HR and Payroll in Microsoft Dynamics GP

2013Module 3:Process Payroll

Click to edit Master subtitle style

03 | Process Payroll

Terry Heley| Escalation Engineer

• Pre-Posting Reports

• Default Setup

• Build, Calculate, Print Checks, Post

• Generate ACH File

• Void Checks

Module Overview

Introduction

• Pre-posting reports is a great benefit to avoid incorrect posting accounts in General Ledger

Pre-Posting Reports

Introduction

• Save time in payroll processing by setting up defaults

Default Setup

IntroductionBuild, Calculate, Print Checks, Post

Critical errors on Calculate Checks Default alignment

Edit Payroll Distributions

Mandatory Arrears

How to make it easier…..

Introduction

• NACHA formatted direct deposit file to send to your financial institution

Generate ACH File

Introduction

• Payroll void checks to back out any incorrect check posting information

Void Checks

• How to use the new default setup in Microsoft Dynamics GP 2013

• Use payroll edit distributions to quickly fix default accounts

• How to process a payroll with direct deposit

• Insight into payroll pre-posting reports to ensure proper payroll posting

• Use void checks to remove an incorrect posting

What We Learned – Module 3: Process Payroll

• Understand some of the key functionality available in Microsoft Dynamics GP

• How transactions flow and integration occurs within the application

• Identify options for user’s to personalize how the product works

• Understand basic security options in Microsoft Dynamics GP

What We Learned – Module 1: Microsoft Dynamics GP Overview

HR and Payroll in Microsoft Dynamics GP

2013Module 4:HR and Payroll Utilities, Year-End, and Reporting

Click to edit Master subtitle style04 | HR and Payroll Utilities, Year-

End, and Reporting

Terry Heley| Escalation Engineer

• Reconcile

• Modify Payroll Code Names

• Payroll Year-End

• Excel Reports

Module Overview

Introduction

• Payroll Reconcile

• HR Reconcile

Reconcile

Introduction

• New to Dynamics GP 2013, ability to modify pay codes, deductions and benefits

Modify Payroll Code Names

Introduction

• Payroll Year-end planning is important for a smooth payroll year-end

Payroll Year-End

IntroductionExcel Reports

Excel Reports

Benefit SmartList

SmartList Designer

Email Reports

Reporting

Letter Writing Assistant

• How to use the payroll and HR reconcile function and impact

• Use modify payroll codes new to Microsoft Dynamics GP 2013

• Use Excel reports to simplify your reporting needs

• Insight into running the payroll year-end close

What We Learned – Module 4: HR and Payroll Utilities, Year-End, and Reporting

• Understand some of the key functionality available in Microsoft Dynamics GP

• How transactions flow and integration occurs within the application

• Identify options for user’s to personalize how the product works

• Understand basic security options in Microsoft Dynamics GP

What We Learned – Module 1: Microsoft Dynamics GP Overview