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  • How to fix issues with Payroll Tax Formulas

    I am in the process of setting up Payroll in a new company. We already have payroll set up in another company and are trying to recreate their settings in the new one. I tried using import/export, but for various reasons 98% of the information wouldn…
  • Alabama Overtime Wage Exemption

    My company has multiple pay types. We have regular billable, OT billable, regular non-billable, OT non-billable, personal leave, holiday and bonus/incentive pay types for our hourly employees. Not to mention all our employees hourly pay rates are not…
  • Document Scanning

    How do I set up my scanner [Epson ES-400II] to scan documents directly to the AP Invoice I am entering? I know I can scan the document and then attach it to the invoice after entering the invoice, but I want to scan it directly into Sage as part of…
  • Health Savings Account Formula

    I NEED help entering a formula for a HSA! Is there a way to type in an "IF" formula to figure out the employer contribution amount? Example - IF employee contribution is equal to $X.XX then employer contribution is $X.XX. If this is possible, what is…
  • Sick and Vacation Accrual only if the employee works a certain amount of hours a month

    Hello, I have a costumer with a very particular workers comp decree established by the local DoA which stated that the hourly employee accrues 6hrs/mo Vacation (144hrs max) and Sick (120hrs max) only if total hours for the pay period is equal 115 or more…
  • How do I change payroll deductions for employee based on percentage

    I am needing to change the percentage of a deduction for an employee. How can this be done? The deduction is a state retirement fund that is not listed under the benefits tab. It is being paid by both the employee and employer. The percentage is increasing…
  • Is there a "count" formula that could be added to Report Designer reports? Specifically to PR reports to count employees?

    I understand that I can save a report to excel and get a count that way, but is there any way to add a formula that would count employees within some of the reports (report designer) we run most often?
  • Adding Dates Formula

    I need to create a formula that adds employee DOB to today's date. I've tried using system date but I receive an error that the field types are different. Has anyone used system date in a date calculation formula? Thanks
  • VAT recording from AP to GL

    Dear Team, Re posting the issue again to get more attention , the problem is unsolved and demanding immediate attention. We have noticed a strange issue in treatment of VAT. The VAT is calculated in AP correctly and reflected in VAT report as well…
  • VAT recording

    Dear Team, We have noticed a strange issue in treatment of VAT. The VAT is calculated in AP correctly and reflected in VAT report as well. However, while posting in GL it has been split into two base accounts named 1601 and 1690. Below is an example…
  • Report Designer report to show cost code description if the group cost code is equal to yes.

    I have a report in Report Designer that pulls data from JC - Transaction. I'd like a totaling line to return the cost code description if the group cost code is true. However, JC - Transaction does not contain the group cost code. I've played around with…
  • Cities that have their own sick leave requirements in addition to what the state requires?

    How do you deal with multiple cities that have their own sick leave requirements in addition to what the state requires? The state has provisions to put in a lump sum and not accrue or roll over but we are starting to do business in certain municipalities…
  • Pay ID Formula

    Is there a way to setup a payroll formula to set up a new Pay ID that adds a premium to regular rate for a shift differential? We do not want to add the shift column to our time entry since we use hh2 and it would cause changes in how we import time from…
  • Not Calculating Fringes Correctly

    We are running Sage 18.4.1. We just went live a couple weeks ago and noticed something was off with our fringe calculations. In the Union set up the pays and fringes are set to total hours as the calc method. The fringes should be only calculated based…
  • Where are formulas being used

    I am trying to find out if there is a PSQL query or a report that I can run that will show me where formulas are being used - or if they are. So, if a formula is being used, is it used in another formula, report, etc. I have 100's of formulas & reports…
  • Formula MAX Pay Period End Date

    Looking for a formulaa to simply look into the PR-Check table and return to me an employees maximum date within the Pay Period End Date field . As the help file suggests, the MAX function is only used for numbers and Sage doesnt like it when I try to…
  • Missing payroll formula error message for Louisiana state income tax after March 2018 payroll tax update

    We have had some reports from customers in Louisiana regarding state income tax withholding. Please reference KB 90129 for details and a simple resolution.
  • PR formula to lookup employee rate

    We are trying to create a formula that will provide the hourly rate for an employee that can then be used in fringe calculation formulas. I can use a basic LOOKUP if there are only 2 Pay IDs. We have 4 different Pay IDs under two Pay Groups that we need…
  • Report Designer - NEWDATE to generate LM(Last Month) and MTD(Month to Date)

    I am really stuck, have spent too much time spinning my wheels on this. I have created a new report with values coming from Job cost, Contracts, Billings etc all coming from transactions using Accounting Dates. I am using a Prompt so I have a "Cut-off…
  • Formulas

    FormerMember
    FormerMember
    I have a simple formula I'd like to use for my overhead calculation. However the table I'd like to to use (Roupe) list the item multiple times for each operation. i only want my formula to calculate off of operation 10. How would i do this? Here's the…
  • Trying to setup an Accrual formula that "resets" on the anniversary of an employees hire date

    I am trying to create a formula that will "reset" the number of hours an employee has accrued on the anniversary of their hire date. For example, if I have 56 hours of sick & my hire date is 9/5/2016, I want it to "reset" to 40 on 9/5/2017. If I only…
  • Is it possible to add a material cost per unit at the assembly level in Sage Estimating Extended?

    I want the ability to add a material cost per unit at the assembly level. This way, I can create a variable that will allow my users to enter a material price per unit and a quantity of units. Please inquire if you need more information. Thanks, …
  • How do I make a new payroll formula based on a percentage of gross pay?

    I need to first compare 15% of Gross Pay to a flat amount of $114.75. If 15% of Gross Pay is greater than $114.75, then use $114.75. If 15% of Gross Pay is less than or equal to $114.75, then use 15% of Gross Pay. Here is the formula I have so far that…
  • not greater than formula

    Can I set up a payroll formula for my employer portion of Simple IRA to say 3% but not greater than the employees contribution? I have a few EEs who contribute a flat rate and I am not sure how to get them to calculate the 3% and then one who is paid…
  • I need to alter my Labor Man Hours to a rounded number without affecting my takeoff numbers

    Hello, I am looking for a solution to a puzzling situation I have come across. I am entering data into the takeoff for my materials, and am getting exact numbers for my labor man hours based on the coinciding labor amounts. However, I wish to round…