retrieve his W-2 using the Web Portal. When all corrections have been made, click "Next" to proceed to the Submit Forms page:

:[[File:W2WebUpload10.PNG|800px]]
 
This page gives you a summary of employees, which forms will be filed and the cost for each employee. You may click the "Preview Forms" button to see a preview version of all the W-2s. This will download a PDF file to your computer that you can then open:

:[[File:W2WebUpload11.PNG|800px]]
 
After reviewing the preview of the W-2 forms, click the "Next" button in the upper-right corner. Now you will be taken to the "Submit Forms" page:

:[[File:W2WebUpload12.PNG|400px]]
 
The first thing you will have to do is enter a form of payment. Click "Add a Card" to proceed to the secure page and enter your Billing Information and Payment Details:

:[[File:W2WebUpload13.PNG|600px]]
 
Click the "Save" button when all information has been entered. This will return you to the "Submit Forms" page where you will see your Total amount:

:[[File:W2WebUpload14.PNG|800px]]
 
Click the "Pay & Submit" button to proceed. After a short delay, you will see the Congratulations page:

:[[File:W2WebUpload15.PNG|800px]]
 
Click the "Print Receipt" button to view/print your receipt:

:[[File:W2WebUpload16.PNG|800px]]
 
You may now close your web browser window.

==Employee Email==

If you selected the option for "Online Retrieval" when filing W-2 forms, your employees will receive an email allowing them to retrieve a copy of their W-2 online. This email will be sent from "<Your Company Name> <emailreplies@greatland.com>". Here is a sample email:

:[[File:EmployeeEmail.PNG|400px]]
 
When the employee clicks the link in the email, their web browser will open to this page:

:[[File:EmployeeEmail1.jpg|400px]]
 
After entering the last 4 digits of their social security number, this page will appear:

:[[File:EmployeeEmail3.jpg|400px]]
 
Clicking the link will download a PDF version of the employee's W-2 to their computer. They will also see this message:

:[[File:EmployeeEmail2.jpg|400px]]
 
The employee can elect whether or not to receive a printed copy of their W-2 in the mail. Once they have made their choice they can close their web browser.

Main Page

2020-01-08T17:19:43Z

User:

__NOTOC__

{| border="0" cellspacing="5" cellpadding="5" align="right"
[[Image:KeystoneBanner.gif|200px]]

|
:[http://www.givenhansco.com/blog Blog]
:[http://www.givenhansco.com/contact.html Contact Us]

|}
{|border="0" cellspacing="5" cellpadding="5" align="center"
|[[Billing & Accounts Receivable|A/R]]
|[[Inventory|Inventory]]
|[[Accounts Payable|A/P]]
|[[General Ledger|G/L]]
|[[Payroll|P/R]]
|[[Quote System|Quote]]
|[[Cash Management|Cash]]
|[[Job Cost|J/C]]
|[[Ticket Printing|Tickets]]
|[[Keystone Dispatch|Dispatch]]
|}



=Software Updates=
'''[[New Keystone Releases|Latest Release]] 3.6.4''' (12/23/2019)
Keystone 3.6 uses more database connections than previous releases. If you receive an error message saying "No pooled database connections available" please contact support for assistance.



''NOTE: This version requires Windows 7/Windows Server 2008 or higher -and- InterBase XE Update 5 or higher. If your system does not meet these requirements, please inform GivenHansco support immediately so that we can place an update hold preventing accidental installation of the update.''

'''[[Year End|Year End 2019]]''' Please check this page for updates on Keystone versions and year end.

=Keystone 3.6 is here!=

Please read below for updated system requirements for Keystone 3.6.

===Web Browser===
Keystone Dispatch 3.6 requires a modern web browser to function properly. All computers running Keystone Dispatch must have one of the following web browsers installed:
* Microsoft Edge (Windows 10)
* Microsoft Internet Explorer 11 (Windows 7 and higher) ([https://support.microsoft.com/en-us/help/17621/internet-explorer-downloads click here to download Internet Explorer 11])
Please contact your IT vendor if you need assistance with updating your web browser.

===Operating System===
Additionally, all computers running Keystone 3.6 must be running one of the following Microsoft operating systems:
* Windows 7 with SP1
* Windows 8
* Windows 8.1 Update
* Windows 10
**NOTE: Windows 10 S is NOT supported.
* Windows Server 2008
* Windows Server 2008 R2 with SP1
* Windows Server 2012
* Windows Server 2012 R2
* Windows Server 2016
* Windows Server 2019
**NOTE: Windows Server Essentials (formerly Small Business Server) is NOT supported.
Please contact your IT vendor if you need assistance with updating Windows operating systems.

===InterBase===
The supported versions of InterBase are as follows:
* InterBase XE with Update 5 (build 10.0.5.595)
* InterBase XE3 with Update 4 Hotfix 4 (build 11.0.4.828)
* InterBase XE7 with Update 7 (build 12.0.7.384)
* InterBase 2017 with Update 3 (build 13.3.0.328)
Please [http://www.givenhansco.com/contact.html contact us] if you need assistance with updating your InterBase version.

=IT Alerts=

See [http://www.givenhansco.com/supporthardware.html Keystone Hardware Requirements at GivenHansco.com]

==Windows Server 2016/2019==

Keystone is fully supported on Windows Server 2016/2019. Keystone relies on the InterBase database from a third-party vendor. This vendor is only certifying their current releases of InterBase (XE7 & 2017) for Windows Server 2016/2019. Therefore, we urge you to contact our sales staff regarding the cost of upgrading your current InterBase version to 2017 when planning your rollout of Windows Server 2016/2019.

==Windows 10==

Keystone is fully supported on Windows 10. In some cases the version of Interbase database software may need to be updated.

For multiuser systems where Interbase XE or higher is installed on a server there is no issue updating client computers to Windows 10.

For stand-alone systems (or should the PC be used as a server) then the version of Interbase may need to be updated. Keystone relies on the InterBase database from a third-party vendor. This vendor is only certifying their current releases of InterBase (XE7 & 2017) for Windows 10. Therefore, we urge you to contact our sales staff regarding the cost of upgrading your current InterBase version to 2017 when planning your rollout of Windows 10.





Please contact GivenHansco support any time you plan to upgrade equipment for advice and compatibility review.



=What's New=

==New Help Topics==
*[[Did You Know... (Dispatch)]]
*[[Emergency Backup - Quick Simple Solutions]]
*Read [[How Keystone Determines Tax Authority Defaults for Tickets]] to learn how Keystone has been updated to improve default Tax Authorities in Ticket Printing, Disptach, Ticket Maintenance and Ticket Importing.
*[[Version 2.5 Key Changes]]

=[[HOWTOs]] and [[Best Practices]]=
==How To==
:*[[Quick Backup to USB Flash Drive]]
:*[[Creating Mix Designs]]

=KEYSTONE Applications=

[[Billing & Accounts Receivable]]

[[Inventory]]

[[Accounts Payable]]

[[General Ledger]]

[[Payroll]]

[[Quote System]]

[[Cash Management]]

[[Job Cost]]

[[Ticket Printing]]

[[Keystone Dispatch]]

Main Page

2020-01-08T17:19:18Z

User:

__NOTOC__

{| border="0" cellspacing="5" cellpadding="5" align="right"
[[Image:KeystoneBanner.gif|200px]]

|
:[http://www.givenhansco.com/blog Blog]
:[http://www.givenhansco.com/contact.html Contact Us]

|}
{|border="0" cellspacing="5" cellpadding="5" align="center"
|[[Billing & Accounts Receivable|A/R]]
|[[Inventory|Inventory]]
|[[Accounts Payable|A/P]]
|[[General Ledger|G/L]]
|[[Payroll|P/R]]
|[[Quote System|Quote]]
|[[Cash Management|Cash]]
|[[Job Cost|J/C]]
|[[Ticket Printing|Tickets]]
|[[Keystone Dispatch|Dispatch]]
|}



=Software Updates=
'''[[New Keystone Releases|Latest Release]] 3.6.4''' (12/23/2019)
Keystone 3.6 uses more database connections than previous releases. If you receive an error message saying "No pooled database connections available" please contact support for assistance.



''NOTE: This version requires Windows 7/Windows Server 2008 or higher -and- InterBase XE Update 5 or higher. If your system does not meet these requirements, please inform GivenHansco support immediately so that we can place an update hold preventing accidental installation of the update.''

'''[[Year End|Year End 2018]]''' Please check this page for updates on Keystone versions and year end.

=Keystone 3.6 is here!=

Please read below for updated system requirements for Keystone 3.6.

===Web Browser===
Keystone Dispatch 3.6 requires a modern web browser to function properly. All computers running Keystone Dispatch must have one of the following web browsers installed:
* Microsoft Edge (Windows 10)
* Microsoft Internet Explorer 11 (Windows 7 and higher) ([https://support.microsoft.com/en-us/help/17621/internet-explorer-downloads click here to download Internet Explorer 11])
Please contact your IT vendor if you need assistance with updating your web browser.

