Dear Support Team, If Company A employees are transferred to Company B, and we need to pay the employees out Co. B, is there a quick and simple method of transferring the employee card information f...
The Minimum Level for Restocking Alert information is pulled from the Item's Buying Details tab (Inventory>>Item Lists>>Choose the required item>>Select the Buying Details tab>>Minimum Level for Restocking Alert).
In terms of getting that Minimum Level for Restocking Alert information on a report, it will not appear on the Analyse Inventory [Summary] or [Detial] report. The value is set to be a non-reportable field. You could, however, added it to the Item List window and if necessary copy out that list information to combine with that Analyse Inventory report in Excel.
To add that field to the Item List Window:
Go to Inventory>>Item Lists
Right-click on the column headers i.e. the word "Name"
Choose Column Chooser from the list
Drag the Min. Reorder Quant. from the list into the required position
By doing this it will add that information to the Item List window so you can sort, filter, search... using that information. You could also right-click on the table and select Copy List to Clipboard. This will copy what is seen on screen to the Windows Clipboard so you can paste that information into Excel or a similar application.
To proceed with transferring the employee from Company A to Company B, you'll need to finalise them using Company A before setting them as new employees in Company B. If all the payroll data should be reported as a whole,I'd suggest going to the employee card in Company A and changing the YTD Pay History data to 0, then recording a $0 pay to update ATO's records. Then set up the employees in the Company B file and enter all the previous payroll figures in the employee card Pay History section, so the whole year's payroll figures will be sent to ATO in the new file. It's best to speak to your accountant regarding the reporting requirements and best setup for your business situation.
With the way to connect to ATO for STP using Company B, you'll need to set up STP and can check out this link for more information. Lastly, you can import then export the employees card information.
Say there are about 25 employees in this situation. They are in Company A until Jan '25. From Feb '25 onwards they are to be in Co. B. So understand that I need to finalise them in Co. A and inform ATO via STP.
Then start paying them from Co. B, with historical data $0.00 because there is no pay from Co. B previously. They are starting under a new agreement, but with their entitlements transferred from Co. A to Co. B. So I need to enter those entitlements as opening balances, correct?
You mentioned "set up the employees in Co. B" - does this mean I have to create new cards manually for each employee in Co.B? they have different start dates, salaries, bank accounts, super etc. the whole works. That's going to be painful, is there an easy way to transfer that data from Co. A to Co. B?
Yes, you must manually enter the entitlements from the old file to the new one. For your other question, you can transfer employee cards from one file to another using the import/export wizard. You can read more about that here.
Once you've set up the new Company B, you just need to set up Single Touch Payroll (STP) in MYOB. Here's how:
Generate Software ID: In MYOB, generate a software ID for the new company. This can be done on the SBR Registration tab of the Payroll Preferences screen.
Register Software ID with ATO: Register the generated software ID with the ATO. You can do this by calling the ATO on 1300 85 22 32 or using the ATO's Access Manager website to update and assign the software ID to your business.
Set up STP Reporting. See this link for the detailed instruction.
After these steps, you'll be ready to report payroll data to the ATO via STP for the new Company B.
Cheers,
Shella
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payments","id":"message:886538","revisionNum":1,"repliesCount":10,"author":{"__ref":"User:user:169226"},"depth":0,"hasGivenKudo":false,"board":{"__ref":"Forum:board:Staffing_and_Payroll"},"conversation":{"__ref":"Conversation:conversation:886538"},"readOnly":false,"editFrozen":false,"moderationData":{"__ref":"ModerationData:moderation_data:886538"},"body@stripHtml({\"truncateLength\":200})":" Dear Support Team, If Company A employees are transferred to Company B, and we need to pay the employees out Co. B, is there a quick and simple method of transferring the employee card information f...","body@stringLength":"405","rawBody":"
Dear Support Team,
If Company A employees are transferred to Company B, and we need to pay the employees out Co. B, is there a quick and simple method of transferring the employee card information from A to B.
Also the two companies have 2 different ABNs.
Further what is the quickest way to connect to the ATO for STP 2 for Co. B?
Say there are about 25 employees in this situation. They are in Company A until Jan '25. From Feb '25 onwards they are to be in Co. B. So understand that I need to finalise them in Co. A and inform ATO via STP.
Then start paying them from Co. B, with historical data $0.00 because there is no pay from Co. B previously. They are starting under a new agreement, but with their entitlements transferred from Co. A to Co. B. So I need to enter those entitlements as opening balances, correct?
You mentioned \"set up the employees in Co. B\" - does this mean I have to create new cards manually for each employee in Co.B? they have different start dates, salaries, bank accounts, super etc. the whole works. That's going to be painful, is there an easy way to transfer that data from Co. A to Co. B?
Thank you
Shanthi
","body@stringLength":"963","rawBody":"
Hi Doreen,
Thank you for the quick response.
Say there are about 25 employees in this situation. They are in Company A until Jan '25. From Feb '25 onwards they are to be in Co. B. So understand that I need to finalise them in Co. A and inform ATO via STP.
Then start paying them from Co. B, with historical data $0.00 because there is no pay from Co. B previously. They are starting under a new agreement, but with their entitlements transferred from Co. A to Co. B. So I need to enter those entitlements as opening balances, correct?
You mentioned \"set up the employees in Co. B\" - does this mean I have to create new cards manually for each employee in Co.B? they have different start dates, salaries, bank accounts, super etc. the whole works. That's going to be painful, is there an easy way to transfer that data from Co. A to Co. B?
