What are Required Docs? Required documents allow you to store, track, and manage documents that are required for employees. Required documents can be set up on customer and order records to require a specific document type before an employee can be...
Invoice Delivery Method Purpose: This report allows you to see how each specific invoice is setup to be delivered (printed or e-mailed). If it should be e-mailed, it shows one of the e-mail addresses that are setup to receive the invoice. To se...
Enterprise
New:
Added new 1094/1095 survey questions, ‘Are you using the 98% offer method?’ and ‘What lookback method should we use for salaried?’.
Added a Mississippi new hire export format.
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What are Interest Codes? Within Core, you can track and search an employee's skills, languages, shifts that they're willing to work, etc. by managing the interest codes tied to their record. This will allow you to find employees with the correct sk...
Enterprise
New:
Added the option to have Sales Tax specific jurisdictions to include ACA surcharges when calculating sales tax on an invoice.
Improvements:
Modified th...
Enterprise
New:
Added tracking to the following fields on the Employee record:
WOTC Eligibility
Staffing Specialist
Interviewed By
Added “MinMarkup” and “B...
Purpose This report give you a summary of all payroll data for a given date range. This is great for double checking total gross wages, employee taxes, adjustments and more! How to Run This Report This report can be run in Enterprise under Al...
Overview Users can create custom cards and pages to be displayed on the Employee, Customer, Contact, Assignment, and/or Job Order records in Beyond. An example of this functionality is showing an outside webpage as a car d on the emplo yee profi...
Purpose This report is designed to be used to make your state and local tax deposits. It pulls the payment type, filing frequency, and tax authority from the tax management/tax pay area. If you are not using this, these will not be set up. Th...