===Operating System===
Additionally, all computers running Keystone 3.6 must be running one of the following Microsoft operating systems:
* Windows 7 with SP1
* Windows 8
* Windows 8.1 Update
* Windows 10
**NOTE: Windows 10 S is NOT supported.
* Windows Server 2008
* Windows Server 2008 R2 with SP1
* Windows Server 2012
* Windows Server 2012 R2
* Windows Server 2016
* Windows Server 2019
**NOTE: Windows Server Essentials (formerly Small Business Server) is NOT supported.
Please contact your IT vendor if you need assistance with updating Windows operating systems.

===InterBase===
The supported versions of InterBase are as follows:
* InterBase XE with Update 5 (build 10.0.5.595)
* InterBase XE3 with Update 4 Hotfix 4 (build 11.0.4.828)
* InterBase XE7 with Update 7 (build 12.0.7.384)
* InterBase 2017 with Update 3 (build 13.3.0.328)
Please [http://www.givenhansco.com/contact.html contact us] if you need assistance with updating your InterBase version.

=IT Alerts=

See [http://www.givenhansco.com/supporthardware.html Keystone Hardware Requirements at GivenHansco.com]

==Windows Server 2016/2019==

Keystone is fully supported on Windows Server 2016/2019. Keystone relies on the InterBase database from a third-party vendor. This vendor is only certifying their current releases of InterBase (XE7 & 2017) for Windows Server 2016/2019. Therefore, we urge you to contact our sales staff regarding the cost of upgrading your current InterBase version to 2017 when planning your rollout of Windows Server 2016/2019.

==Windows 10==

Keystone is fully supported on Windows 10. In some cases the version of Interbase database software may need to be updated.

For multiuser systems where Interbase XE or higher is installed on a server there is no issue updating client computers to Windows 10.

For stand-alone systems (or should the PC be used as a server) then the version of Interbase may need to be updated. Keystone relies on the InterBase database from a third-party vendor. This vendor is only certifying their current releases of InterBase (XE7 & 2017) for Windows 10. Therefore, we urge you to contact our sales staff regarding the cost of upgrading your current InterBase version to 2017 when planning your rollout of Windows 10.





Please contact GivenHansco support any time you plan to upgrade equipment for advice and compatibility review.



=What's New=

==New Help Topics==
*[[Did You Know... (Dispatch)]]
*[[Emergency Backup - Quick Simple Solutions]]
*Read [[How Keystone Determines Tax Authority Defaults for Tickets]] to learn how Keystone has been updated to improve default Tax Authorities in Ticket Printing, Disptach, Ticket Maintenance and Ticket Importing.
*[[Version 2.5 Key Changes]]

=[[HOWTOs]] and [[Best Practices]]=
==How To==
:*[[Quick Backup to USB Flash Drive]]
:*[[Creating Mix Designs]]

=KEYSTONE Applications=

[[Billing & Accounts Receivable]]

[[Inventory]]

[[Accounts Payable]]

[[General Ledger]]

[[Payroll]]

[[Quote System]]

[[Cash Management]]

[[Job Cost]]

[[Ticket Printing]]

[[Keystone Dispatch]]

Payroll: Year End

2020-01-08T17:18:13Z

User:

Preliminary Notes for 2019

====Year End 2019====
*There are no changes to the printed W2 form for 2019.
*There are no changes to the printed W3 form for 2019.
*Keystone 3.6.4 has been updated with 2019 changes for e-filing W-2s.
*January 31, 2020 is the deadline for E-File and Printed W-2s.
*SSA.GOV W-2 information for 2019: https://www.ssa.gov/employer/
*'''ACA''' Reporting: See [[Payroll: ACA Reporting]] to determine if you need to file 1094/1095. Typically any employer with greater than 50 employees.

====Your W-2 Filing Options====

{|border="0" cellspacing="5" cellpadding="5" align="center"
|'''Paper W-2'''
Any Employer with fewer than 250 employees can print both employee copies and government copies from Keystone. Distribute W2s to employees. Mail government copies to appropriate agencies.
|'''Keystone E-File'''
Use Keystone to Print W-2s for employees and to generate files for government filing. Distribute W2s to employees. Verify E-File integrity with Accuwage and then upload files to government websites. This option requires proper registration with government agencies (i.e. the IRS/SSA).
|'''Web Services E-File'''
With this premium service use Keystone to prepare and upload data to our online service. For a small per-employee fee have all W-2s printed and mailed to employees and E-Filed to government agencies. See: '''[[W-2 Filing Web Service]]'''.
*No need to purchase and print mail W-2s
*Employees receive printed W-2s and emailed W-2s with the ability to re-print
|}

====2019 W2 E-File====
*The following states are supported by the W-2 E-File Export option: AL,CO,CT,GA,IA,IL,IN,KS,KY,LA,MA,MI,MN,MO,MS,MT,NE,OH,OK,OR,PA,RI,SC,VA,WI.
*If you need to electronically file W-2s for a state not listed above, you must use the Federal & State W-2 Export option on the Web Portal Export/Filing menu. (This is a premium service that involves a per-employee fee.)

====Tax Year 2020====
*Keystone 3.6.4 has been updated with new 2020 FEDERAL income tax rates and social security and medicare income thresholds.


==Notes for 2019 Year End / Tax Year 2020==

*Federal and many State Tax Rates have changed for 2020. Tax Tables have been updated to reflect these changes. We recommend that you check this site several times during the year for the latest information!!!!

*To assist with state specific tax information, please consult the following link: http://www.payroll-taxes.com/state-tax.htm (NOTE: GivenHansco is not responsible for the information provided on this site, we are providing this as a self-help service for our customers.)

*Two programs we recommend to enhance year end maintenance:
**[[Payroll Adjust Company Definitions & Factors|Adjust Company Definitions & Factors]]
**[[Payroll: Adjust Definition Balances|Adjust Definition Balances]]

*Employers with more than 250 employees will need to report health insurance costs paid by the company to each employee.
**Keystone has the ability to track these health insurance costs. Keystone payroll users have 2 options:
***Follow the special procedures in Keystone to track employer paid health insurance. See '''[[Payroll: Year End Modifications]]'''
***Calculate and manually enter employer paid health insurance at the end of 2014. Using the new program '''[[Payroll: Adjust Definition Balances|Adjust Definition Balances]]''' makes this much easier.
Also see: '''[[Payroll: Health Insurance|Health Insurance]]'''

=Year End Procedures=

==Before Running the first Payroll of the new Year==
*Make a backup to file and save in a permanent location. see [[Keystone Database Backup]]
*[[Web Update]] to the latest Keystone version.
*'''Review '''[[Payroll: Health Insurance|Health Insurance]]''' and determine if you need to run [[Payroll: Year End Modifications|Year End Modifications]] to configure health insurance reporting information for 2019.
*Set up Payroll Periods for 2020. see [[Setup Periods]]

===Set Up Retirement Plan Limits===
*Run [[Payroll Adjust Company Definitions & Factors|Adjust Company Definitions & Factors]] from the payroll Setup/Utilities Menu
*Select the correct Link for the retirement plan.
*Stretch the width of the screen or scroll to the right until you see the factor name for annual limit
*Update the annual limit amount.
[[Image:PR CoDefAdj 401k.JPG]]
:NOTE: Check for changes to retirement plans for 2020

For Employees who qualify for the higher catch up limit:
*Run [[Payroll: Adjust Definition Balances|Adjust Definition Balances]] From the Payroll Setup/Utilities menu.
*Widen the screen or scroll to the right and find the Limit factor.
*Set the higher limit amount. Leave Blank for all other employees.

[[Image:Pr EmpDefAdj 401k.JPG]]



===Set Up Suta Rates & Limits===
'''Note:''' Not all Keystone Payroll systems are configured to calculate Suta & Futa during the payroll process.
*Run [[Payroll Adjust Company Definitions & Factors|Adjust Company Definitions & Factors]] from the Payroll Setup/Utilities Menu
*Select the correct Link for the Suta Calculation
*Stretch the width of the screen or scroll to the right until you see the factor name for annual limit and rate.
*Update the limit and rate amounts.
[[Image:PR CoDefAdj SUTA.JPG]]

==Processing W2s==
*Determine if Health Insurance needs to be reported. See: '''[[Payroll: Health Insurance|Health Insurance]]'''
*'''Verify all year end balances are correct for 2019'''
*Update '''[[PRFMW2S|W2 Setup]]'''
**Make sure to update this for health insurance reporting if required
**Make sure all States are complete with up to date E.I.N. codes
*Print W-2 Audit list by using '''[[Payroll: Print W2s|Print W2s]]''' and selecting Audit List.
*If you choose the new premium services finish filing with '''[[W-2_Filing_Web_Service]]'''. Otherwise continue...
*'''[[Payroll: Print W2s|Print W2s]]'''
**'''Verify W2 Values'''
*'''[[W2 E-File Export]]'''
**'''Verify with Accuwage''' http://www.socialsecurity.gov/employer/accuwage/index.html
::NOTE: Accuwage is designed to verify the '''Federal''' W2 E-File. Though it may work for some states, in general it should only be used to validate the Federal file. For some states, it may report errors where there are none.
*'''[[Payroll: Print W3s|Print W3s]]'''
**'''Verify W3s with company totals'''

NOTE: Payroll may be run in the new year before the prior year W2s are printed. Payroll runs in the new year will not affect prior year W2s.