Thank you
Shanthi
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background-size: contain;\n background-position: center;\n}\n.myob-social-links .twitter a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 6%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0Zm5.33,10c0,.12,0,.23,0,.35A7.75,7.75,0,0,1,5.4,16.92a5.48,5.48,0,0,0,4-1.13A2.73,2.73,0,0,1,6.89,13.9a2.73,2.73,0,0,0,1.23,0,2.73,2.73,0,0,1-2.19-2.67v0a2.73,2.73,0,0,0,1.23.34,2.73,2.73,0,0,1-.84-3.64,7.74,7.74,0,0,0,5.62,2.85,2.76,2.76,0,0,1-.07-.62,2.73,2.73,0,0,1,4.72-1.86,5.49,5.49,0,0,0,1.73-.66c-.2.64-.23.87-.79,1.21a1.46,1.46,0,0,0,1.34,0A5.8,5.8,0,0,1,17.33,10Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .googleplus a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 4%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0ZM9,17.5a5.5,5.5,0,1,1,4.1-9.17L11.61,9.67a3.5,3.5,0,1,0,.56,3.84H9v-2h4.47a1,1,0,0,1,1,1.11A5.49,5.49,0,0,1,9,17.5Zm10.5-4v2h-2v-2h-2v-2h2v-2h2v2h2v2Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .facebook a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 1%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0Zm3.51,12H13.2v7.2h-3V12H8.4V9.58h1.8V8.29A2.61,2.61,0,0,1,13,5.4h2.6V7.77H13.81a.58.58,0,0,0-.61.66V9.58h2.56Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .linkedin a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 5%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,24A12,12,0,1,0,0,12,12,12,0,0,0,12,24Zm1.82-10.71a1.2,1.2,0,0,0-1.2,1.2v4.2h-3s0-7.2,0-7.8h3v.89A3.72,3.72,0,0,1,15,10.91c1.78,0,3,1.29,3,3.78v4H15v-4.2A1.2,1.2,0,0,0,13.82,13.29ZM6.91,9.69h0A1.47,1.47,0,0,1,5.4,8.2,1.44,1.44,0,0,1,6.93,6.75a1.47,1.47,0,1,1,0,2.94Zm1.51,9h-3v-7.8h3Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .instagram a:before {\n background: url(\"data:image/svg+xml;base64,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\")\n 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Yes, you must manually enter the entitlements from the old file to the new one. For your other question, you can transfer employee cards from one file to another using the import/export wizard. You can read more about that here.
Yes, you must manually enter the entitlements from the old file to the new one. For your other question, you can transfer employee cards from one file to another using the import/export wizard. You can read more about that here.
To proceed with transferring the employee from Company A to Company B, you'll need to finalise them using Company A before setting them as new employees in Company B. If all the payroll data should be reported as a whole,I'd suggest going to the employee card in Company A and changing the YTD Pay History data to 0, then recording a $0 pay to update ATO's records. Then set up the employees in the Company B file and enter all the previous payroll figures in the employee card Pay History section, so the whole year's payroll figures will be sent to ATO in the new file. It's best to speak to your accountant regarding the reporting requirements and best setup for your business situation.
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\n
With the way to connect to ATO for STP using Company B, you'll need to set up STP and can check out this link for more information. Lastly, you can import then export the employees card information.
\n
\n
Cheers,
\n
Doreen
","body@stringLength":"1802","rawBody":"
Hi there ,
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\n
To proceed with transferring the employee from Company A to Company B, you'll need to finalise them using Company A before setting them as new employees in Company B. If all the payroll data should be reported as a whole,I'd suggest going to the employee card in Company A and changing the YTD Pay History data to 0, then recording a $0 pay to update ATO's records. Then set up the employees in the Company B file and enter all the previous payroll figures in the employee card Pay History section, so the whole year's payroll figures will be sent to ATO in the new file. It's best to speak to your accountant regarding the reporting requirements and best setup for your business situation.
\n
\n
With the way to connect to ATO for STP using Company B, you'll need to set up STP and can check out this link for more information. Lastly, you can import then export the employees card information.
\n
\n
Cheers,
\n
Doreen
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Hi Genreve,
Thank you for your reply. After setting up the employees in the new Company B, how do we register this new Company B with the ATO for STP via MYOB?
Once you've set up the new Company B, you just need to set up Single Touch Payroll (STP) in MYOB. Here's how:
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\n
Generate Software ID: In MYOB, generate a software ID for the new company. This can be done on the SBR Registration tab of the Payroll Preferences screen.
\n
Register Software ID with ATO: Register the generated software ID with the ATO. You can do this by calling the ATO on 1300 85 22 32 or using the ATO's Access Manager website to update and assign the software ID to your business.
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Set up STP Reporting. See this link for the detailed instruction.
\n
\n
After these steps, you'll be ready to report payroll data to the ATO via STP for the new Company B.
Once you've set up the new Company B, you just need to set up Single Touch Payroll (STP) in MYOB. Here's how:
\n
\n
Generate Software ID: In MYOB, generate a software ID for the new company. This can be done on the SBR Registration tab of the Payroll Preferences screen.
\n
Register Software ID with ATO: Register the generated software ID with the ATO. You can do this by calling the ATO on 1300 85 22 32 or using the ATO's Access Manager website to update and assign the software ID to your business.
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Set up STP Reporting. See this link for the detailed instruction.
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After these steps, you'll be ready to report payroll data to the ATO via STP for the new Company B.
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Cheers,
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Shella
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