Is there a possibility that I can import my payroll files directly into the NEXT YEAR batches?

Currently the system is allowing the entry to land in the Current Year batches, then we have to copy to Next Year, change the date and fiscal period, then delete the Current Year entry...

A more direct method for these entries to land in the Next Year batch would be helpful.


Thanks a bunch!

Hello Esther,

What Payroll program are you using?

Hello Andrew...

I am using Ceridian however, my payroll JE is much more complicated than most.

I transfer two corporate payroll data files into an excel format, add accruals etc. and dispurse the totals to each corporation.

I matched the header details to the report that is imported from my Opera system.

I reviewed both files to realize that neither are accepted into the NEW YEAR.

I have however realized that a MOVE is easy and we can carry on in this way. If there is an alternate option, it would be nice.

Thanks

Hi Esther,

In the Import Batches function, there is a 'Fiscal Year' field that you can add to the 'Field Defaults' tab of the Import template. When choosing to default the Fiscal Year when importing a batch, you will see a drop-down field that will allow you select the appropriate fiscal year (ie "2009-") to import to.

This would allow you to import directly to the Next Year batch system, rather than importing to the Current Year and then moving to the Next Year.

Perfect!

I found it and am sure that this will be resolved!!

I love it!