'''Frequently check Keystone Help and this page for any updates'''

'''GivenHansco strongly recommends that you manually verify the numbers reported on W2/W3 forms and use the SSA AccuWage program to verify the numbers on W2 E-File Export. By submitting W2/W3 forms and W2 E-File Export data to the IRS, you are legally testifying to the accuracy of the data.'''

==Processing ACA Forms (1094/1095)==
If required continue on to [[Payroll: ACA Reporting]]

Payroll: Year End

2020-01-08T17:17:26Z

User: Removed redirect to Payroll: Year End 2018

Preliminary Notes for 2019

====Year End 2019====
*There are no changes to the printed W2 form for 2019.
*There are no changes to the printed W3 form for 2019.
*Keystone 3.6.4 has been updated with 2019 changes for e-filing W-2s.
*January 31, 2020 is the deadline for E-File and Printed W-2s.
*SSA.GOV W-2 information for 2019: https://www.ssa.gov/employer/
*'''ACA''' Reporting: See [[Payroll: ACA Reporting 2019]] to determine if you need to file 1094/1095. Typically any employer with greater than 50 employees.

====Your W-2 Filing Options====

{|border="0" cellspacing="5" cellpadding="5" align="center"
|'''Paper W-2'''
Any Employer with fewer than 250 employees can print both employee copies and government copies from Keystone. Distribute W2s to employees. Mail government copies to appropriate agencies.
|'''Keystone E-File'''
Use Keystone to Print W-2s for employees and to generate files for government filing. Distribute W2s to employees. Verify E-File integrity with Accuwage and then upload files to government websites. This option requires proper registration with government agencies (i.e. the IRS/SSA).
|'''Web Services E-File'''
With this premium service use Keystone to prepare and upload data to our online service. For a small per-employee fee have all W-2s printed and mailed to employees and E-Filed to government agencies. See: '''[[W-2 Filing Web Service]]'''.
*No need to purchase and print mail W-2s
*Employees receive printed W-2s and emailed W-2s with the ability to re-print
|}

====2019 W2 E-File====
*The following states are supported by the W-2 E-File Export option: AL,CO,CT,GA,IA,IL,IN,KS,KY,LA,MA,MI,MN,MO,MS,MT,NE,OH,OK,OR,PA,RI,SC,VA,WI.
*If you need to electronically file W-2s for a state not listed above, you must use the Federal & State W-2 Export option on the Web Portal Export/Filing menu. (This is a premium service that involves a per-employee fee.)

====Tax Year 2020====
*Keystone 3.6.4 has been updated with new 2020 FEDERAL income tax rates and social security and medicare income thresholds.


==Notes for 2019 Year End / Tax Year 2020==

*Federal and many State Tax Rates have changed for 2020. Tax Tables have been updated to reflect these changes. We recommend that you check this site several times during the year for the latest information!!!!

*To assist with state specific tax information, please consult the following link: http://www.payroll-taxes.com/state-tax.htm (NOTE: GivenHansco is not responsible for the information provided on this site, we are providing this as a self-help service for our customers.)

*Two programs we recommend to enhance year end maintenance:
**[[Payroll Adjust Company Definitions & Factors|Adjust Company Definitions & Factors]]
**[[Payroll: Adjust Definition Balances|Adjust Definition Balances]]

*Employers with more than 250 employees will need to report health insurance costs paid by the company to each employee.
**Keystone has the ability to track these health insurance costs. Keystone payroll users have 2 options:
***Follow the special procedures in Keystone to track employer paid health insurance. See '''[[Payroll: Year End Modifications]]'''
***Calculate and manually enter employer paid health insurance at the end of 2014. Using the new program '''[[Payroll: Adjust Definition Balances|Adjust Definition Balances]]''' makes this much easier.
Also see: '''[[Payroll: Health Insurance|Health Insurance]]'''

=Year End Procedures=

==Before Running the first Payroll of the new Year==
*Make a backup to file and save in a permanent location. see [[Keystone Database Backup]]
*[[Web Update]] to the latest Keystone version.
*'''Review '''[[Payroll: Health Insurance|Health Insurance]]''' and determine if you need to run [[Payroll: Year End Modifications|Year End Modifications]] to configure health insurance reporting information for 2019.
*Set up Payroll Periods for 2020. see [[Setup Periods]]

===Set Up Retirement Plan Limits===
*Run [[Payroll Adjust Company Definitions & Factors|Adjust Company Definitions & Factors]] from the payroll Setup/Utilities Menu
*Select the correct Link for the retirement plan.
*Stretch the width of the screen or scroll to the right until you see the factor name for annual limit
*Update the annual limit amount.
[[Image:PR CoDefAdj 401k.JPG]]
:NOTE: Check for changes to retirement plans for 2020

For Employees who qualify for the higher catch up limit:
*Run [[Payroll: Adjust Definition Balances|Adjust Definition Balances]] From the Payroll Setup/Utilities menu.
*Widen the screen or scroll to the right and find the Limit factor.
*Set the higher limit amount. Leave Blank for all other employees.

[[Image:Pr EmpDefAdj 401k.JPG]]



===Set Up Suta Rates & Limits===
'''Note:''' Not all Keystone Payroll systems are configured to calculate Suta & Futa during the payroll process.
*Run [[Payroll Adjust Company Definitions & Factors|Adjust Company Definitions & Factors]] from the Payroll Setup/Utilities Menu
*Select the correct Link for the Suta Calculation
*Stretch the width of the screen or scroll to the right until you see the factor name for annual limit and rate.
*Update the limit and rate amounts.
[[Image:PR CoDefAdj SUTA.JPG]]

==Processing W2s==
*Determine if Health Insurance needs to be reported. See: '''[[Payroll: Health Insurance|Health Insurance]]'''
*'''Verify all year end balances are correct for 2019'''
*Update '''[[PRFMW2S|W2 Setup]]'''
**Make sure to update this for health insurance reporting if required
**Make sure all States are complete with up to date E.I.N. codes
*Print W-2 Audit list by using '''[[Payroll: Print W2s|Print W2s]]''' and selecting Audit List.
*If you choose the new premium services finish filing with '''[[W-2_Filing_Web_Service]]'''. Otherwise continue...
*'''[[Payroll: Print W2s|Print W2s]]'''
**'''Verify W2 Values'''
*'''[[W2 E-File Export]]'''
**'''Verify with Accuwage''' http://www.socialsecurity.gov/employer/accuwage/index.html
::NOTE: Accuwage is designed to verify the '''Federal''' W2 E-File. Though it may work for some states, in general it should only be used to validate the Federal file. For some states, it may report errors where there are none.
*'''[[Payroll: Print W3s|Print W3s]]'''
**'''Verify W3s with company totals'''

NOTE: Payroll may be run in the new year before the prior year W2s are printed. Payroll runs in the new year will not affect prior year W2s.

'''Frequently check Keystone Help and this page for any updates'''

'''GivenHansco strongly recommends that you manually verify the numbers reported on W2/W3 forms and use the SSA AccuWage program to verify the numbers on W2 E-File Export. By submitting W2/W3 forms and W2 E-File Export data to the IRS, you are legally testifying to the accuracy of the data.'''

==Processing ACA Forms (1094/1095)==
If required continue on to [[Payroll: ACA Reporting]]

Payroll: Year End 2018

2020-01-08T17:11:22Z

User: User moved page Payroll: Year End to Payroll: Year End 2018

Preliminary Notes for 2018

====Year End 2018====
*There are no changes to the printed W2 form for 2018.
*There are no changes to the printed W3 form for 2018.
*Keystone 3.5.5 has been updated with 2018 changes for e-filing W-2s.
*January 31, 2019 is the deadline for E-File and Printed W-2s.
*SSA.GOV W-2 information for 2018: https://www.ssa.gov/employer/
*'''ACA''' Reporting: See [[Payroll: ACA Reporting 2018]] to determine if you need to file 1094/1095. Typically any employer with greater than 50 employees.

====Your W-2 Filing Options====

{|border="0" cellspacing="5" cellpadding="5" align="center"
|'''Paper W-2'''
Any Employer with fewer than 250 employees can print both employee copies and government copies from Keystone. Distribute W2s to employees. Mail government copies to appropriate agencies.
|'''Keystone E-File'''
Use Keystone to Print W-2s for employees and to generate files for government filing. Distribute W2s to employees. Verify E-File integrity with Accuwage and then upload files to government websites. This option requires proper registration with government agencies (i.e. the IRS/SSA).
|'''Web Services E-File'''
With this premium service use Keystone to prepare and upload data to our online service. For a small per-employee fee have all W-2s printed and mailed to employees and E-Filed to government agencies. See: '''[[W-2 Filing Web Service]]'''.
*No need to purchase and print mail W-2s
*Employees receive printed W-2s and emailed W-2s with the ability to re-print
|}

====2018 W2 E-File====
*The following states are supported by the W-2 E-File Export option: AL,CO,CT,GA,IA,IL,IN,KS,KY,LA,MA,MI,MN,MO,MS,MT,NE,OH,OK,OR,PA,RI,SC,VA,WI.
*If you need to electronically file W-2s for a state not listed above, you must use the Federal & State W-2 Export option on the Web Portal Export/Filing menu. (This is a premium service that involves a per-employee fee.)

