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Total Order Plus Version 2018 Features

The features listed below are included in the latest version of TOP 2018:

  • Backorder mask increased to 999,999.99 on the Backorder Report
  • Several reports have been added to print to a PDF:
  1. Accounts Payable Check Register
  2. Accounts Payable Payment Selection Register
  3. Accounts Payable Check Reconciliation
  4. General Ledger Chart of Accounts
  5. General Ledger Journal Entry Report
  • Correction made to General Ledger Retained Earnings at the end of a year
  • TOP Welcome screen displays the number of BBx licenses in use and if the license is currently up to date
  • Maintain Address Data in Order Entry now contains a new option ‘Is The Address Information Correct?  (CR-N-EMAIL-End). Type EMAIL to enter Other Order Information – Job Description, Customer Email and Ship-To Email
  • Added order Revision Date to Order Entry Header Data and all Order Entry history files
  • Added salesperson email address to the Salesperson Masterfile Maintenance on the Sales Analysis System Menu
  • Added email address to Accounts Receivable Customer Contact Maintenance

 

 

Payroll End of Year Closing Procedure

Many customers each year have issues in closing the Total Order Plus Payroll at the end of the year, leaving balances in the employee records that should have been cleared.

The system requires that the last month of the year and the last quarter of the year be closed prior to processing year-end procedures. The yearly earnings report and 1099 processing are options to the user. 1099 processing is usually done in the Accounts Payable module using the vendor masterfile information.

The W-2 Formatter can be maintained by the user. The formatter controls how the W-2 information is printed on certain lines on the form and  a specific row and column (right to left).

The Year-End Update clears all payroll figures for the year and removes all terminated employees. There are a couple of questions that MUST be answered Yes in order to properly close the year:

ARE YOU READY TO RUN THE YEAR-END PROCESSING? (Y-N)

HAVE YOU PRINTED THE YEARLY EARNINGS REGISTER? (YES-NO) (Optional)

ARE YOU READY TO PROCEED WITH THE YEAR END UPDATE? (YES-NO)

If you answer No to this question, you will see a warning message with an option to abort the year end closing. To proceed with the closing, you must answer No to abort.

ADJUST DEDUCTION GOALS BASED ON Y-T-D PAYMENTS?  (YES-NO)

You must answer Yes even if you do not have any deductions set up with goal amounts.

This concludes the year end procedure.