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Today’s Presenters

Kelly Hummel | Net@Work Sage 300 ERP – Practice Director

Sonia Gray | Net@Work Sage 300 ERP – Consulting Manager

Net@Work Overview – Solutions & Services

Payroll v7.2 What’s New?

Sage 300 Payroll v7.2 Changes

Effective January 2016 Sage will exclusively support Payroll version 7.2. Support for previous versions will be discontinued, and tax updates for these versions no longer released.

Applies to both US and Canadian Payroll

Sage Payroll 7.2 is compatible with Sage 300 versions 2012, 2014, and 2016 (when released in the fall).

Customers on Payroll 6.0 will need to upgrade their entire system and all modules to be compatible with Sage Payroll 7.2.

New Module – My Workforce Analyzer – now included FREE

Payroll Tax Updates Important News!

7.2 Canadian Payroll Fresh, Modern Look and Feel We’ve updated a selection of payroll transaction screens and desktop icons to make it easier to find information and complete tasks. Redesigned buttons (such as Check List and Check Inquiry and Calculate Payroll) are clearer and more meaningful.

7.2 Canadian Payroll General Ledger Segments Extended Support The earning, deduction, and tax General Ledger segments now post with six segments identified if you use Cost Center Overrides and set up the new segments in Payroll G/L Integration (Payroll Setup > G/L Integration > Segments tab). This means payroll uses the segments from the employee-level setup or the timecard use the Regular Expense account. In order for the segments to post to your G/L, you must first make sure the checkbox Cost Center Override Allocated on Calc Base is selected on the Earning/Deduction or Tax code setup. Important! Using the three new segments is optional. However, once you set up the segments in Payroll G/L Integration and use them in payroll, the defined segments cannot be modified. Allow Overrides of These Cost Center Segments This section in Payroll Setup > G/L Integration > Segments continues to function the same. Segment edits for these segments in a timecard continue to override employee-level G/L assignment (Employee Payroll > Pay tab). Select Up to Three Additional Segments for Account Allocation This new section in Payroll Setup > G/L Integration > Segments is designed so you can define which segments should be used for your payroll account allocation, and use them at an account distribution level. You cannot override these accounts where Cost Center Overrides are typically available in payroll.

7.2 Canadian Payroll

7.2 Canadian Payroll

General Ledger Segments for Workers’ Compensation With this release, payroll processing accurately impacts G/L segments specific to Workers’ Compensation with overtime and shift expenses set up when Segments (for Cost Center Override) are used in timecards. Other expenses are impacted by the Regular Expense account if the two selections are used (Subject to Workers’ Compensation and Cost Center Override Allocated Based on Calc) in the Earning/Deduction Code setup (Payroll Setup > Earnings And Deductions). Note: The additional segments (those added in Payroll G/L Integration with this release) for Workers’ Compensation default to the settings in WC Codes setup (Payroll Setup > Workers’ Compensation Codes). These segments cannot be overridden in the timecard.

7.2 Canadian Payroll

7.2 Canadian Payroll T4A and RL-2 Reporting Options for Earning/Deduction Codes When setting up a new code under Payroll Setup > Earnings And Deductions, you can now indicate whether employee amounts should be reported on the T4A (Statement of Pension, Retirement, Annuity, and Other Income) or the Relevé 2 (Revenus de retraite et rentes). This new selection is combined with the existing T4 and R1 menus as displayed on the Employees tab of the Earnings/Deduction Codes setup window.

7.2 Canadian Payroll Note: If you indicate that Earning/Deduction Codes should be reported on the T4A or the Relevé 2, amounts reported to the code will not be included on the T4 or Relevé 1 Forms. If an employee is paid amounts reported to both the T4/RL-1 and T4A/RL-2 within a calendar year, while the amounts paid will be appropriately reported, the tax amounts are both included on the T4/RL-1. This is in compliance with CRA specifications. Tip: On Setup > Payroll > Earnings/Deductions Codes > T4/T4A Reporting and R1/R2 Reporting, if you need to select a form box not listed in Sage 300, you can select T4A - Other Information, and/or R2 - Other Information. Here you can enter the box number in the code field and description for the box from the T4A or the RL-2 forms to help identify the amounts during payroll processing and reporting.

7.2 Canadian Payroll Next, use the new report available in Payroll Transaction Reports, Earns/Deds Summary for T4A/R2, to review the amounts to enter on the T4A and Relevé 2 forms when you are ready to file. Important! Filing for the T4A and Relevé 2 forms is not supported.

