• W-2's using Aatrix

    Noticed a couple of issues on this years W-2's... wondering if anyone else has noticed: 1. WA Long Term Care tax is listed as a local income tax. I wasn't aware that this was going to be listed separate on W-2's, is it supposed to be? 2. Out of State…
  • Report that shows wages for a particular job

    I m looking for a report that shows employee's name and wages for a particular job and a certain time frame.
  • Deleting Cost Codes

    If I have a Cost Code that we no longer use and I want to delete it from the list, what are the ramifications of doing this? If I ran a report where costs were associated to the Cost Code, would they disappear? Would to Description of this Cost Code…
  • Job Cost Report Missing Entry

    On the Job Cost Report for one of my jobs, the Subcontract total for a specific cost code is missing the amount of one invoice. The invoice was correctly put to the corresponding Commitment. The correct amount shows up on all other JC reports. But for…
  • Sage 300 Construction - Job Cost Sheet Cost Code Collapsed

    When you run a Job Cost Report and some of the Cost Codes show no details and the JTD Cost column is 0.00 but the Remaining column has say $15,000.00. This tells me there are entries for that Cost Code (say Hvac - Rough in 10-18-010) but the report shows…
  • 2023 1099 using boxes 5, 6, 7

    I have a subcontractor we are issuing a 1099 to and need to fill information in boxes 5, 6 and 7 with numbers. Does anyone know how to do this?
  • Aatrix printing actual paper w-2's

    Is there anywhere that an exact step by step process is listed for processing and PRINTING w-2's from Aatrix? I keep getting the same result when trying to print - draft copy. I don't need another draft copy , I need the actual w-2's to print. I am obviously…
  • Employer sponsored health insurance on W-2's

    I forgot to enter my employer sponsored health insurance fringe before I closed my payroll year. Can I go back and enter checks in the prior year just to get this fringe recorded? Or can I just enter the information and dd code when I'm in Aatrix doing…
  • print 1099's on government forms

    We use Sage 300 CRE and still want to print 1099's on the red forms. Aatrix is printing everything like it is a blank sheet of paper and the boxes do not line up with the forms. Is there a way to still print on the government forms?
  • Payroll Deductions (401k, HSA, etc) not automatically showing up on W2 via Aatrix

    In Sage 100, the option is in Deduction Maintenance to map the amounts to be listed on the W2. (ie 401k - Box 12 - Code D). Not finding that same option in Sage 300 Construction and Real Estate. Is there no other option to print that information on the…
  • job cost

    I need a report that shows all employees that worked on a certain job on a certain day. Can someone help me?
  • Trade name does not appear on W2

    Hey folks, We are a corporation doing business as another company. I used to be able to get both the corporation name and the DBA on our W2s, but now it only prints the corporation name. Both are listed in the company setup in Aatrix, and both print on…
  • Sage 300 CRE 2023 T4 Reporting - Any info about the new Box 45 on Canadian Payroll T4's for Employer offered Dental Benefits?

    Sage 300 CRE 2023 T4 Reporting - Any info about the new Box 45 on Canadian Payroll T4's for Employer offered Dental Benefits?
  • Aatrix Ohio Municipal Tax on W2 nightmare

    Aatrix has changed the W2 entry process for municipal tax. You can no longer manually insert a municipality column on the W2 entry spreadsheet. You have to select from an Aatrix generated municipality, which does not link to the municipality set up in…
  • 2024 Payroll

    Is any one having issues with the new 2024 YTD totals on salaried employees. I have a few, but not all salaried employees, that are taking the last P/R of 2023 + the First Payroll of 2024 in the YTD totals?
  • OHIO Quarterly Tax Reporting

    Trying to complete my Quarterly reporting for the the 4th Qtr for Ohio. We have never had employees in Ohio before. Does anyone know what reports have to be submitted quarterly and at end of year? Also need to do for the city of Ohio. I have done my monthly…
  • Quarterly Employee Count Report

    I have just run my Quarterly Payroll Reports. My Quarterly Employee Count Report is missing 4 employees. But these 4 missing employees have wages on the rest of the reports (Subject to Employer & Subject to Employee). The one thing in common with these…
  • Sales Lead in SM

    Does anyone use the Sales Lead feature in Service Management? I have set up Lead Types under Setup- Sales Lead. Now when I go to a work order, on the general tab, and use the drop down meanu for 'Sales Lead', nothing is listed. It says NONE. How can I…
  • Subcontractor List

    How do I create a report that will show me a summary balance total paid to a Vendor/Subcontractor in a specific time period ?
  • Property Management Batch Rental Invoice Processing?

    Can the Property Managment module allow for Batch Rental reoccurring invoices via e-mail to multiple tenants? Is anyone doing this and how can it be set up and processed monthly.
  • Export to Excel

    I used to be able to export to excel when doing an inquiry in AP. All the sudden it is giving me an error message: This Program has quit. Unhandled exception. I wasn't able to find help in the Knowledgebase. Does anyone have an idea on how to fix this…
  • Report showing employee hours and wages

    I m looking for a report that shows employees hours and wages
  • Payroll

    What is the correct steps to run a payroll register for the year?
  • Payroll 2024 CPP2

    Hello. CRA introduced CPP2 in 2024. Just wondering if this will be included in new year tax table? As it is required to be put in the new box 16(a), should there be a separate tax ID created for year 2024? Thank you.
  • Report Formulas

    I would like to create a report that shows me vendors without an invoice during the past 15 months. I know I can create a condition each time for "last invoice date <= (date 15 months prior). Or create a condition based on input. Is there a way to create…