Custom Report- Payroll and Date Hired

[JKing]

I'm trying to create a custom report using Total Gross Payroll per active employee, YTD will be fine, Date Hired, and Employee Names of Active Employees only. I can't find out how to have only Active Employees in the Payroll sector displayed and can't pair it with date hired since that doesn't show up on the Payroll report options. I then want to export to Excel and use some formulas to find out if they meet our IRA eligibility requirements thereby creating a list of employees to notify. Any ideas on the Peach side of this problem?

Thanks,
Jon

[rick Prindivill]

You can use Crystal Reports to select only ACTIVE employees, listing Date Hired etc. Crystal Reports can be exported to Excel if still required. Chances are that you could incorporate your IRA eligibily requirements into the Crystal Report selection criteria.

Crystal Reports comes with Peachtree Premium and related vertical products.

You can contract a Peachtree Certified Consultant to assist you in writing such a report, if applicable.

[JKing]

Thanks. I try it out. I also need to do a State UI report in a very special Excel or Comma Delimited .txt document. Do you think Crystal would be able to help with this?

Here is a sample line.

Acct Number,Unit Number,Year/Qtr, Pd 12 of 1st month, Pd 12 of 2nd month,Pd 12 of 3rd month,Social Sec No, Last Name, First Name, Middle Initial, Gross Wages for Qtr, Hrs Worked, Officer Code.

This needs to be done for all employees.

Do you think Crystal would be able to handle this?

Thank you.

[rick Prindivill]

Acct Number = Employee ID?, Year, Qtr - Payroll is always premised on a calendar year, quarter is self explanatory. Pd 12 of 1st month = ?, Soc Sec.No. Last Name, Initial - easily pulled. What or where is Officer Code recorded.

[JKing]

Thanks for the reply, Rick. For Officer Code, If I can export the rest of the data from Crystal to Excel, I could manually do that part rather quickly.

Pd 12th of month, is whether or not the employee was paid on the 12th of the month. We pay people on the 10th of the month, so I've been manually looking to see if they were paid on the 10th of all three months, using "1" to indicate yes and "0" for no.

Acct Number is our State UI ID number. Unit number is merely "0000". Year/Qtr. would be for 3rd Qrt 2007, "20073"

Thanks,
Jon

[rick Prindivill]

You can use one or more of the User Defined or Custom Fields in each Employee Record to record information i.e. Officer Code etc. Acct Number or State UI ID can be pulled from the Company file. You may need to use one of the GETPEACH formulas to pull this data. See Peachtree's HELP file under Crystal Reports for an explanation and listing of the GetPeach formulas.