7.2 U.S. Payroll Affordable Care Act Integration: My Workforce Analyzer Now you have the power to track and analyze your company information so you can make the informed decisions necessary about healthcare and the Affordable Care Act (ACA) requirements. With My Workforce Analyzer, you can analyze your employee hours to determine if you qualify as a large employer. You can determine coverage affordability, explore the pay-or-play decision (offer coverage or take the penalty), and examine employee hours in order to monitor and manage part-time and full-time eligibility. All of this is at the touch of your fingers and delivered through your secure Sage 300 program. Under the Affordable Care Act (ACA) there are many decisions you must make for the success of your business, including managing employee work schedules and healthcare expenses. Use My Workforce Analyzer to create the required ACA forms and to review a regulations-based analysis of your workforce data so you can determine the best course of action for your company.

7.2 U.S. Payroll Fresh, Modern Look and Feel We’ve updated a selection of payroll transaction screens and desktop icons to make it easier to find information and complete tasks. Redesigned buttons (such as Check List and Check Inquiry and Calculate Payroll) are clearer and more meaningful.

7.2 U.S. Payroll General Ledger Segments Extended Support The earning, deduction, and tax General Ledger segments now post with six segments identified if you use Cost Center Overrides and set up the new segments in Payroll G/L Integration (Payroll Setup > G/L Integration > Segments tab). This means payroll uses the segments from the employee-level setup or the timecard use the Regular Expense account. In order for the segments to post to your G/L, you must first make sure the checkbox Cost Center Override Allocated on Calc Base is selected on the Earning/Deduction or Tax code setup. Important! Using the three new segments is optional. However, once you set up the segments in Payroll G/L Integration and use them in payroll, the defined segments cannot be modified. Allow Overrides of These Cost Center Segments This section in Payroll Setup > G/L Integration > Segments continues to function the same. Segment edits for these segments in a timecard continue to override employee-level G/L assignment (Employee Payroll > Pay tab). Select Up to Three Additional Segments for Account Allocation This new section in Payroll Setup > G/L Integration > Segments is designed so you can define which segments should be used for your payroll account allocation, and use them at an account distribution level. You cannot override these accounts where Cost Center Overrides are typically available in payroll.

7.2 U.S. Payroll

7.2 U.S. Payroll General Ledger Segments for Workers’ Compensation With this release, payroll processing accurately impacts G/L segments specific to Workers’ Compensation with overtime and shift expenses set up when Segments (for Cost Center Override) are used in timecards. Other expenses are impacted by the Regular Expense account if the two selections are used (Subject to Workers’ Compensation and Cost Center Override Allocated Based on Calc) in the Earning/Deduction Code setup (Payroll Setup > Earnings And Deductions). Note: The additional segments (those added in Payroll G/L Integration with this release) for Workers’ Compensation default to the settings in WC Codes setup (Payroll Setup > Workers’ Compensation Codes). These segments cannot be overridden in the timecard.

7.2 U.S. Payroll

Start Time: 2:00pm EST

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Affordable Care Act ACA and Impact on PR

The ACA contains healthcare responsibilities for employers based on the number of employees in an organization. Employers with 50 or more full time employees (or a combination of part time and full time equivalent (FTE) employees equal to 50 full time employees) are subject to the Employer Shared Responsibility provisions of the ACA.

Sage 300 and the Patient Protection and Affordable Care Act

Q: How will Sage 300 support ACA reporting? A: Sage 300 has been extensively updated to include assistance with ACA reporting, including help with: • Determining the number of hours an employee worked • Determining if an employee is full or part time • Determining if the number of part time employees together equal a full time employee (FTE). • Showing healthcare coverage costs to determine affordability • Tracking self-insured employee coverage • Reporting employer-sponsored health care coverage on W2 forms

Q: Which ACA forms can I print with Sage 300? A: Sage 300 allows you to print both forms, 1094-C and 1095-C Q: Does Sage provide ACA training? A: Yes, on-demand ACA training is available at no charge to Sage customers and partners at the Affordable Care Act center on Sage City. http://sagecity.na.sage.com/p/aca

Sage 300 and the Affordable Care Act – Frequently Asked Questions

My Workforce Analyzer Demonstration

Start Time: 2:00pm EST

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Thank You!

For any questions or information contact:

Kelly Hummel | Net@Work Phone: 636-928-5000 khummel@netatwork.com

Sonia Gray | Net@Work Phone: 206-494-0366 sgray@netatwork.com

URL for Sage’s ACA information site: http://sagecity.na.sage.com/p/aca