====Tax Year 2019====
*Keystone 3.5.5 has been updated with new 2019 FEDERAL income tax rates and social security and medicare income thresholds.
*The following state income tax rates have been updated: NY, OH.

==Notes for 2018 Year End / Tax Year 2019==

*Federal and many State Tax Rates have changed for 2019. Tax Tables have been updated to reflect these changes. We recommend that you check this site several times during the year for the latest information!!!!

*To assist with state specific tax information, please consult the following link: http://www.payroll-taxes.com/state-tax.htm (NOTE: GivenHansco is not responsible for the information provided on this site, we are providing this as a self-help service for our customers.)

*Two programs we recommend to enhance year end maintenance:
**[[Payroll Adjust Company Definitions & Factors|Adjust Company Definitions & Factors]]
**[[Payroll: Adjust Definition Balances|Adjust Definition Balances]]

*Employers with more than 250 employees will need to report health insurance costs paid by the company to each employee.
**Keystone has the ability to track these health insurance costs. Keystone payroll users have 2 options:
***Follow the special procedures in Keystone to track employer paid health insurance. See '''[[Payroll: Year End Modifications]]'''
***Calculate and manually enter employer paid health insurance at the end of 2014. Using the new program '''[[Payroll: Adjust Definition Balances|Adjust Definition Balances]]''' makes this much easier.
Also see: '''[[Payroll: Health Insurance|Health Insurance]]'''

=Year End Procedures=

==Before Running the first Payroll of the new Year==
*Make a backup to file and save in a permanent location. see [[Keystone Database Backup]]
*[[Web Update]] to the latest Keystone version.
*'''Review '''[[Payroll: Health Insurance|Health Insurance]]''' and determine if you need to run [[Payroll: Year End Modifications|Year End Modifications]] to configure health insurance reporting information for 2018.
*Set up Payroll Periods for 2019. see [[Setup Periods]]

===Set Up Retirement Plan Limits===
*Run [[Payroll Adjust Company Definitions & Factors|Adjust Company Definitions & Factors]] from the payroll Setup/Utilities Menu
*Select the correct Link for the retirement plan.
*Stretch the width of the screen or scroll to the right until you see the factor name for annual limit
*Update the annual limit amount.
[[Image:PR CoDefAdj 401k.JPG]]
:NOTE: Check for changes to retirement plans for 2019

For Employees who qualify for the higher catch up limit:
*Run [[Payroll: Adjust Definition Balances|Adjust Definition Balances]] From the Payroll Setup/Utilities menu.
*Widen the screen or scroll to the right and find the Limit factor.
*Set the higher limit amount. Leave Blank for all other employees.

[[Image:Pr EmpDefAdj 401k.JPG]]



===Set Up Suta Rates & Limits===
'''Note:''' Not all Keystone Payroll systems are configured to calculate Suta & Futa during the payroll process.
*Run [[Payroll Adjust Company Definitions & Factors|Adjust Company Definitions & Factors]] from the Payroll Setup/Utilities Menu
*Select the correct Link for the Suta Calculation
*Stretch the width of the screen or scroll to the right until you see the factor name for annual limit and rate.
*Update the limit and rate amounts.
[[Image:PR CoDefAdj SUTA.JPG]]

==Processing W2s==
*Determine if Health Insurance needs to be reported. See: '''[[Payroll: Health Insurance|Health Insurance]]'''
*'''Verify all year end balances are correct for 2018'''
*Update '''[[PRFMW2S|W2 Setup]]'''
**Make sure to update this for health insurance reporting if required
**Make sure all States are complete with up to date E.I.N. codes
*Print W-2 Audit list by using '''[[Payroll: Print W2s|Print W2s]]''' and selecting Audit List.
*If you choose the new premium services finish filing with '''[[W-2_Filing_Web_Service]]'''. Otherwise continue...
*'''[[Payroll: Print W2s|Print W2s]]'''
**'''Verify W2 Values'''
*'''[[W2 E-File Export]]'''
**'''Verify with Accuwage''' http://www.socialsecurity.gov/employer/accuwage/index.html
::NOTE: Accuwage is designed to verify the '''Federal''' W2 E-File. Though it may work for some states, in general it should only be used to validate the Federal file. For some states, it may report errors where there are none.
*'''[[Payroll: Print W3s|Print W3s]]'''
**'''Verify W3s with company totals'''

NOTE: Payroll may be run in the new year before the prior year W2s are printed. Payroll runs in the new year will not affect prior year W2s.

'''Frequently check Keystone Help and this page for any updates'''

'''GivenHansco strongly recommends that you manually verify the numbers reported on W2/W3 forms and use the SSA AccuWage program to verify the numbers on W2 E-File Export. By submitting W2/W3 forms and W2 E-File Export data to the IRS, you are legally testifying to the accuracy of the data.'''

==Processing ACA Forms (1094/1095)==
If required continue on to [[Payroll: ACA Reporting 2018]]

=Prior Year Information=
:[[Payroll: Year End 2017]]
:[[Payroll: Year End 2016]]
:[[Payroll: Year End 2015]]
:[[Payroll: Year End 2014]]
:[[Payroll: Year End 2013]]
:[[Payroll: Year End 2012]]
:[[Payroll: Year End 2012]]
:[[Payroll: Year End 2011]]

Payroll: Year End

2020-01-08T17:11:22Z

User: User moved page Payroll: Year End to Payroll: Year End 2018

#REDIRECT [[Payroll: Year End 2018]]

Payroll: ACA Reporting

2020-01-08T17:10:27Z

User: Created page with "=Introduction=  <span style="color:#FFFFFF; background:#FF0000; font-..."

=Introduction=



ACA Fines for Late Filing are Severe -- Do Not Procrastinate!



Keystone has the ability to print 1095-C forms and e-file 1094-C/1095-C information for both regular and self-insured employers. This page will provide assistance with entering the required ACA information into Keystone. It is your responsibility to gather this information and to assure that it is accurate. You should consult your accountant before filing ACA information.

IMPORTANT: Please make sure that your Keystone has been updated to current version. You will need version 3.5.7 or higher for e-file.

'''NOTE:''' This is part of the complete [[Payroll: Year End]] Process.

====Your 1095 Filing Options====

{|border="0" cellspacing="5" cellpadding="5" align="center"
|'''Paper 1095'''
Most employers with fewer than 50 employees will not need to file form 1095. Any Employer with fewer than 250 employees can print both employee copies and government copies from Keystone. Distribute 1095s to employees. Mail government copies to appropriate agencies.
*No additional service fees
*Must purchase, print and distribute forms to employees
*Must file paper forms with government agencies
|'''Web Services E-File'''
With this premium service, use Keystone to prepare and upload data to our online service. For a small per-employee fee have all 1095s printed and mailed to employees and E-Filed to government agencies. This option does '''not''' require registration with government agencies. This is the only option for ACA 1095 E-File.
*No need to purchase, print and mail 1094 and 1095 forms
*No registration with government required
*Certified vendor reduces legal risks
*Option for employee to re-print via email link
*Option for employer to re-print forms online
*A per-form fee is charged for this service - see chart below
|}

Use this chart to determine if you need to file 1095s. (See: https://www.healthcare.gov/shop-calculators-fte/)

[[File:ACA Decision Tree.jpg|500px]]

=Paper Only 1095s=
'''NOTE:''' Whether or not you are required to E-File you should consider using the new Web Services option to also print your forms. The cost of this process compared to the cost of purchasing and printing forms can be very attractive.

==1095-C==

Use the "Print 1095-C Forms" option on the Payroll-Year End menu to print 1095-C forms. Keystone is configured to print 1095-C forms on pre-printed inkjet/laser single-sheet forms.
:'''note:''' Use pre-printed forms. Downloaded PDF forms do not print with the correct spacing and alignment.

==1094-C==

Keystone does not print 1094-C forms. You should prepare this form manually.

=E-File via Web Services=
'''Note:''' Keystone uses an Web Based E-Processing service that includes an option to handle all printing and mailing services. This new process eliminates the challenging process of registering with the IRS and offers several other advantages. There is a per employee cost for this new process.

==Prepare for E-File==

*In Keystone please verify that employee social security numbers and names are accurate. Your entire batch of 1095-C forms will be completely rejected if social security numbers and names cannot be validated by the IRS!
*Verify email addresses are accurate. While not required employees receive notification of forms via email and can optionally download a copy in addition to the mailed form.
*Update employee email addresses in [[Payroll: Employee File Maintenance]]. This gives employees direct access to forms online.

==Preparing the Upload File==

:Run ACA 1094-C/1095-C Export from the Web Portal Export/Filing Menu
[[File:PR_WebFilingMenu.png]]

==Uploading the XML File==

Select Upload to Web Portal from the Web Portal Export/Filing Menu

=Links=

Link to 1095-C form (for reference ONLY):
https://www.irs.gov/pub/irs-pdf/f1095c.pdf

Use this link to determine whether you must file 1095-C forms electronically
https://www.irs.gov/Affordable-Care-Act/Employers/Information-Reporting-by-Applicable-Large-Employers

=About Web Services=

Keystone supports electronic filing of year-end forms built right into our software. No more stuffing envelopes, no more printing! Electronically file W-2, 1095, 1094 (Affordable Care Act) forms, and more to the IRS/SSA or state in minutes!

