Wiki source code of Merging

Version 1.1 by christie w on 2023/01/23 22:51
Show last authors
1 In order to enable merging, answer the question in the company setup on the **Multiple Payroll Data Files** screen with **Yes, I use multiple payroll data files for this EIN.**
2
3 *
4 ** The company setup will appear the first time you generate a report. The company setup can be changed at any time during the reporting process by going to **Edit** at the top of the window then **Update Company Setup**.
5 \\//**Note: **You cannot submit multiple filings for a single EIN. Please merge the databases before filing.//
6
7 [[image:https://www.aatrix.com/files/8814/2230/9171/Merging_01.png||alt="Merging" height="487" width="651"]]
8
9 **~ **
10
11 *
12 ** After selecting the multiple data files option, click **Next**. Then the Merge Dashboard will pop up. Here, you can save the database you are currently in, switch back to using a single database, export the database to be imported later on a different machine, import a recently exported database, or perform a merge for the current filing.
13 \\//**Note:** If you need to merge multiple databases that are located in different offices, use the export option. You can export this file to a thumb drive and place it in the computer at the other office to Import and merge it with the other database(s).//
14
15 [[image:https://www.aatrix.com/files/4414/2230/9172/Merging_02.png||alt="Merging" height="503" width="674"]]
16
17 **~ **
18
19 *
20 ** Use the **Multiple Payroll Data Files** screen to save the company data file you are currently logged into. Name this data file anything that uniquely identifies it (for example: Office Workers). To process the report on another workstation, use the **Export** button to save this data file (for a flash/thumbdrive or disk).
21
22 *
23 ** After saving the data file, click **Close**. Now, log into the next **Database** (sometimes referred to as **Company** in the accounting software).
24
25 *
26 ** Repeat the previous steps.
27
28
29 [[image:https://www.aatrix.com/files/5314/2230/9173/Merging_03.png||alt="Merging" height="503" width="673"]]
30
31
32 *
33 ** Once all data files have been saved, check the box beside each data file needing to be merged together, then click **Merge**.
34
35 *
36 ** The next prompt will ask if you have included the data files that have all employees included for this filing. If you have done so, please select **Yes**.
37
38
39 [[image:https://www.aatrix.com/files/4514/2230/9174/Merging_04.png||alt="Merging" height="168" width="462"]]
40
41
42 *
43 ** The data files will now begin to merge.
44
45 *
46 ** If there are any duplicated employees, the software will prompt to combine their information. This may happen, for example, if you have a worker who is an office worker and also a field worker. If the employees' data is not combined already in one of the databases, make sure to combine them here by selecting **Yes** to merge them, or **Yes to All** to merge any duplicate records found in any of the data files.
47
48
49 [[image:https://www.aatrix.com/files/5014/2230/9174/Merging_05.png||alt="Merging" height="207" width="493"]]
50
51
52 *
53 ** Once the data files are merged, click **Continue**.
54
55
56 [[image:https://www.aatrix.com/files/6414/2230/9175/Merging_06.png||alt="Merging" height="411" width="555"]]
57
58 **~ **
59
60 *
61 ** **Merging is now complete!** The form will now open with the merged data from all the data files.
62
63 *
64 ** To go back to using a single data file, click the **Single** button on the Multiple Payroll Data Files screen within the **Company Setup**.