Hello -
I'm curious when we will have the functionality to export the Aatrix W-2 grid? This feature would be helpful with reconciling.
Thank you!
The totals are provided at the top of each column to assist with reconciling, there is also the option to print the W2/W3 Summary Report from the View Menu.
It would be nice to export the file to Excel to reconcile per employee.
There are no plans for this. You may want to add it as an idea so that people can up vote it.
https://www.sagecity.com/support_communities/sage_hrms/i/human_resources/create
You can get the data into Excel, but it isn't as simple as clicking on a file menu and choose to save to Excel.
If you right click on any of the column headers you can choose "Copy" from the drop-down menu. Then go into Excel and paste it. Repeat for each column that you need to reconcile. I normally grab the SSN, three name columns, then the different boxes I want to reconcile.
The nice thing is if you need to you can then edit the data in excel and import it in via the "Paste" option or "Import csv into this column".
BTW, you can also use this to sort the rows by the values in the columns in case you want to sort by SSN or something else.
*Community Hub is the new name for Sage City