Volume 7 Issue 1 - December 2023

Owned by Michelle Drewes
Last updated: Dec 21, 2023
6 min read

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W2 Precheck

As 2023 draws closer to closing, it’s once again time to focus on W2 processing. Before the final pay of the calendar year is processed, there are special situations one will want to take into consideration. Do any of the following apply to any of your employees? If so, please click on the associated link to receive detailed information regarding that specific W2 scenario.

Items that need considered before the employee’s last pay of the calendar year:

  • Life Insurance - Click here for detailed instructions.

  • Adoption Assistance - Click here for detailed instructions.

  • Reimbursable Employee Expenses - Click here for detailed instructions.

  • Taxable Benefits - Click here for detailed instructions.

Items that need to be considered before creating the employee’s W2:

  • Dependent Care - Click here for detailed instructions.

  • Third Party Sick Pay - Click here for detailed instructions.

  • Life Insurance - Click here for detailed instructions.

  • Fringe Benefits - Click here for detailed instructions.

  • Moving Expenses - Click here for detailed instructions.

  • Company Vehicle - Click here for detailed instructions.

  • Adoption Assistance - Click here for detailed instructions.

  • Taxable Benefits - Click here for detailed instructions.

  • Health Reimbursement Arrangement Information - Click here for detailed instructions.

Deleting Requisitions

If you find yourself reviewing data for clean up, one place you may look is to the Requisitions grid. This grid can be filtered down to show any requisitions that have not been converted to purchase orders. This can be a handy filter to use when converting, but if it's cluttered up by old transactions, that is not ideal. A recent USAS update will help with the process of cleaning up old transactions.

To start, any requisitions that were migrated from the classic software are able to be deleted. Simply click the X icon on the row and remove these. Additionally, any requisitions that have not been converted and are in an open posting period qualify to be deleted and will show the X icon as an option.

Can I delete a Requisition that is in a closed posting period?

In general, when adding or editing any transaction, the posting period must be open to keep the accounts and reports up to date. Since requisitions are ‘requests’ for goods/services and are not official until approved/converted into a purchase order, we have had requests to allow these to also be deleted without the past posting period being reopened. This update was recently released in USAS and is now available.

In order to do so, however, there are a couple requirements that need to be met:

The first two steps below require access to the Rules and Modules pages. This access is generally limited to Admin and System Manager roles so you may need to contact your ITC for assistance.

  1. There is a rule that will prevent deleting requisitions in closed periods by default. If you’d like to use this option, this rule needs to be disabled.
    The rule is labeled as RequisitionClosedPeriod. For users with access, this is found on the System > Rules grid. The Enable box would need to be unchecked to disable this rule. Once the updated rule is saved, make sure to also use the Activate option at the top of the Rules grid to implement the change.