• Reporting of Term Life and Accidental Insurance over $50,000

    Our company pays for $100,000 for group term life insurance and $100,000 for accidental life insurance. I did not realize that the employee was responsible to pay taxes on the portion of life insurance above $50,000 that the employer pays. Is the employee…
  • payroll vacation and wage rate tracking

    I used Sage 100 before and they had a benefit tracking system. you could put in the dates someone had vacation time renewal and then put in the hours and track the usage. Does Sage 300 CRE have something similar to this that you put in the date and…
  • Formula for 401k and ROTH

    Good Morning, I was wondering if anyone has a formula created for 401k and ROTH, I know the combined contribution between the two cannot exceed $19,500 in 2020 but I have employees who have both and the system has a limit on 401k of $19,500 and ROTH…
  • Subtotals in AP (Select Invoices to Pay)

    When I go in AP to set invoices up for payment ... AP - Tasks - Select Invoices to Pay - On Screen List. Is there a way to show subtotals for each of the vendors / suppliers I am paying? I do see that I can go in and view the total (by going into…
  • Is it possible to alter labor hours using a calculation without changing the takeoff unit to hours in Estimating Extended?

    I want to add a calculation in my assembly that will change the labor hours behind the scenes. My takeoff unit is EA and I don't want to change that. For example: If I have a qty of 10, I want my labor hours to be unaffected. If I have a qty of…
  • 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…