AviontéCLASSIC Back Office Release Notes - MAY 2024

ūüöÄ What's New

Release Date: 05/24/2024

1. PSD Codes | Add new system DRM for missing worksite PSD Code

Improvement: AvionteClassic has been updated to enable a DRM for missing PSD codes for worksite addresses.  The DRM has been made system level so users may not disable this. 

Why? Prior to this improvement - Quarter 1 filings had a lot of missing PSD codes.  Enabling this DRM ensures that the PSD codes are on paychecks during payroll processing and makes for smoother quarter-end filings.

How does this impact you?

Customers will no longer have the option to disable the DRM and will have to fix the employee's worksite that is triggering the DRM for a missing PSD code on the company record.  To add a missing PSD code, users will navigate to the Company record, select Edit Company, click See All next to Address Type.  The PSD code is generated based on the selected geocode and the school district code.  To ensure proper reporting, users should confirm the information by going to https://munstats.pa.gov/Public/FindLocalTax.aspx. 
For integrated clients, School District codes currently cannot be selected when adding an address to a company.  Users will need to navigate to the company record in back office and select a corresponding school district code that corresponds with the geocode that was selected.  A PSD code will generate based upon the selected geocode and school district code. 

KB Article: DRMs Payroll


2. PSD Codes | Fix and re-enable DRM for missing PSD Codes

Improvement: AvionteClassic has been updated to enable a DRM for missing PSD codes for resident addresses.  The DRM has been made system level so users may not disable this. 

Why? Prior to this improvement - Quarter 1 filings had a lot of missing PSD codes.  Enabling this DRM ensures that the PSD codes are on paychecks during payroll processing and makes for smoother quarter-end filings.

How does this impact you?

Customers will no longer have the option to disable the DRM and will have to fix the employee who is triggering the DRM for a missing PSD code on the employee record.  To add a missing PSD code, users will navigate to the Employee record, select Edit Employee, click See All next to Address Type.  The PSD code is generated based on the selected geocode and the school district code.  To ensure proper reporting, users should confirm the information by going to https://munstats.pa.gov/Public/FindLocalTax.aspx. 
For integrated clients, PSD codes are not generating when the employee's geocode and school district code are selected in BOLD.  To clear the DRM to continue the payroll process, a user can simply go to the employee record in back office, select Edit Employee, click See All next to Address Type and click on the geocode drop down arrow.  Doing so will automatically generate a PSD code.  


3. Sales Tax | Create new calc method for PR Sales Tax

Improvement: AvionteClassic has added a new sales tax calculation for calculating sales tax on Gross Margin to comply with Puerto Rico requirements. 

Why? Prior to the addition, Avionte did not have a way to calculate sales tax on the Gross Margin.  Gross Margin means net sales minus cost of goods sold, in this situation the tax is calculated on the difference between the bill amount and employees' wages paid to them.

How does this impact you?

To set up the sales tax using gross margin go to Admin Tools | System | Sales Tax.  Create a new sales tax for PR and use the CalcMethod dbo.bil_ProcessSalesTax_GrossMargin. 



4. Payroll | Add ability to pay out advance bank balances

Improvement: Avionte Back Office users will be able to pay employees the balance in the advance bank without having to go through a tedious process. 

Why? Given the nature of staffing, it is possible for an employee to have money owed to them but are no longer being paid.  This process makes it easier for a user to pay employees the balance in advance bank. 

How does this impact you?

There is a new Run Type when creating a payroll batch called Advance Bank Payout. When selecting Advance Bank Payout, if an employee has a balance to pay out in their Advance Bank they will appear in the Payroll Selection screen to be added to the payroll batch.  Processing payroll will then generate a paycheck for the employee and their Advance Bank will be depleted.  
KB Article: Process Payroll


5. Payroll | Update paystubs to display address used when payroll was processed

Improvement: AvionteClassic has been improved to store the employee's address used at the time of payroll processing so that when re-printing a historical paystub, the address displays correctly.  

Why? Prior to this improvement when re-printing an old pay stub for an employee, the pay stub would contain the employee's current address. 

How does this impact you?

On a go-forward basis, when re-printing an employee's pay stub, it will display the employee's address when payroll was processed.  

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