Esther B wrote:We recently began using PC+ in our school. The church has been using PC, and switched to PC+ online last year, but has never used the payroll module. I have been processing the church payroll for quite a few years from home using excel workbooks that I created to do all the work for me.
At this point, I am still using our old system to continue the payroll data for the school and entering the total numbers in PC+ afterwards. But, I would thought it might be a good idea to enter YTD info and begin using the PC+ payroll module in order to print the W-2's at the end of the year. In preparation, I have been reading the manual and watching the payroll training videos to learn the process. Your explanation above was helpful. One question though: Is it possible to enter a single transaction with the total YTD info on each employee as explained above, rather than each individual check for each employee? We have 8 employees for the church, and between the two school years, about 70 employees that I would need to enter data for our school. Needless to say, that would take quite a bit of time. Your help is appreciated.
Esther Burton
Bookkeeper
Parkway Christian Academy Inc
First off, its always good to start a new topic, rather than add onto an older topic since while close, your issue is somewhat different.
That said, yes ... once you have all the salary & tax items setup properly in Powerchurch, you can then run payroll, and override all the information to do one initial payroll. This gets the information into the system.
1. Do a backup of the accounting files first so you can restore before the changes you will make here:
2. Process payroll, on the first page just enter a date range for the previous month, then select the checkbox that says 'suppress specific items ... "
3. On the next page select the employees you're going to update. I'd select one person first to see if this works as expected.
4. The next page will list any hourly workers, and the number of hours worked. You may just have to enter that to get the salary to date for these employees.
5. The one after that will be for any salary employees. You can enter the total amount to day of salary (before taxes of course) here.
6. The next page lists all the pay items that will be used, whether it be salary or taxes.
7. The next page is the verification page. Here you can make adjustments if the system shows less or more salary paid from what you have, less or more in taxes withheld, etc. Just double click on the employee to pull up the list of items, double click on the item and correct the entry, either by adjusting hours or part of an hour, or the salary listed. As far as taxes are concerned, the Federal Income Tax Withholding and state taxes may need adjusting, not so sure about Medicare & SS as they are a flat percentage. To adjust up, add a number in the 'additional withholding' block of the window that appears when you double click on the FITW or State tax, to adjust down, just enter a negative (-15.00) number.
8. Once adjusted, click OK and come back to the main screen and change the Payment Method from Check to Manual Check and enter a dummy check number, you can use "YTDUpd" and it will work. Click the FINISH button, and the next screen will ask if you want to print paystubs. Do it so you have a record of what you entered.
9. Finally, once you have all this done. You'll need to post payroll So from the Accounting -> Payroll menu, select
Post Payroll. At the bottom of the screen that appears, you'll see a dropdown menu where you can select how you want this posted. The default is
Post to Fund Accounting you do not want to do that, as you already have that data in the system, so select the next item in the drop down list,
Post to Payroll Module Only. Then click on OK.
Let us know how it works. Once you get this up and running, you can then do away with your spreadsheets and let Powerchurch do the work.