Getting the most from Sage 300 – Canadian Payroll

In this lesson we will discuss and show the setup and configuration of the payroll module.  At the end of this lesson, you will be able to configure you Sage 300 payroll module to meet your specific requirements.

• Options
• Optional Fields
• G/L Integration
• EFT Options
• EFT Combine
• Class Codes
• Earnings and Deductions
• Workers’ Compensation Codes
• Overtime Schedules
• Work Classification Codes
• Shift Differential Codes
• Income Tax

Lesson 2:  Payroll Setup Reports

In this session, you will learn about the many reports you can print from the Payroll Setup Reports folder to help you maintain a record of the information you entered while setting up your payroll.  You will learn how to use the report criteria to access the information needed, and how these report will help to manage the Payroll module.

• Options
• Optional Fields
• G/L Integration
• EFT Options
• EFT Combine
• Class Codes
• Earnings and Deductions
• Workers’ Compensation Codes
• Overtime Schedules
• Work Classification Codes
• Shift Differential Codes

Lesson 3:  Payroll Employees

In this lesson, you will learn the procedures for setting up and maintaining employees.  This lesson tells you how to modify employee information and delete terminated employees who are not referenced in your Payroll history file.

• Employees
• Employee Activity
• Employee Selection
• Assign Selection List to Emp
• User Security Setup
• Transaction History
• Assign Earn/Ded to Employees
• Update Earn/Ded for All Emp
• Update TD1 Claim

Lesson 4:  Payroll Employee Reports

In this lesson, you will learn about the reports printed from the Payroll Employee Reports folder that will help you maintain a record of employee information.

• Employee Information
• Employee Selection
• User Security Setup
• Transaction History
• Transaction History Audit
• Assign Employee Earn/Ded Audit
• Update Employee Earn/Ded Audit
• Update TD1 Claim Audit

Lesson 5:  Payroll Transactions

This section describes all the normal day-to-day operations of Sage 300 payroll.  After you have completed this section, you will be able to complete all the necessary steps involved in processing payroll transactions, such as entering timecards, calculating payroll, and printing cheques.

• Payroll Timecards
  • Timecard List
  • Timecards
  • Copy Timecard
  • Employee Timecards
  • Transfer Employee Timecards
• Calculate Payroll
• Payroll Cheques
• Cheque Lists
• Cheque Inquiry
• Manual Cheques
• Process Manual Cheques
• Post Manual (ATF) Cheques
• Generate EFT File
• Combine EFT Files

Lesson 6:  Payroll Transaction Reports

In this lesson, you will learn about the reports printed from the Payroll Transaction Reports folder that will help you maintain your payroll audit trail. These reports provide you with a transaction history of your payroll and snapshots of the payroll’s status whenever you choose.

Lesson 7:  Payroll Government Reports

In the lesson you will learn about the reports printed from the Payroll Government Reports folder that provide information on taxable income, withholding, employment insurance, and other required reporting for government taxing entities.

• CRA Remittance Info
• Ministere du Revenu Info
• Record of Employment
• Releve 1s
• R1s Electronic Filing
• T4s
• T4s Electronic Filing

Lesson 8:  Payroll Periodic Processing

In this lesson, you will learn about the periodic routines that you can perform in Sage 300 Payroll.

• Create G/L Batch
• Delete Inactive Records
• Find Duplicate SIN

Lesson 9:  Payroll Periodic Processing Reports

In this lesson, you will learn about the reports printed from the Payroll Periodic Processing Reports folder that will help you to find duplicate SINs and to keep track of deleted records.

• Delete Inactive Records Audit
• Duplicate SIN