US Payroll Platinum overview

Full 100% integration of the payroll software module with the (optional) General Ledger and Job Costing modules eliminate duplicate entry that is not available using 3rd party software.

Also see: Frequently asked US Payroll Questions

• Includes payroll update releases for the year 2012 (simply order an update in 2013 to obtain the 2013 updated withholding formulas).
• Entry of payroll details may be stopped at any time and completed later.
• Payroll supports a flexible method for posting of payroll transactions to the AccountPro General Ledger and Job Costing modules if installed.
• Time sheets may be entered daily, or at the end of a payroll period. If entered daily, the payroll program will automatically accumulate totals for the applicable payroll period.
• Payroll entry may be paused & continued at anytime
• Multiple payrolls per pay period allow payroll, for example, management, office staff, shop and field employees, to be processed at different times.
• If the Job Costing software module is installed, updating of job costs and hours from the Payroll module may be done on a daily bases keeping job costs up-to-date.
• Unlimited earning and deduction types per employee within payroll period.
• Unlimited earning and deduction types.
• Statutory deductions.
• No year-end closing required before starting with a new payroll year.
• Modifiable State and Local withholding tables.
• U.S. Payroll may be used conjunction with the Canadian Payroll module for users with employees in both the U.S.A. and Canada. Both modules will allow specified general ledger accounts appropriate for each version, including job numbers.
• Job Costing tracks hours used broken down by job phase in addition to dollar costs.
• Profiles need to be established only once for employees, withholdings, other deductions and earnings and are used throughout the payroll module.

Detail

• The payroll module handles, on the bases of individual employee specified parameters (all of which may be turned on or off):
  • Automatic calculation of taxes
  • Advances
  • Loans
  • Vacation Pay calculation (payout each check or accrue, and percentage of specified earnings)
  • Holiday Pay calculation (payout each check or accrue, and percentage of specified earnings)
  • Sick Pay calculation (payout each check or accrue, and percentage of specified earnings)
• Employee ID up to 8 alphanumeric characters.
• Full Employee profile screens including currently defined earning definitions, deductions and benefits, default general ledger distribution accounts (may be overridden at time of payroll timesheet entry), vacation, holiday, sick pay percentages, etc.
• Supports multiple payroll checking accounts.

Earning Definitions

• An unlimited number of earning definitions may be defined. Earning types may be defined, for example, as Regular Earnings, Overtime Earnings, Bonus, Commission, Mileage, Living out Allowance, Piece Work, Union payroll, None Union payroll etc.
• Overtime may be calculated at 1 1/2 time, 2 times regular rate, or whatever overtime rate is required, for example, 1.15 times the regular rate for shift work. You may predefine as many overtime definitions (IDs) as needed.
• Supports, salaried, hourly, or piece work for daily, weekly, bi-weekly, semi-monthly, monthly, 10, 13 and 22 pay periods per year.
• Earning definitions may be specified with respect to taxability, active status, contribute to statutory deductions, contribute to calculation of "Other Deductions", such as, for example, Union Dues, all through user specified Yes/No options.
• Indicate whether or not the earnings contribute to Vacation Pay, Holiday Pay, Sick Pay, etc.
• Distribution to General Ledger may be specified for each earning definition with the option to override the expense portion of the earning at time of payroll entry.

Deduction Definitions

• Flexible deduction definition capabilities keep employee deductions up-to-date in one place, saving you from having to change individual employee records every time deductions change.
• Establish any number of payroll and union deduction definitions.
• Deduction definitions may specify:
  • Specified tax reductions
  • Method of deduction calculation:
    • Fixed amount per pay period
    • Percentage of specified type of earnings
    • Combination of Fixed and Percentage
  • Paid by
    • Employee
    • Employer
    • Specified percentage Employee/Employer
  • Distribution to General Ledger may be specified for each deduction definition.

