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Bank Distribution Percentage - Canadian Payroll

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Posted on by Bill Campbell

Is there something I am missing or did something change with the 2019 Year End on Canadian Payroll and how it manages the distribution percentage for each bank?

When we have a client that has been on Canadian Payroll since forever and a user that has 10 years on the system tells that this is 'now not working' I have to rely on her knowledge.

Situation is that she has changed / added to the distribution of the payroll at the bank level and when sent to the bank, the system uses the old values and not the new ones she has established.

Unfortunately it is hard - to impossible to test - as now she is not prepared to waste the time to send payroll to bank and so we can not see what is happening.

Can someone please assist and fast as the client is on the war path.

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Microsoft Dynamics GP

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Isaac Olson Microsoft Employee on at

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Hi Bill,

There weren't any changes around this, only tax compliance changes. If you can tell me specifically where she made the change or changes in Canadian Payroll, I would be more than willing to test this on this version to verify whether I can recreate or not. I would hate to test without her exact steps in case the issue would be specific to only adding or editing a specific field. I haven't seen any cases of this being reported by other users, and it could be possible that the bank change was made too far into the processing of the payroll for it to process. The simplest way to verify would be to process a test pay run in a test company with a copy of live. If this is truly an emergency I would recommend opening a support case for immediate assistance.

Thanks,

Isaac Olson

Microsoft Support

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Bill Campbell 12 on at

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Isaac, I will connect with the client and see if 'test' run is an option - I think I have a bit of time - as she has not needed to make a change since mid January and so I will work on this, likely over the weekend in order to fully document and report back.

Question at what point will I find the % split for the two different Bank Accounts? Will this only be available once the "Cheques" have been generated and the file for bank has been generated?

Been some time since I have had to or wanted to stop a bank process I just a quick reminder.

Bill

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Isaac Olson Microsoft Employee on at

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Good Morning Bill,

I was out of the office last week when you had responded to this so I am sorry I could not get back to you on Friday. Hopefully you were able to complete you testing still, but when you are doing the pay run, when you click to Create Poster File, that should be the moment that all of the distributions are created. Depending on what window specifically you are using to set up your bank split, this would be when you could check if it worked properly without posting the pay run.

If you are still having issues after testing, please give me an example of where specifically in GP they are changing the setups for the splits on the bank level.

Thanks,

Isaac Olson

Microsoft Support.

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