Significant Changes

Retirement Flag added to Miscellaneous Deductions

In the past, the program looked for key words in the miscellaneous deduction description to determine the type of retirement deduction. This has been changed with a new entry for Retirement Type. It is a drop-down selection with options for 401(k), Roth 401(k), 401(k) Loan Repayment, and Roth 401(k) Loan Repayment.

This change was made primarily for new customers that did not set up the descriptions in a way that the program recognized them. This change will make it easier going forward to identify these types of deductions while providing the flexibility to set up the descriptions as customers see fit.

Cash Receipts Journal – Change for ACH Payments

When cash receipts are entered with “ACH” at the beginning of the Check # field, the program will now post separate deposit amounts for each ACH payment from each customer.

Originally, the program posted a single deposit total to your cash in bank account for the total of checks deposited. This made it more difficult to reconcile bank statements though when you have ACH payments that appear as separate transaction amounts.

The new change will post separate transactions for each customer’s ACH payments so that the transactions posted to the Cash In Bank account should match up to what is actually posted by your bank.

If you have a case where one customer makes more than one ACH payment on the same day, simply enter a unique number after the letters “ACH” in the Check #. The program will group all matching Check #’s together to get separate totals to post to the Cash in Bank account.

W-2’s – California SDI Withheld Now in Box 14

The amount for California SDI withheld will now print in Box 14 as per the instructions from the IRS for Box 14, instead of in the boxes 18/19 for wages and withholding amount as in past years. If Box 14 runs out of room, then the program will put the California SDI amounts in boxes 18/19.

Document Management

One request from our customer forum in November was to be able to attach non-PDF documents to invoices to send to customers. This has been added. The program will now merge all PDF documents that are selected into a single PDF attachment and attached each non-PDF document that is selected (such as Excel or Word files) to the email separately.

Excel Crew Sheets

A new feature for the Excel Crew Sheets is the ability to export crew sheets to PDF. The Crew Setup window has an entry added for the supervisor’s email address, and crew sheets can be automatically emailed to the crew supervisor when exported to PDF.

Overtime For Salary Employees

Support has been added for Salary employees that are not exempt from overtime. At the moment, this option is only available when entering time in the Daily Payroll Entry and when you are running on a SQL database. The program will calculate the regular rate of pay and pay employees for overtime hours worked using the OT wage type.

Labor Contractor Reports / Invoice Update

Several performance improvements have been made to the report and the code that posts invoices to A/R. Work will continue in 2025 on this project to bring performance improvements to all of the various A/R invoice posting options that are available on the grower account setup.

Changes that we are making to improve performance using SQL code are also making it possible to support combinations of billing options that weren’t available in the past.