nickeypoo72
Level 7

Wanted to chime in and update with what has worked successfully for us so far, for anyone who cares to know:

1. Form 940 - we have had no issues with this form, and it has printed successfully for all of our clients.

2. W2s - have printed successfully for all of our clients so far.

3. Processing payroll - we have done one TX payroll & one IA payroll - no problems.

4. Direct deposit processing - have processed payroll & direct deposit NACHA file for one client, uploaded to bank and has successfully posted to client's account.

5. SUTA - Special SUTA forms - uploads for TX and LA have processed successfully for us.

6. Also, while the first time we open a client account it does take some time to process the file, we are not seeing any major lag times reopening the file after the initial instance in the new program.  However, I have noticed that accessing some screens does seem to take a moment longer than I remember it opening.  However, nothing that is taking minutes at a time, maybe just a few seconds

Unsuccessful attempts:

1. Printing vendor checks - still accesses the bank account listed as the Payroll Bank Account and not the Vendor Bank Account

If anyone else wants to chime in what is working successfully, I'm sure others would appreciate knowing.  I'll update next week as we move onto other accounting functions in the program.