Payroll Update If You Are in Oregon

By Bryan Wilton, President

 

If you do payroll taxes in Oregon, listen up!  The Standard Deduction and Personal Exemptions were not updated correctly with Round 2. I reposted everything today. If you run payroll in Oregon, reinstall the tax update to verify your tax information is correct, it is a small amount, but always good to be on the latest tax tables. If you have already applied round 2, you will get this warning, say yes and GP will install the new tables for you.  Date remains the same.

MS3 was 4315 should be 4350, S2 was 2155 should be  2175, S3 was 4315 should be  4350, Personal exemption amount was 195 should be 197.

As a reminder for Dynamics GP 2013 users – end of support for taxes / year end is April 2018, which really is right after Year End next year.  If you are on GP 2013, we would encourage you to consider upgrading this year to be prepared.  We are hearing from Microsoft that they will have a very minimal Year End update for GP 2013 this fall/winter. It will be best to get on GP 2016 and enjoy the new features.

Click here to check out a great video on GP 2016 R2.

Payroll Update If You Are in Oregon

By Bryan Wilton, President

 

If you do payroll taxes in Oregon, listen up!  The Standard Deduction and Personal Exemptions were not updated correctly with Round 2. I reposted everything today. If you run payroll in Oregon, reinstall the tax update to verify your tax information is correct, it is a small amount, but always good to be on the latest tax tables. If you have already applied round 2, you will get this warning, say yes and GP will install the new tables for you.  Date remains the same.

MS3 was 4315 should be 4350, S2 was 2155 should be  2175, S3 was 4315 should be  4350, Personal exemption amount was 195 should be 197.

As a reminder for Dynamics GP 2013 users – end of support for taxes / year end is April 2018, which really is right after Year End next year.  If you are on GP 2013, we would encourage you to consider upgrading this year to be prepared.  We are hearing from Microsoft that they will have a very minimal Year End update for GP 2013 this fall/winter. It will be best to get on GP 2016 and enjoy the new features.

Click here to check out a great video on GP 2016 R2.

Report Definition in Management Reporter

By Annette Brown, Senior GP Implementation Consultant

Are you using FRx today and you know you need to move to a new reporting tool? Watch our recorded webinar, which covered Management Reporter and what it can offer you in reporting as well as how you can easily migrate from FRx.

In Management Reporter, what is the base period? 

Think of “base” as a parameter getting filled in when the report is run.  You fill this in by choosing a Report Date.

“Base” Period refers to the “month” chosen on the Report Definition.  The green Arrow is the “Base” Month, the Red arrow is the “Base” Year.

NOTE: Base Period is defined in the way you have set up the fiscal periods in your GP.  Some have just 12 to represent monthly buckets, some have 13 (and use 1 for an adjusting period), and others have set up 52 periods and their periods represent weeks.

Report Definition

“Base” is used in the Column Definition to adjust the time frame returned to the report.  This is how you make the report dynamic and give you the appropriate “Period” and “Year”.  It is what allows you to run the report for any Report Date chosen at run time.

Column Definition

Where can I get training on how to set up our reports with columns and rows?

InterDyn BMI offers in-depth training of a variety of classes and per-company based training classes. Annette Brown would be happy to discuss options if you are interested in further training.

How do you switch the report definition screen for multiple companies?

This all depends on if you are using a tree in your report and how your tree is set up. You can do this by clicking on the arrow in the company name.

However, in the below report definition example, I am using a tree. Therefore, it will pull the company from the tree setup.

Where can I get sample reports?

NOTE: You will have to be on at least CU6 to have this option and see sample reports.

To learn more, you can watch Let’s Learn Management Reporter on YouTube now.