1. HR and Payroll in Microsoft Dynamics GP 2013
Module 3: Process Payroll

2. Terry Heley| Escalation Engineer
03 | Process Payroll
Terry Heley| Escalation Engineer

3. Module Overview Pre-Posting Reports Default Setup
Build, Calculate, Print Checks, Post
Generate ACH File
Void Checks

4. Introduction Pre-Posting Reports
Pre-posting reports is a great benefit to avoid incorrect posting accounts in General Ledger

5. Introduction Default Setup
Save time in payroll processing by setting up defaults

6. Build, Calculate, Print Checks, Post Introduction
Critical errors on Calculate Checks
Default alignment
Edit Payroll Distributions
Mandatory Arrears
How to make it easier…..
855655 Federal Tax Calculation
Here would be a detailed example to use
Back up your databases if you do not have a good back up Delete the audit trail code out of these tables Where I have UPRCC , put your audit trail code that was posted in its place delete UPR30100 where AUCTRLCD='UPRCC ' delete UPR30200 where AUCTRLCD='UPRCC ' delete UPR30300 where AUCTRLCD='UPRCC ' delete UPR30400 where AUCTRLCD='UPRCC ' delete UPR30401 where AUCTRLCD='UPRCC ' Run a reconcile to remove from summary Tools | Utilities | Payroll | Reconcile for the year Delete the payroll work tables Delete DYNAMICS..UPR Delete DYNAMICS..UPR Delete UPR Delete UPR Delete UPR Delete UPR Delete UPR Delete UPR Delete UPR Delete UPR Delete UPR Delete UPR Delete UPR Delete UPR Delete UPR19901

7. Introduction Generate ACH File
NACHA formatted direct deposit file to send to your financial institution

8. Introduction Void Checks
Payroll void checks to back out any incorrect check posting information

9. What We Learned – Module 3: Process Payroll
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

10. What We Learned – Module 1: Microsoft Dynamics GP Overview
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

11. HR and Payroll in Microsoft Dynamics GP 2013
Module 4: HR and Payroll Utilities, Year-End, and Reporting

12. Terry Heley| Escalation Engineer
04 | HR and Payroll Utilities, Year-End, and Reporting
Terry Heley| Escalation Engineer

13. Module Overview Reconcile Modify Payroll Code Names Payroll Year-End
Excel Reports

14. Introduction
Reconcile
Payroll Reconcile
HR Reconcile

15. Modify Payroll Code Names
Introduction
Modify Payroll Code Names
New to Dynamics GP 2013, ability to modify pay codes, deductions and benefits

16. Introduction Payroll Year-End
Payroll Year-end planning is important for a smooth payroll year-end
Blog
Hot Topic

17. Letter Writing Assistant
Introduction
Excel Reports
Benefit SmartList
Reports
Reporting
SmartList Designer
Excel Reports
Excel Reports
Employee Attendance Detail - Provides a list of balance info for employees HR
Hour - Detailed list of time taken/accrued for HR
HRP Combined - Contains pay rate and HR time code balance information
Primary Pay - lists each employee & their hourly or salary rate
PTO Liability - Calculates employer liability for accrued PTO
If you wish to be able to export a larger amount of records to MS Excel, we would recommend using something like Excel Reports available in I would recommend looking at KB article 'Frequently asked questions about the new Excel Report Integration in Microsoft Dynamics '. The link to this article is here: As it mentions in this article, by default, the Excel Reports in Dynamics GP 10.0 are created based on existing SmartList favorites. These reports use an Office Data Connection (ODC) to update data at any time the report is run.
Letter Writing Assistant

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

19. What We Learned – Module 1: Microsoft Dynamics GP Overview
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