BTerrell Group Blog

Troubleshooting Sage 300 ERP Payroll

Posted by Kevin Yu on Wed, Jan 14, 2015

I ran across an interesting issue I had not seen before when working with a customer’s Sage 300 ERP payroll last week. We found one pay period where employee “Bob” had a check amount of $1,500 that did not match their payroll register details. Bob’s payroll details usually included five earning details, one for each day of the week, as well as deductions and tax details. In this case, the report was only showing one earning detail for $400 and no deductions or taxes. It was clear that details were missing from this report.

The first thing I tried was running a data integrity check with the fix minor errors box checked. When that finished running, I checked the check amounts and payroll register details again, and the numbers now matched, but it actually changed the historical check amount to $400 to match the inaccurate payroll register report.

Next, I decided to dive into the database. Running a few SQL queries revealed something interesting. When my query filtered the results on the period end date (PEREND = 20140901), the result was one detail line for $400, matching what showed up in the payroll register report. However, when I changed my filters to include a range of dates instead, my query returned the full list of transaction details that totaled the $1,500 original check amount.

I tried updating the data in the PEREND column, but got an error message…


This led me to believe there to be an issue with the indexing in this table. I then ran this query to reindex the table…


After that, I ran a query using the period end date equals filter again and all the details matching the $1,500 total are returned. I ran the data integrity check with fix minor errors again, and now both the transaction history report and the check amount have a total of $1,500.

I thought this would be worthwhile to share because I had not seen this issue before. I hope this will help if you run into a similar issue. 

Tags: payroll

HRMS Ready for Intacct

Posted by Brian Terrell on Thu, Jul 10, 2014

Intacct delivers a Best-in-Class cloud accounting and finance application which easily integrates with other Best-in-Class cloud solutions like Salesforce, Avalara, Docassist, Nexonia, Orange Leap, and KeyedIn. These Best-in-Class software partners link to and share transactions seemlessly with Intacct using Intacct Platform Services or web services. However, one important area of business process and functionality seems missing from the mix – Human Resource Management.

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Human Resource Management Systems (HRMS) maintain and automate the critical functions surrounding a business' most important asset -- the employees who provide the company with knowledge and labor. HRMS functionality includes much more than just payroll processing. These systems manage an employee's complete demographic record, administer the company's benefits plans, accrue paid time off, and automate recruiting.

Over the years, some payroll partners have tried to integrate with Intacct, but they have never succeeded in a Best-in-Class way. And remember, HRMS means much more than just Intacct Payroll, anyway. Best-in-Class integration implies bisynchronous, automated, and accurate communication from cloud to cloud. To get an idea of Best-in-Class integration, think about how a vendor check written in Intacct Accounts Payable automatically appears as a transaction in Intacct General Ledger. Or, how an invoice originated in Salesforce automatically appears as a transaction in Intacct Accounts Receivable. In addition, Best-in-Class means complete support for Intacct dimensions, a key component of Intacct's Best-in-Class pedigree.

Thus far, when it comes to HRMS, Intacct appears all dressed up with nowhere to go. But things may be changing, as a Best-in-Class HRMS partner looks closer than ever before.  Check back here often (or contact us) to find out more!

Tags: Human Resources, hrms, Intacct, payroll

Payroll Tax Update Now Available

Posted by Keith Karnes on Tue, Jul 08, 2014

The June 30, 2014 Payroll Tax Updates for Sage 300 ERP as well as the Sage HRMS Q214 Product Updates are now available. To download the Payroll Tax Update, login to and click on Sage 300 ERP downloads and updates or Sage HRMS downloads and updates, depending on your software. Click on Payroll Tax updates and choose the correct version of the update to download.

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Importantly, if you are using Sage ERP Accpac 5.6, this tax update release is the last update. To receive further updates, you must upgrade to a supported version of Payroll for Sage 300 ERP.

Please give us a call if you have any questions or require any assistance with getting this update installed.

Tags: Sage 300 ERP, payroll, update

Five Things to Look for in a Payroll Processor

Posted by Brian Terrell on Thu, Jun 12, 2014

According to the National Small Business Association (NSBA), one in four small businesses that process payroll internally spend more than six hours per month on payroll. That’s at least 72 hours per year! Many times, though, small- and medium-sized business (SMB) owners are responsible for processing payroll. The function of payroll is not just issuing checks; it includes keeping up with commission, changes in personnel, and tax requirements. All of these “extra items,” which are integral for businesses, consume not only valuable time but also key company resources.

The cost of internal payroll processing aside, outsourcing payroll can be scary for many small business owners; it was for me, at least until I understood the reduction in risk and benefits attained. By choosing a trustworthy payroll processor, SMB owners actually outsource compliance risk, ensure accurate and timely calculations, and free up time to focus on big picture goals and customers, rather than payroll tax calculations.

Specifically, I believe an outstanding payroll processing partner will:

  • Offer full, secure bidirectional cloud integration to your ERP solution (no importing/exporting of information)
  • Recommend that payroll and Human Resource Information Systems (HRIS) share a database
  • Provide an employee portal where staff can view historical paychecks and W-4s, change addresses, file a new W-9, and add a new direct deposit bank account
  • Offer both PaaS (payroll as a service - traditional model) and PSaaS (payroll software as a service – meaning you manage all compliance and tax liabilities just like before…the software is just hosted)
  • Offer optional time-keeping, benefit administration, recruiting, and other HR services

Five Things to Look for in a Payroll Processor

Choosing to move to an outsourced payroll processor can be a viable, cost-effective decision for many SMBs, but it can also be your biggest headache if not chosen wisely. Contact us to discuss the pros and cons of outsourcing payroll as it relates to your specific business needs so you can focus on what your do best…your services, products, and customers!

Tags: payroll processor, outsourced payroll processor, outsourcing payroll, payroll

U.S. Payroll Tax Update Available for Download

Posted by Meredith Gooch on Thu, Jun 30, 2011

Important updates to tax withholding and magnetic media changes will be required for some states that will affect your businesses. Sage incorporated these changes into the Sage ERP Accpac June 30, 2011 payroll tax updates, which are available now to download. The following versions are available to U.S. Payroll Customers:
Version 5.5N
Version 5.6J
Version 6.0E
To download the update, you must have a current Payroll Update Plan (PUP) or be a Priority Software Support (PSS) subscriber as of the tax table effective date. PUPs are only available via download. If you have any questions about this or any other Sage Accpac-related inquiries, please let us know. We're happy to help!

Tags: Accpac Payroll update, Accpac payroll, payroll