Payroll Entry

• Entries into the payroll module are easy and quick. An Employee ID may be entered directly, or selected from a pop-up window. The default Earning ID, as established in the Employee master file for the selected employee will be shown, and may be selected by simply pressing the Enter key.
• Multiple Earning Definitions (rates) may be used when entering time for an employee within a single pay period without limitation to the number of earning definition which may be entered into the payroll period.
• Multiple Job numbers may be used when entering time for an employee within a single pay period without limitation to the number of job numbers which may be entered into the payroll period.
• Allows for an unlimited number mix of union and none union rates, each of which can be used within a pay period, for a single employee.

Payroll Distribution to General Ledger

• Integration with the General Ledger module is automatic if installed and saves from repetitive data entry between modules. If the General Ledger is not installed, a summary distribution report provides the necessary information required to journalize a general ledger.
• Flexible distribution options for payroll costs to general ledger accounts may be defaulted to (on an employee by employee bases):
  • A single general ledger account as specified in the employee maintenance screens
  • Pro-rated by percentages up to 4 G/L accounts (plus the credit the payroll checking account)
  • As specified at time of payroll timesheet entry

  Note: distribution to the general ledger for accrual of Taxes, Advances, Loans, Vacation pay, Statutory and None Statutory deductions etc., are specified in addition to the above and are also specified on an employee by employee bases in the employee master file.

Payroll Distribution to Job Costing

• Updating of payroll details from the payroll modules to the Job Costing module is automatic if installed and saves from repetitive data entry between modules. If Job Costing is not installed, a summary distribution report provides the necessary information required to journalize to a 3rd party module.
• Has the capability to specify the Job-Phase and Job-Sub-Phase to which the labor should be posted on a Job, and whether or not this labor expense is to be posted to the base contract, or an extra, in which case a work or change order may be specified.
• Postings to the Job Costing module will retain units (hours) in addition to wages and labor burden
• Payroll may be entered  on a daily bases and has the capability to update Job Costing on a daily bases without running, or waiting for completion of the payroll period, providing management with update-to-date Job Cost reports at all times.

Check Printing

• Checks may be printed for all employees, a range of employees, selected groups, or a single employee.
• Checks may be printed, for example, office staff, local or out of town workers
• View payroll detail before printing checks.
• Payroll check stubs provide complete information in a four column format, showing units, hours, earnings, statutory withholdings, none-statutory deductions for the payroll period, and year-to-date cumulative totals.
• Supports continuous form and laser format checks.

Payroll Reports

• To provide management with up-to-date information, all reports may be printed as often as required and are not dependent on month ends or closing of a fiscal period.
• Details of time sheet entries may be printed for approval, without showing earning totals, by for example, management, a job foreman or supervisor.
• A detailed earnings report is available before printing checks, indication such items as regular earnings, overtime earnings, commissions, deductions, taxes employer paid benefits, etc.
• A preview payroll report ensures accuracy before checks are printed.
• A complete summary of distribution to the General ledger.
• Check Register.
• Employee lists may be sorted and printed by:
  • Employee ID
  • Employee Name
  • S.S.N.
  • Department
  • Payroll Group
  • Rate Classification

Payroll History

• A history of payroll transactions may be kept on file for any number of payroll periods.

Interfacing with other AccountPro modules

Job Costing module

• Postings from the US Payroll software module to the optional Job Costing module will automatically update labor costs and labor hours when posted.

General Ledger module

• Using the optional General Ledger module, payroll details are automatically posted to the General Ledger module.

Import module

• Using the optional Import module, you can import employee lists from ASCII or CSV files.

US Payroll Multi-rate add-on module

• The optional US Payroll Platinum Multi-rate add-on software module provides additional options complementary to the Payroll Platinum software module.

Certified Payroll Reporting module

• Using the optional Certified Payroll (US) Platinum Reports add-on software module, Canadian Payroll details are automatically posted to the Canadian Payroll Reporting module.

• Using the optional Union Payroll (US) Platinum Reports add-on software module, Canadian Payroll details are automatically posted to the Canadian Payroll Reporting module.