Archive: Tips & Tricks

Exporting State Quarterly Forms detail (TX QuickFile)

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The CertiflexDimension State Forms module’s Export Detail option will export quarterly form details into a comma delimited file that can then be opened in a variety of applications or used with Texas’ QuickFile wage reporting program. To access this feature, select >Reports >Client Write-up >Payroll Quarterly State Forms or >Reports >Payroll >Quarterly State Forms. At […]

Inventory Importing Options

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The CertiflexDimension Inventory system offers a variety of ASCII compatible import features that allow you to update cost, quantity, price, and physical count. >MAINTAIN LISTS >INVENTORY ITEMS >OPTIONS >EDIT COST/ON-HAND QUANTITIESIf you have several items to update, you can import the information using this feature. The import file must be an ASCII, tab-delimited file for […]

Archiving Payroll Records

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Question: How long should I keep my payroll records? Answer: The IRS requires that payroll records must be kept for four years after the tax due date or the actual date paid.  However, state and Social Security Administration requirements may differ.  A quick and easy way to archive your payroll records is to use the […]

Adding Favorite Programs

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Question: There are certain options in CertiflexDimension Ultra that I tend to use more than others. Is there a quicker way to get to these rather that going through all of the drill-down menus? Answer: CertiflexDimension Ultra has the capability to allow users to access frequently-used options via a ‘Favorites menu’. This can save time […]

Include Deleted Jobs on Job Listing Report

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A new option has been added in CertiflexDimension v10’s Job Cost module, allowing users to include deleted jobs in their Job Listing report.  The control for this feature can be found in the Job Listing report’s “Options” under the “Report Criteria” tab.

Adjusting Date Worked on Job Allocation Reports

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Payroll Job Allocation reports print a column for “Date Worked” that defaults to the last day of the pay period. You can affect the date that’s displayed in the “Date Work” column by enabling “Ask Date Worked” in your Payroll Master Data.  Go to >File >Company Properties >Master Data Settings and click on “Payroll”.  Under […]

Advanced Security

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Question: I have security access to all my accounting data including Payroll which I normally use once a week. Since I am always logged into CertiflexDimension and I am often away from my desk, is there any easy way toggle the payroll access off and on? Answer: One way to accomplish this would be to […]

Custom Programming for CertiflexDimension Ultra

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Our custom programming initiative has been enhanced in an effort to build upon CertiflexDimension’s existing core software and better suit your business accounting needs. Are there changes you’d like to make to the software?  Is there a specific area of functionality that could be augmented to suit your industry? For more information on custom programming […]

Auto Sub-Assemblies & Audit Detail

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Are your inventory sub-assemblies are not withdrawing components during the ‘Record B.O.M. Assemblies’ process? Make sure that you are selecting the "Auto Sub-Assemblies" option when recording the assembly.  The system will then automatically produce all sub-assemblies associated with the selected assembly. You would check this box if you normally produce sub-assemblies only at the time […]

Importing Bill of Materials

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Question: Is there a way to copy an existing BOM that can be adjusted to create a new BOM? Answer: Yes, you can do this by using the Assembled Items Import feature.  Click >Maintain Lists >Inventory >Assembled Items.  Click the New Assembly button and choose an inventory item. NOTE: You don’t necessarily need to select […]