==How it Works==

After finalizing year end payroll data, select the new options on the Web Portal Export/Filing menu. These options automatically upload data to the Web Portal. From there you can setup an account and finish processing options online.

When filing 1095s (and optionally W2s) you can choose either or both of 2 options:
*E-File
*Print and Mail Services

E-File services let you preview and adjust data before filing.

With the Print and Mail services your 1095s are printed and mailed directly to employees. In addition an email is sent to each employee with an option to preview forms online.

ACA Fines for Late Filing are Severe -- It is your responsibility to verify that 1095 filing has been accepted by the IRS!

Year End

2020-01-08T17:02:50Z

User:

Preliminary Notes for 2020

ACA Fines for Late Filing are Severe -- Do Not Procrastinate!

It is important to update Keystone to the latest release so you will have the latest year end changes. Expect further updates as new tax rates and other information become available to us.

===Payroll===
Be sure to update to Keystone 3.6.4 or higher prior to printing/electronically filing W-2s.


===Accounts Payable===
Remember to run Year End prior to printing 1099 forms (see [[AP: Year End]]).

{|
|
:'''[[Payroll: Year End]]'''
:'''[[Payroll: ACA Reporting]]'''
|
:'''[[Ordering Tax Forms]]'''
:'''[[W-2 Filing Web Service]]''' New Premium Option!
|
:'''[[AP: Year End]]'''
|}

==W-2 Reporting==
We strongly recommend that all payroll customers transition to [[W-2 Filing Web Service]] whether printing or e-filing. This will be the only option available for 2020 year end!

==ACA Reporting - 1095-C==





===Preparing Keystone Data for 1095===
*Employee Maintenance contains an "ACA" tab for employee level entries related to the ACA [[Payroll: Employee File Maintenance]]
*Company Maintenance contains an "ACA" tab for the entry of company level ACA information [[Payroll Company Maintenance]]

Year End

2020-01-08T17:02:04Z

User: Removed redirect to Year End 2018

Preliminary Notes for 2020

ACA Fines for Late Filing are Severe -- Do Not Procrastinate!

It is important to update Keystone to the latest release so you will have the latest year end changes. Expect further updates as new tax rates and other information become available to us.

===Payroll===
Be sure to update to Keystone 3.5.5 or higher prior to printing/electronically filing W-2s.


===Accounts Payable===
Remember to run Year End prior to printing 1099 forms (see [[AP: Year End]]).

{|
|
:'''[[Payroll: Year End]]'''
:'''[[Payroll: ACA Reporting]]'''
|
:'''[[Ordering Tax Forms]]'''
:'''[[W-2 Filing Web Service]]''' New Premium Option!
|
:'''[[AP: Year End]]'''
|}

==W-2 Reporting==
We strongly recommend that all payroll customers transition to [[W-2 Filing Web Service]] whether printing or e-filing. This will be the only option available for 2020 year end!

==ACA Reporting - 1095-C==





===Preparing Keystone Data for 1095===
*Employee Maintenance contains an "ACA" tab for employee level entries related to the ACA [[Payroll: Employee File Maintenance]]
*Company Maintenance contains an "ACA" tab for the entry of company level ACA information [[Payroll Company Maintenance]]

Year End

2020-01-08T16:55:58Z

User: User moved page Year End to Year End 2018

#REDIRECT [[Year End 2018]]

Year End 2018

2020-01-08T16:55:57Z

User: User moved page Year End to Year End 2018

=Year End 2018=


ACA Fines for Late Filing are Severe -- Do Not Procrastinate!

It is important to update Keystone to the latest release so you will have the latest year end changes. Expect further updates as new tax rates and other information become available to us.

===Payroll===
Be sure to update to Keystone 3.5.5 or higher prior to printing/electronically filing W-2s.
Keystone 3.5.10 includes a fix to the 2019 tax rates for AL.
Keystone 3.5.9 includes updated 2019 tax rates for AL.
Keystone 3.5.8 includes updated 2019 tax rates for CO, NJ, and RI as well as corrections for ND and OR.
Keystone 3.5.7 includes the following payroll updates:
*Updated 2019 tax rates for MA and OK
*Corrections for 2019 CA and OR tax rates
*Corrected PA state W-2 E-File export
*Updated Web Portal ACA 1094/1095 export for 2018
Keystone 3.5.6 includes updated 2019 tax rates for CA, IL, KY, MI, MN, ND, OR, SC and VT. Further states will be updated in subsequent Keystone versions.
Keystone 3.5.5 includes updated 2019 tax rates for Federal, NY and OH. Further states will be updated in subsequent Keystone versions.

===Accounts Payable===
Remember to run Year End prior to printing 1099 forms (see [[AP: Year End]]).

{|
|
:'''[[Payroll: Year End]]'''
:'''[[Payroll: ACA Reporting 2018]]'''
|
:'''[[Ordering Tax Forms]]'''
:'''[[W-2 Filing Web Service]]''' New Premium Option!
|
:'''[[AP: Year End]]'''
|}

==W-2 Reporting==
We strongly recommend that all payroll customers transition to [[W-2 Filing Web Service]] whether printing or e-filing. This will be the only option available for 2019 year end!

==ACA Reporting - 1095-C==

Keystone 3.5.8 includes a fix to skip employees terminated prior to the beginning of 2018.
Keystone 3.5.7 has been updated for printing/e-filing 2018 ACA 1094/1095 forms.



===Preparing Keystone Data for 1095===
*Employee Maintenance contains an "ACA" tab for employee level entries related to the ACA [[Payroll: Employee File Maintenance]]
*Company Maintenance contains an "ACA" tab for the entry of company level ACA information [[Payroll Company Maintenance]]

Main Page

2020-01-08T16:52:48Z

User:

__NOTOC__

{| border="0" cellspacing="5" cellpadding="5" align="right"
[[Image:KeystoneBanner.gif|200px]]

|
:[http://www.givenhansco.com/blog Blog]
:[http://www.givenhansco.com/contact.html Contact Us]

|}
{|border="0" cellspacing="5" cellpadding="5" align="center"
|[[Billing & Accounts Receivable|A/R]]
|[[Inventory|Inventory]]
|[[Accounts Payable|A/P]]
|[[General Ledger|G/L]]
|[[Payroll|P/R]]
|[[Quote System|Quote]]
|[[Cash Management|Cash]]
|[[Job Cost|J/C]]
|[[Ticket Printing|Tickets]]
|[[Keystone Dispatch|Dispatch]]
|}



=Software Updates=
'''[[New Keystone Releases|Latest Release]] 3.6.4''' (12/23/2019)
Keystone 3.6 uses more database connections than previous releases. If you receive an error message saying "No pooled database connections available" please contact support for assistance.



''NOTE: This version requires Windows 7/Windows Server 2008 or higher -and- InterBase XE Update 5 or higher. If your system does not meet these requirements, please inform GivenHansco support immediately so that we can place an update hold preventing accidental installation of the update.''


=Keystone 3.6 is here!=

Please read below for updated system requirements for Keystone 3.6.

===Web Browser===
Keystone Dispatch 3.6 requires a modern web browser to function properly. All computers running Keystone Dispatch must have one of the following web browsers installed:
* Microsoft Edge (Windows 10)
* Microsoft Internet Explorer 11 (Windows 7 and higher) ([https://support.microsoft.com/en-us/help/17621/internet-explorer-downloads click here to download Internet Explorer 11])
Please contact your IT vendor if you need assistance with updating your web browser.

===Operating System===
Additionally, all computers running Keystone 3.6 must be running one of the following Microsoft operating systems:
* Windows 7 with SP1
* Windows 8
* Windows 8.1 Update
* Windows 10
**NOTE: Windows 10 S is NOT supported.
* Windows Server 2008
* Windows Server 2008 R2 with SP1
* Windows Server 2012
* Windows Server 2012 R2
* Windows Server 2016
* Windows Server 2019
**NOTE: Windows Server Essentials (formerly Small Business Server) is NOT supported.
Please contact your IT vendor if you need assistance with updating Windows operating systems.

===InterBase===
The supported versions of InterBase are as follows:
* InterBase XE with Update 5 (build 10.0.5.595)
* InterBase XE3 with Update 4 Hotfix 4 (build 11.0.4.828)
* InterBase XE7 with Update 7 (build 12.0.7.384)
* InterBase 2017 with Update 3 (build 13.3.0.328)
Please [http://www.givenhansco.com/contact.html contact us] if you need assistance with updating your InterBase version.

=IT Alerts=

See [http://www.givenhansco.com/supporthardware.html Keystone Hardware Requirements at GivenHansco.com]

==Windows Server 2016/2019==

Keystone is fully supported on Windows Server 2016/2019. Keystone relies on the InterBase database from a third-party vendor. This vendor is only certifying their current releases of InterBase (XE7 & 2017) for Windows Server 2016/2019. Therefore, we urge you to contact our sales staff regarding the cost of upgrading your current InterBase version to 2017 when planning your rollout of Windows Server 2016/2019.

