W-2 FORMS AND REPORTING
It is getting close to the end of the calendar
year and it is time to start thinking about ordering W-2 forms again. The
laser and dot matrix format for 2002 is the same as it was for 2001.
Contact your supplier to order the form that best suits your equipment.
As in the past, Info-Matic will be offering the
service of printing and filing your W-2 information. The W-2’s will be
printed using the laser format and will be returned in envelopes ready for
mailing. We will also submit your W-2 information to the Social Security
Administration. The fee for this service is $50 plus $2.00 per W-2. Prior
confirmation is not required. Procedures for submission of your payroll
information will be included in the Info-Pay calendar year-end update.
TURN OFF OLD YEAR FOR POSTING
Once you have completed all your closing entries for the old
financial year, you should turn off this year for posting. From the Main
Menu choose option #10 System Maintenance, then select option #1 System
Parameters. Page down to screen 3 and go down to transaction processing
options. Place a "Y" for the option "Turn off old year for
posting". This will allow the users to display all transactions and
run reports in the old year but will eliminate the possibility of any
accidental postings. There is no need to delete the old year until you are
ready to start the 2001-2002 financial year.
INFO - BUDGET
If you are ready
to start working on your 2001-2002 budget, you will need to initiate the
new year in Info-Budget. To initiate the new year select #3 System
Maintenance from the Main Menu. Then select #3 Copy Account Codes from
Info- fund. Once this is done you can start to work on your 2001-2002
budget. The four digit year for the current financial year is 2001. In
addition to the standard reports you can run the Public Budget report. Make
sure all your assignments for each code is entered. Select #1 Access Account
codes, then #3 Direct Edit. Choose #1- Appropriation Ledger, Fund Letter,
then #2- Public Budget Category. Review the designation and make any
necessary changes.
**Note: Districts running Info-Fund for Windows cannot
initiate the new budget year until they receive an update. If you need
additional help with this, please call Info-Matic.
INFO - FUND FOR WINDOWS
EXPENDITURE / REVENUE
TRANSFERS
You can transfer an expense or revenue
charged to the wrong code by using the Expenditure or Revenue transfer
option. Select the transfer option from the menu and then choose either
Expenditure or Revenue transfer. To transfer an expense, you must enter the
original check number or to transfer revenue, you must enter the receipt
number. Once the transfer schedule is closed, the proper G/L code will be
posted.
PRINT SINGLE OR MULTIPLE PAGES
OF A REPORT
Every report now has the option to print
the current page or a range of pages when a report is displayed in the
print preview mode. When the report is displayed, point and click on the
icon to the right of the printer icon. Make your selection and press OK.
ENCUMBER SHIPPING AND HANDLING
AUTOMATICALLY
Every report now has the option to print
the current page or a range of pages when a report is displayed in the
print preview mode. When the report is displayed, point and click on the
icon to the right of the printer icon. Make your selection and press OK.
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