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Dynamics 365 Community / Forums / Microsoft Dynamics SL (Archived) / How to set up an FSA A...
Microsoft Dynamics SL (Archived)

How to set up an FSA Account in Dynamics SL Payroll?

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Posted on by Laura Barber

Hi,

I have never set up a Flexible Spending Account in Dynamics SL payroll.  I could not find an article or other post with instructions.  Is it possible?  If so, how.

 Thanks in advance!

 

Laura

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  • Jonathan Van Houtte Profile Picture
    Jonathan Van Houtte 680 on at

    Hi, Laura!

    Here's the article:

    https://mbs.microsoft.com/documents/customerfaqs/2297.doc

  • Laura Barber Profile Picture
    Laura Barber on at

    Thanks for the info Jonathan!  So nice to hear from you.

    I have set up the 401K's in the past, but the FSA is a little different in that we will be reimbursing the employee as he submits qualifying medical expense receipts.  Therefore, money will be taken out of his check and given back to him at the same time... and yet we need to keep track of each employee's individual limits to make sure the total reimbursed is not more than the total withheld.

    How can this part be best handled in SL payroll? 

     

    Thanks!

     

    Laura

     

  • Jonathan Van Houtte Profile Picture
    Jonathan Van Houtte 680 on at

    I know I used that doc to set up an FSA for a client last year, but we didn't have the issue you describe because they just provided the employees with debit cards.  If you can't convince them to do that, you could track the balances in, say, EarnDed.User3 and expose that on the Employee History (02.060) screen and relevant reports.  You could accrue with an update trigger on EarnDed. You could deduct by using Initialize mode in 02.060, but I'd probably use Excel with some ADO code linking to the table. 

    If you only have one or two FSAs, it might be easier still to use User3 and/or User4 in the Employee table, as you wouldn't have to roll the balances at year-end.  Here's an example trigger for that:

    CREATE TRIGGER x_Upd_EarnDed_FSA ON dbo.EarnDed FOR UPDATE AS
    IF UPDATE(CalYtdEarnDed)
    UPDATE e SET User3 = User3 + i.NewAmt - d.PrevAmt
    FROM dbo.Employee e JOIN
    (SELECT EmpId, SUM(CalYtdEarnDed) PrevAmt
     FROM deleted
     WHERE EarnDedId = 'FSA' AND EDType = 'D'
     GROUP BY EmpId)d ON e.EmpId = d.EmpId
    JOIN
    (SELECT EmpId, SUM(CalYtdEarnDed) NewAmt
     FROM inserted
     WHERE EarnDedId = 'FSA' AND EDType = 'D'
     GROUP BY EmpId)i ON e.EmpId = i.EmpId

  • Toni Savage Profile Picture
    Toni Savage 260 on at


    HI Laura,

    Would it work to set up a deduction and a pay type, and then run a report just before generating checks that ensures that the ytd withheld for the deduction is not greater than the ytd paid for the paytype?

    Toni

  • Jonathan Van Houtte Profile Picture
    Jonathan Van Houtte 680 on at

    Toni knows more about payroll than I do (or want to), and her idea is better than mine, particularly as I just discovered that FSAs, unlike HSAs, do NOT get rolled forward at year-end (although there may be a 2.5 month grace period). If this is a medical FSA, though, it will be pre-funded, so you'd need to instead check against the annual amount rather than the ytd withheld, and the balance could go negative. 

  • Laura Barber Profile Picture
    Laura Barber on at

    Thank you both for your responses.  I got more info from the client today and an outside firm is actually reponsible for the reimbursements - whew!  I knew that would be really hard to track.

    They tried to set this up last year in 6.0 and had some troubel because there is a $260 lower limit and also an upper limit for those who participate in the plan.  It seems the limits threw Solomon payroll out of whack (unrelated deductions started having wrong calculations) and they were never able to get it to work.  I hope with all the info you two and Elaine at Microsoft have given me, I can save the day.

    Best regards,

    Laura

  • Toni Savage Profile Picture
    Toni Savage 260 on at

    feel free to give me a call if you run into problems!

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