Labor (Payroll Lock)

The Accounting Labor tab tracks all labor postings for the technicians. The payroll process is not complete until the Payroll Lock is activated for the current payroll period. This feature is found on the Accounting > Labor tab. It takes all postings in the payroll period and locks them so no further changes can be made to a completed payroll period.

Note: Labor does not transfer to any accounting package.

To lock payroll

If there is an error made when using the Payroll Lock feature, notify your accounting department.

DMS (Dealer Management System) customers using the Labor tab daily to post labor to ADP or Reynolds & Reynolds, see your accounting interface documents for instructions.

Right-click options

Place the cursor anywhere on the Labor Postings list and right-click to make available the following options.

Right-click Options

Right-Click Options
Set Transferred Flag	Used to manually mark payroll as locked or transferred.
Remove Transferred Flag	Used to manually remove payroll postings from locked or transferred to "Not transferred" or to unlock a posting.
View Labor Log	Displays and prints the Labor Posting LOG Report.
Save to IIF	Allows you to save the displayed list as an IIF file if needed for other applications.
Save to CSV	Allows you to save the displayed list as a CSV file if needed for other applications.

Reference

The Labor Tab

Note: For abbreviated column headings, roll your cursor over the heading to see the full name or description.

Field Name	Editable	Description
Columns
Date	N	Date the labor was posted.
RO	N	The repair order number.
Category	N	The type of labor posted.
Employee	N	The technician being paid.
Hrs	N	The labor hours being posted for the date.
Posted List	N	Based on the labor sale rate, the posted list amount of labor.
Cost	N	Based on the technician's labor ate, the cost of the labor.
Payables	N	Shows as a payable until the repair order is closed; indicated by a Y or an N (for WIP).
Transferred	N	Shows if the labor is locked; indicated by a Y or an N.
Voided	N	A Y or an N indicates whether or not the labor posting has been voided.
Check Boxes, Buttons, and Filters
Show Only Closed Jobs		Selecting this check box limits the list to only closed jobs that have postings that are not locked.
Print Posted Labor		Select to print the displayed list as filtered.
Invoice Date Between		Select a date range for filtering the list.
Field Selection		Filter the list by All, Category, Employee, Transferred, or Voided.
having		Further define the Field Selection as having specific criteria. For example, if you selected "Employee" in the Field Selection, you would select from the "having" drop-down list which would show a list of your employees.
Apply Filter		Click to apply the filtering criteria selected.
Listed Postings Fields		Shows all total labor amounts on the tab, based on the filtered criteria.
Total Hrs		The total hours posted based on the filtered criteria.
Total List		The total of labor sales based on the filtered criteria.
Total Costs		The total of labor costs based on the filtered criteria.
Checked Total		In a future release, a check box will be available in the date field. When checked, it will calculate the amount of labor hours selected. Currently, as lines are highlighted, it displays the total hours.
Total Hours		As lines are highlighted, this field displays the total hours of the highlighted lined.
Payroll Lock		Locks the current pay period. Marks all posted hours with the specified date range as "Transferred."
Start Date		The first day of the payroll period.
End Date		The last day of the payroll period.
Payroll Lock		Activates the feature that locks the payroll period.