==Windows 10==

Keystone is fully supported on Windows 10. In some cases the version of Interbase database software may need to be updated.

For multiuser systems where Interbase XE or higher is installed on a server there is no issue updating client computers to Windows 10.

For stand-alone systems (or should the PC be used as a server) then the version of Interbase may need to be updated. Keystone relies on the InterBase database from a third-party vendor. This vendor is only certifying their current releases of InterBase (XE7 & 2017) for Windows 10. Therefore, we urge you to contact our sales staff regarding the cost of upgrading your current InterBase version to 2017 when planning your rollout of Windows 10.





Please contact GivenHansco support any time you plan to upgrade equipment for advice and compatibility review.



=What's New=

==New Help Topics==
*[[Did You Know... (Dispatch)]]
*[[Emergency Backup - Quick Simple Solutions]]
*Read [[How Keystone Determines Tax Authority Defaults for Tickets]] to learn how Keystone has been updated to improve default Tax Authorities in Ticket Printing, Disptach, Ticket Maintenance and Ticket Importing.
*[[Version 2.5 Key Changes]]

=[[HOWTOs]] and [[Best Practices]]=
==How To==
:*[[Quick Backup to USB Flash Drive]]
:*[[Creating Mix Designs]]

=KEYSTONE Applications=

[[Billing & Accounts Receivable]]

[[Inventory]]

[[Accounts Payable]]

[[General Ledger]]

[[Payroll]]

[[Quote System]]

[[Cash Management]]

[[Job Cost]]

[[Ticket Printing]]

[[Keystone Dispatch]]

New Keystone Releases

2020-01-08T16:51:22Z

User:

__TOC__

NOTE: Items in '''bold type''' are NEW features.

==Build 3.6.4 - 12/23/2019==

===Payroll Module===

Payroll Tax Library
:'''Updated to 2020-R1b version (CA, CO, IL, MD, ME, MI, MO, NC, SC states.).'''

===Services===

Application Server
:Support more than 32 processor cores when affinity mask configuration option not specified.

Keystone REST Server (KServer)
:Reduce lock contention for InterBase database connections.
:Reduce lock contention for SQLite database connections.

==Build 3.6.3 - 12/20/2019==

===Dispatch Module===

Dispatch End of Day 
Dispatch Re-Transfer Tickets
:'''Add user's Documents folder to beginning of export FILE parameter if it does not contain an absolute path. '''

Dispatch Order List
:Fix exception "cdsCompMatUsedTotals: Cannot perform this operation on an open dataset."

===Ticketing Module===

Ticketing End of Day 
Ticketing Re-Transfer Tickets
:'''Add user's Documents folder to beginning of export FILE parameter if it does not contain an absolute path. '''

Ticketing Order List
:Fix exception "cdsCompMatUsedTotals: Cannot perform this operation on an open dataset."

===Accounts Receivable Module===

A/R Open Ticket Stack
:When using Reprice All and selecting the "Update tickets with Job Defaults" option, update Job Lot, Job Block, Job Class, Salesperson, Tax Authority and Usage Type from the job.

A/R Quick Ticket Entry
:'''Bring down Ticket Time from previous line.'''

A/R Sales Tax Rate Maintenance
:'''Show total tax authority rate based on current system date.'''
:'''Move tax locality (tax rates) pop-up grid underneath tax authority detail grid.'''
:'''Remove Active column on the tax authority detail grid and the tax locality tax rates grid.'''
:'''Remove # column on the tax locality tax rates grid.'''
:'''Move G/L Account column after Method column on tax rates grid.'''
:'''The tax rates grid can no longer be edited.'''
:'''When adding a new tax locality in the tax authority detail grid, pop up a form to add the locality information.'''
:'''Add button "Add New Rate" which adds a new rate to the tax rates grid (pulls down appropriate fields from previous rate.)'''
:'''Show locality rates in tax authority detail grid based on current system date.'''
:'''Move U/M column to end of grid, move to bottom on new pop-up form.'''

A/R Ticket Maintenance
:Assign Job Class field from the job when the Job Id is changed.

A/R Void Invoice
:Reset grid column sorting/filtering after void.

===Accounts Payable Module===

A/P Handwritten Check Entry
:Fix exception "Cannot focus a disabled or invisible window" when pressing F9 on a previously vouchered invoice.

A/P Invoice Vouchering
:'''Add "Select All" checkbox to P.O. Receipts tab.'''

A/P Vendor Maintenance
:'''Add Mobile phone number column to Contacts grid.'''

===General Ledger Module===

G/L Print Account Segments
G/L Source Code List
:Fix exception "EOleException: Internal Server Error" when running the report.

===Job Cost Module===

J/C Import Transactions
:Do not write to C:\ERRORLOG.TXT at the end of the import.

===Payroll Module===

Calculate Payroll
:'''Support date value for company and employee factors.'''
:'''Support date comparison in formulas.'''

Payroll Federal & State W-2 Export (Web Portal)
:'''Completed 2019 W-2 compliance testing.'''

Payroll Re-Print Direct Deposit Stubs
Payroll Re-Print Paychecks
:'''Add "Labor Class" to selection criteria.'''

Payroll Tax Library
:'''Updated to 2020-R1a version (Federal and MA, ND, NE, NJ, NM, OR, PA, VT, WA, WY states.)'''

Payroll Void Paychecks
:Optimize queries to significantly improve performance.
:Fix exception "EcxInvalidDataControllerOperation: Key Field not found" after opening check detail and then scrolling with the mousewheel.

==Build 3.6.2 - 12/6/2019==

===Dispatch Module===

Dispatch Order Maintenance 
Dispatch Ticket Printing
:When an automatic product is marked "At End" it causes an exception "EDatabaseError: cdsAPProdLookup: Cannot perform this operation on a closed dataset" (introduced in 3.6.0.)

Dispatch Order Maintenance
:When there are two automatic products, one marked "Next Line" and the other marked "At End", the "At End" automatic product will not be added.
:The second time you add an order after opening the option, automatic products generated from auto product rules would not be added.

Dispatch Schedule
:'''Add Cust Id as an optional schedule grid field.'''
:'''Add Plant Screen Id to form caption of plant popup demand graph.'''
:Fix potential call to refresh schedule data before the program has finished initializing.
:Fix potential issue where program may not be initialized properly.
:Prevent timer schedule refresh when shipping a truck.
:Prevent timer schedule refresh when a modal dialog is open.
:Trucks assigned to a customer can no longer be dragged to orders for other customers.
:The second time you add an order using Quick Order after opening the schedule, automatic products generated from auto product rules would not be added.

Dispatch Void Ticket
:Fix exception "EComponentError: A component named cdsMasterUNLOAD_RATE_MINYD already exists" when voiding the second ticket.

===Ticketing Module===

Ticketing Order Maintenance 
Ticketing Ticket Printing
:When an automatic product is marked "At End" it causes an exception "EDatabaseError: cdsAPProdLookup: Cannot perform this operation on a closed dataset" (introduced in 3.6.0.)

===Accounts Receivable Module===

A/R Automatic Product Maintenance
:'''Add option to ignore year when comparing Start/Stop date range (use "9999" for the year for both Start/Stop dates.)'''
:'''Add hint to Start/End Date fields.'''
:'''Show Start/End Date using 4 digits for the year on the summary grid.'''

A/R Import Tickets 
A/R Ticket Maintenance
:When an automatic product is marked "At End" it causes an exception "EDatabaseError: cdsAPProdLookup: Cannot perform this operation on a closed dataset" (introduced in 3.6.0)

A/R Open Ticket Stack
:'''Add ability to add new Plant, Salesperson and Tax Authority on the fly.'''
:Fix Access Violation exception when attempting to email a document image from the document preview window.

A/R Plant Maintenance
:'''Add A/R system option for Product Separator, use as default when copying plant products.'''
:'''Copy Dispatch Warning when copying plant products.'''

A/R Print Invoices 
A/R Reprint Invoices
:Fix exception "EDatabaseError: cdsDocIdx_LinkType: Parameter 'DOC_LINK' not found" when Document Imaging module is active and the "Include Ticket Images" box is checked.

A/R Product Maintenance
:'''Add A/R system option for Product Separator, use as default when copying plant products.'''
:'''Copy Dispatch Warning when copying plant products.'''
:'''When copying plant products, only select those plants whose Plant Type matches the source product's Plant Type.'''

A/R Quick Ticket Entry
:'''Default Ticket Time field to current system time when entering new tickets.'''

===Quoting Module===

Quote Prospect Maintenance
:'''Add F4 search for Credit Terms Class, Customer Class, Price Group, Salesperson and Tax Authority.'''

===Accounts Payable Module===

A/P Invoice Vouchering
:When posting a batch, use the current User Id when generating product transcations for linked P.O. receipts.

===General Ledger Module===

G/L Transaction Entry
:When posting a batch, use the current User Id when creating the reversing batch.

===Payroll Module===

Payroll ACA 1094/1095 Export
:'''Updated for 2019 changes.'''

