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Trace: • select_capital_project_fund • aca_extract_records • Mass update last inventory dates • Generate the Account Code Comparison report • Generate the Account Code Comparison report
general:firstpayrolloftheschoolyear_julystart:step14

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general:firstpayrolloftheschoolyear_julystart:step14 [2024/06/27 19:43] – emorenogeneral:firstpayrolloftheschoolyear_julystart:step14 [2025/07/23 18:55] (current) – emoreno
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 =====Generate the Account Code Comparison report==== =====Generate the Account Code Comparison report====
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 +Complete this step only for employees with July contracts who receive their first paycheck in July. This process will be repeated in August for employees with August contracts who receive their first paycheck in August, and then in September for employees with September contracts who receive their first paycheck in September.
  
 [[payroll:reports:payrollinformationreports:accountcodecomparison|Payroll > Reports > Payroll Information Reports > HRS6000 - Account Code Comparison]] [[payroll:reports:payrollinformationreports:accountcodecomparison|Payroll > Reports > Payroll Information Reports > HRS6000 - Account Code Comparison]]
  
-Complete the applicable report parameters and generate the report. Print and/or save this report and review it for accuracy. Review for employees with July contracts.+ 
 +Complete the applicable report parameters and generate the report. Print and/or save this report and review it for accuracy. Verify for the applicable group of employees currently being moved from NY payroll to CY. 
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 +<WRAP center round important> 
 +**IMPORTANT**: If a distribution (fund) for an employee was continued during the Finance EOY Process (keeping the same fiscal year – ex. 211/4 in 23-24 is 211/4 in 24-25), be sure that the distribution listed has the correct fiscal year. It is important to review/verify distribution information for all employees (especially the fiscal year) for July payroll.</WRAP> 
  
  
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 If there are account codes on the report that do not exist in Finance, perform one of the following steps: If there are account codes on the report that do not exist in Finance, perform one of the following steps:
-  * If there are accounts that have a 4 for July and August start employees, perform a mass update of HR distributions. You can either mass update records by fund/year using the [[payroll:utilities:masschangepayrollaccountcodes|Payroll > Utilities > Mass Change Payroll Account Codes > Mask Crosswalk]] page **OR** mass update all records by using the [[payroll:utilities:massupdate:employee|Payroll > Utilities > Mass Update > Employee]] tab.   Employees who are paid out of federal funds may need their distributions reviewed and changed for a different fund year, if necessary. For example, federal funds may still be available for the previous year.  +  * If there are accounts that have a 5 for July and August start employees, perform a mass update of Payroll distributions. You can either mass update records by fund/year using the  [[payroll:utilities:masschangepayrollaccountcodes|Payroll > Utilities > Mass Change Payroll Account Codes > Mask Crosswalk]] page **OR** mass update all records in the Current Year by using the **Fiscal Year** field on the [[payroll:utilities:massupdate:employee|Payroll > Utilities > Mass Update > Employee]] tab.   
 +    * Employees who are paid out of federal funds may need their distributions reviewed and changed for a different fund year, if necessary. For example, federal funds may still be available for the previous year.   
 +    * If your LEA accrues monthly, many employees might be paid from accrued funds for July and August. The Mass Update utility assists with updating the Distribution tab for all employees who are not paid from accruals. 
   * If there are other accounts that need to be added, add them on the [[finance:maintenance:createchartofaccounts|Finance > Maintenance > Create Chart of Accounts]] page.    * If there are other accounts that need to be added, add them on the [[finance:maintenance:createchartofaccounts|Finance > Maintenance > Create Chart of Accounts]] page. 
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 {{:general:step_17_first_py_of_sy_account_code_comparison_blankreport.png|Account Code Comparison Blank Report}} {{:general:step_17_first_py_of_sy_account_code_comparison_blankreport.png|Account Code Comparison Blank Report}}
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general/firstpayrolloftheschoolyear_julystart/step14.1719517420.txt.gz · Last modified: 2024/06/27 19:43 by emoreno

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