Payroll SUTA E-File Export
:'''Updated for 2020 changes (PA).'''

Payroll Tax Library
:'''Updated to 2019-R12 version (Federal and IA, KY, MA, MO, MT, NJ, NY, OH, WA, WV and WY states.)'''

Payroll W-2 E-File Export
:'''Updated for 2019 changes (MA).'''

===General===

Setup Installer
:Fix to properly identify main server to force KServer installation when updating older versions of Keystone (introduced in 3.6.1 SS 1.)

Report Preview
:'''Add mouse wheel support to preview window.'''

General
:Remove Database Connected indicator in the top right of every Keystone screen.

===Services===

Application Server
:Do not log the prepare remote data queries for the remote company database.

Keystone REST Server (KServer)
:'''Add ClientCacheHits and query run time information (whether cached or executed) to query statistics.'''
:'''FX API: Add "PlantId" optional list parameter to "kpibud" endpoint.'''
:'''GRS API: Add "PlantId" optional list parameter to "GPS/Plants" endpoint.'''
:Fix query statistics to separate by company (previously all companies were aggregated together.)
:Fix query statistics to properly set MaxRunTimeAt field (previously would set if the new MaxRunTime = old MaxRunTime.)
:FX API: Optimize queries in "kpibud" endpoint.
:Windows Client Dispatch API: Do not cache local queries in "rdmDISchedule/cdsDIAvailTrucks" endpoint.
:Windows Client Dispatch API: Do not cache local queries in "rdmDIOrder/cdsDIScheduleTotals" endpoint.

==Build 3.6.1 - 11/5/2019==

===Dispatch Module===

Dispatch Order Maintenance
:For the To Job, From Job and Pour Rate fields, if they have a zero value and are set as required fields, issue a warning.

Dispatch Schedule
:'''Automatically advance the schedule date when the computer clock ticks past midnight. '''
:'''Performance improvement when refreshing the schedule.'''
:'''Show Driver Name in Clocked-In Trucks grid with the Driver Color as the background color.'''

===Ticketing Module===

Order Stack
:Fix "Argument out of range" and "Invalid value for field TRUCK_CAPACITY" exceptions.

===Accounts Receivable Module===

A/R Customer Maintenance
:'''Add Customer Color field to the Information tab.'''
:'''Add Web Invoices and Web BatWts checkboxes to Contacts grid.'''

A/R Driver Maintenance
:'''Add Driver Color field.'''

A/R Import Tickets
:Fix "Field TRUCK_CLASS not found" exception when importing online tickets.
:Fix remote ticket import to work properly with re-exported ticket files.

A/R Truck Maintenance
:'''Add Rcv Time and Rcv Status optional fields to the GPS grid.'''
:'''Allow column sorting and column customization on GPS grid.'''

===Accounts Payable Module===

A/P Invoice Vouchering
:Fix delay when scrolling up/down on the invoice grid.

===Payroll Module===

Tax Library
:'''Updated to 2019-R11 version (MN.)'''

===General===

Reports
:Fix "cannot convert variant of type null to type string" exception when printing empty memo value.
:Fix handling of Active/Inactive checkboxes for several reports.

Setup Installer
:Force KServer service start when updating the master application server.
:Updated Visual C++ 2013 Runtime libraries.

===Services===

Device Aggregator
:Fix "cannot convert variant of type (null) into type (OleStr)" exception when the DEVICE_PARAMS field for an active device is empty.

Device Server
:'''Modify Keystone Online Dispatch Event device to send all non-null time fields for At Plant status.'''
:'''Modify Verifi Status device to use new HTTP connection for each individual request.'''

Keystone REST Server (KServer)
:'''Improved cache version handling to avoid update conflicts.'''
:'''Improved communication method with Windows clients.'''
:'''Improved query statistics.'''
:'''Improved server statistics.'''
:'''Miscellaneous performance improvements.'''
:'''Dispatch V2 API: Add PlantId list parameter to ScheduleOrders endpoint.'''
:'''Driver API: Modify ticket and truckticketinfo endpoints to use DOC_LINK as the ticket key.'''
:'''Driver API: Modify ticket endpoint to update the ticket whether it has been invoiced or not.'''
:'''FX API: Add PlantId list parameter to kpi, kpibymo, dispatchtime, materialrequiredbyhour endpoints.'''
:'''FX API: Add trucksbystatus endpoint.'''
:'''Online Customer Portal API: Add customerlist endpoint.'''
:'''Online Customer Portal API: Add several fields to ContactInfo, ContactList and ContactLookup endpoints.'''
:'''Windows Client Dispatch API: Optimized schedule queries.'''
:No longer processes AUTORUN queries one minute after startup.
:No longer runs database queries if the database version is not current.
:FX API: Fix kpi and kpibymo endpoints to address overflow issue in the plant tickets query.
:Windows Client A/R Report API: Fix ARTruckLogReport query to return all required fields.

==Build 3.6 - 8/30/2019==

===Dispatch Module===

Concrete Calculator

<blockquote>Fix mismatch between shape drop-down and grid shape column descriptions.
</blockquote>
End of Day

<blockquote>Fix Ticket Date warning (added in 3.5.8.1) when the Beginning Date is left blank.
</blockquote>
Order Maintenance

<blockquote>'''Add "Delivery Instructions 1" field to advanced order search dialog.'''

'''Display "job expired" warning immediately after entering Job Id for a quoted job whose prices have expired.'''

'''Add ability to specify Plant Mix Type on an order basis (contact support if you need this feature.)'''

'''Add "Contact Name" to F4 search field list.'''

'''Use current PC clock date as delivery date when creating orders.'''

When viewing the map window, the F2 (Ok)/F12 (Print) keys were not working.

When copying an order, verify that the Customer and Plant Id fields are not blank.
</blockquote>
Print Orders

<blockquote>Fix incorrect "Delivered Sales Tax" total.
</blockquote>
Re-Transfer Tickets

<blockquote>Retrieve tickets from sales history for Export Ticketing locations.
</blockquote>
Ticket Printing

<blockquote>'''Display "job expired" warning immediately after entering Job Id for a quoted job whose prices have expired.'''

'''Apply mix modifier product(s) when sending mix design to batch control.'''

'''Use current PC clock date as ticket date when creating tickets.'''

Send Order Load Number and Keystone Online Business Key fields with ticket data to batch control link.

Reload ticket customer prior to generating batch control data.
</blockquote>
Truck Demand Graph

<blockquote>'''Add user option to add an extra 1 yard load for plus orders.'''
</blockquote>
Void Tickets

<blockquote>'''Send void ticket notification to Keystone Online dispatch event device.'''
</blockquote>
===Ticketing Module===

End of Day

<blockquote>Fix Ticket Date warning (added in 3.5.8.1) when the Beginning Date is left blank.
</blockquote>
Order Maintenance

<blockquote>'''Display product warning message after entering Product Id.'''

'''Display "job expired" warning immediately after entering Job Id for a quoted job whose prices have expired.'''

'''Add "Contact Name" to F4 search field list.'''

'''Use current PC clock date as delivery date when creating orders.'''

When copying an order, verify that the Customer Id field is not blank.
</blockquote>
Order Stack

<blockquote>When using the keyboard shortcuts to select customers and delivery dates, you must now hold CTRL and SHIFT with the shortcut key.
</blockquote>
Print Orders

<blockquote>Fix incorrect "Delivered Sales Tax" total.
</blockquote>
Re-Transfer Tickets

<blockquote>Retrieve tickets from sales history for Export Ticketing locations.
</blockquote>
Ticket Printing

<blockquote>'''Display product warning message after entering Product Id.'''

'''Display "job expired" warning immediately after entering Job Id for a quoted job whose prices have expired.'''

'''Apply mix modifier product(s) when sending mix design to batch control.'''

'''Use current PC clock date as ticket date when creating tickets.'''

Send Order Load Number and Keystone Online Business Key fields with ticket data to batch control link.

Reload ticket customer prior to generating batch control data.
</blockquote>
===Accounts Receivable Module===

A/R Cash Posting

<blockquote>'''Show Void Reason at top of Invoice History form.'''
</blockquote>
A/R Inquiry

<blockquote>Do not bold Invoice Number if Invoice Notes tab only contains blanks.
</blockquote>
Automatic Product Maintenance

<blockquote>'''Add ability to setup automatic product to match product codes using base product/plant id.'''

'''Italicize inactive automatic products on the main grid.'''

'''Indicate "Match Products on Base" by including an asterisk (*) after the Products summary.'''
</blockquote>
Credit Card Pre-Approval

<blockquote>'''Significant performance improvement when loading orders.'''
</blockquote>
Import Tickets

<blockquote>'''Add CSV_AUTOFIELDS configuration option for import batch tickets.'''

'''Add "Job Block" field to Jonel batch ticket import.'''

'''Significant performance improvement when importing online and remote tickets.'''

Show reconcile error dialog when a required field has an invalid value.

Display message and abort when errors occur when applying tickets to the database.
</blockquote>
Inventory Purchase Receipts Batch Register

<blockquote>'''Add "Receipt No." field to report.'''
</blockquote>
Job Price Maintenance

<blockquote>'''Add ability to set the "Tkt/Ord Products" field to a specific value whenever a new job is added (contact support if you need this feature.)'''
</blockquote>
Open Ticket Stack

<blockquote>Eliminate delay when the "Reprice All" button is clicked and there are a large number of open tickets.

Eliminate delay when closing the option after repricing tickets when there are a large number of open tickets.

When using the keyboard shortcuts to select vendors and due dates, you must now hold CTRL and SHIFT with the shortcut key.

Fix Access Violation exceptions and issues with column sorting.
</blockquote>
Physical Inventory Entry

<blockquote>Prevent entering a negative count.
</blockquote>
Plant Maintenance

<blockquote>Fix issue where "Devices" tab only shows last device after accepting plant changes.
</blockquote>
Print Invoices

<blockquote>'''Add ability to show ticket subtotal after each ticket (contact support if you need this feature.)'''

'''Add ability to print e-ticket document images on invoices.'''
</blockquote>
Product Maintenance

<blockquote>'''Add support for "Mix Modifier" products.'''
</blockquote>
Re-Print Invoices

<blockquote>'''Add ability to show ticket subtotal after each ticket (contact support if you need this feature.)'''

'''Add ability to print e-ticket document images on invoices.'''
</blockquote>
===Quote Module===

Print Quotes

<blockquote>'''Add ability to print product Plant Number, Plant Name and Plant Screen Id (contact support if you need this feature.)'''
</blockquote>
Quote Maintenance

<blockquote>'''Add "Create Order" option to re-book job dialog.'''
</blockquote>
===Accounts Payable Module===

A/P Handwritten Check Entry

<blockquote>Fix so discount is properly applied when referencing a previously vouchered invoice with no discount originally entered.

Assign discount date when referencing a previously vouchered invoice with no discount date originally entered.

When referencing a previously vouchered invoice pull in the Division Number from the vouchered invoice instead of using the Division Number entered in the handwritten batch.
</blockquote>
A/P Inquiry

<blockquote>'''Add Discount Date, Discount Offered and Discount Taken as optional grid fields.'''

Do not bold Invoice Number if Invoice Notes tab only contains blanks.
</blockquote>
Select Invoices for Payment

<blockquote>When using the keyboard shortcuts to select customers and ticket dates, you must now hold CTRL and SHIFT with the shortcut key.
</blockquote>
Vendor Invoice History

<blockquote>Show Void Date for voided invoices.
</blockquote>
===General Ledger Module===

Trial Balance

<blockquote>'''Add "Account Type" as the first field in all report sequences.'''

'''Add "Account Type" group indication and subtotals.'''
</blockquote>
===Payroll Module===

Calculate Payroll

<blockquote>Fix RPC Error (application server crash) when using an invalid value for the TAXFILEST factor on a state tax definition.
</blockquote>
Company Maintenance

<blockquote>Fix issues with G/L accounts on definitions grid where sometimes the user could enter a G/L account for a definition type that doesn't accept G/L accounts but then could not clear it later.
</blockquote>
Employee Maintenance

<blockquote>Fix issues with G/L accounts on definitions grid where sometimes the user could enter a G/L account for a definition type that doesn't accept G/L accounts but then could not clear it later.
</blockquote>
Tax Library

<blockquote>'''Updated to 2019-R9 version (ID, MA, MO, VT states.)'''
</blockquote>
===General===

DataScope

<blockquote>'''Add support for security roles on custom queries.'''

'''Add Roles, Menu Key and Pub(lic) columns to query list grid.'''
</blockquote>
Device Maintenance

<blockquote>'''Add support for "Dispatch Event" devices.'''
</blockquote>
Document Preview

<blockquote>'''Add support for PDF documents.'''
</blockquote>
File Maintenance

<blockquote>Eliminate leading/trailing blanks in key fields when adding new items.
</blockquote>
Form Reports

<blockquote>'''Add support for rendering PDF documents as images.'''
</blockquote>
General

<blockquote>'''Add Help->GivenHansco Web Site menu option.'''

Do not display the tab caption in bold if the memo field on the tab consists only of blanks.

Verify that connection to application server is still valid prior to requesting or posting data.
</blockquote>
Query Export

<blockquote>'''Add option to export to XLSX file.'''

'''Add support for security roles on custom queries.'''

'''Add Roles, Menu Key and Pub(lic) columns to query list grid.'''
</blockquote>
Reports

<blockquote>Change default report image method to "Synopse GDI" to improve images on forms.
</blockquote>
System Menu

<blockquote>'''On the Edit User dialog, add "(10 characters max)" hint after Password field.'''

'''CTRL+UP and CTRL+DOWN may be used to adjust the size of the menu font.'''

'''Add support for security roles on custom queries.'''

Do not add custom query/export to menu if the associated menu key does not exist or is not valid for the user.

Do not include custom queries for non-existent or non-allowed menu keys.

Some custom queries were not showing up on the menu because of a blank (as opposed to null) Menu Key.
</blockquote>
===Services===

Application Server

<blockquote>'''Calculate reasonable defaults for the number of pooled database connections available to the Application Server and KServer.'''

'''Support multiple application servers at a single site.'''

'''Add support for "Dispatch Event" devices.'''

'''Add log message when system license info changed.'''

Only send active load statuses when sending dispatch events.
</blockquote>
Device Aggregator

<blockquote>'''Add support for "Dispatch Event" devices.'''
</blockquote>
Device Server

<blockquote>'''Add support for "Dispatch Event" devices.'''

'''Add "Keystone Online" batch control link.'''

'''Add "Keystone Online" dispatch event device.'''

'''Send void ticket notification to Keystone Online dispatch event device.'''

When voiding a ULINK ticket, Include failure message response in error log.
</blockquote>
Keystone REST Server (KServer)

<blockquote>'''All standard lookup list queries have been moved to KServer.'''

'''Database Backup and Restore moved to KServer.'''

'''Keystone Update moved to KServer.'''

'''Dispatch Schedule and Truck grid data is now obtained from KServer.'''

'''Some file lists and reports have been moved to KServer.'''

'''Document Imaging document list/document retrieval moved to KServer.'''

'''Improved logging capabilities.'''

'''Add "IPAllowed" and "RequestThreads" configuration parameters.'''

'''Setup multiple threads (256 maximum) for HTTP server.'''

'''Add support for "list" parameters.'''

'''Add support for "MS Access" databases.'''

'''Support dynamic construction of WHERE clause for SELECT queries.'''

'''Add support for "range" filters on query parameters.'''

'''Support singleton auto-run item (once per server.)'''

'''Version API: Add statistics endpoints.'''

'''FX API: Significant performance improvement in "matreqdet" query in materialrequiredbyhour endpoint.'''

'''Stonemont API: Significantly improve performance of queries in "xbatchresults", "xbatchresultscondensed" and "xpost_mixdesigns" endpoints.'''

'''Improved query caching method.'''

'''Add Keystone Online Customer Portal API.'''

'''It is no longer necessary to create separate configuration options for each company database.'''

Several fixes in cache handling, logging and multi-threading logic.

Handle escaped characters correctly in query parameter values.

Fix discrepancy between "ScheduleByPlant" in Dispatch API and Dispatch Schedule.

Delay AUTORUN processing for one minute after startup.

Use single background task to communicate with device aggregator that reads a queue of commands.

Dispatch v2 API: Exclude void loads in the "Loads" return data of the "ScheduleOrderLoads" endpoint.

Dispatch v2 API: Exclude void loads in the "ScheduleOrders" endpoint.

FX API: Fix "materialrequiredbyhour" endpoint to use the load's plant number instead of the order's to properly handle cross-shipping.

GPS API: Fix "truckticketinfo" endpoint to return GPS plant number using translated version of Keystone plant number.

Stonemont API: Several fixes (date/time handling, doubledecode URL parameters.)

Stonemont API: Fix "xbatchresultlist", "xbatchresults" and "xbatchresultscondensed" queries to no longer move the begindate parameter to the start of the day.

When running autorun query, first check that database version is current, abort if not.

FX API: Fix enddate parameter in 'dispatchtime' endpoint to properly set the time portion to 23:59:59.

Driver API: Change 'ticket' endpoint to avoid adding ####K### suffix to document filename.
</blockquote>

----

[[Release Notes for Keystone 3.5.x]]

[[Release Notes for Keystone 3.4.x]]

[[Release Notes for Keystone 3.3.x]]

[[Release Notes for Keystone 3.2.x]]

[[Release Notes for Keystone 3.1.x]]

[[Release Notes for Keystone 3.0.x]]

[[Release Notes for Keystone 2.9.x]]

[[Release Notes for Keystone 2.8.x]]

[[Release Notes for Keystone 2.7.x]]

[[Release Notes for Keystone 2.6.x]]

[[Release Notes for Keystone 2.5.x]]

[[Release Notes for Keystone 2.4.x]]

[[Release Notes for Keystone 2.3.x]]

[[Release Notes for Keystone 2.2.x]]

[[Release Notes for Keystone 2.1.x]]

[[Release Notes for Keystone 2.0.x]]

[[Release Notes for CompuCrete 1.8.x]]

File:W2WebUpload12.PNG

2020-01-08T16:10:41Z