Flex Spending Accounts - Claims against previous year

JCelestino

JCelestino

Active Member
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Does anyone have experience in the Flex Spending area to guide us through
how to create a pending amount claim against last year's account?

We have a handful of employees who still have money in their 2000 accounts
against which they should be able to withdrawal money until this March. Our
HR dept is trying to create claims to pay against existing pending amounts
left in the 2000 account year. Currently the DREAM Writer & program to
create the claims to pay (P08375) do not create the amounts because the
program tests Account Year for each record selected from F08370 (field
B7RSAY, in this case = 2000) against the year of the payroll work date in
Processing Option #2 (which is 01/14/2001). In the past, our company has
handled this by creating the claims to pay for a payroll work date in the
previous year and then changing the data that is created in the time entry
record to contain a date in the current pay period so that it's picked up
when payroll runs. I'm hoping there is a better way to approach this. I've
contacted Response Line, but they have not been able to help.

I'm in the IT department and have had no HR or Payroll training. We're on
A7.2 cum 9. Thanks for any guidance you can provide!

Janet Celestino Leppo
Business Application Developer
NJR Service Corporation
[email protected] <mailto:[email protected]>

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<FONT SIZE=3D2 FACE=3D"Arial">Does anyone have experience in the =
Flex Spending area to guide us through how to create a pending amount =
claim against last year's account? </FONT></P>



<FONT SIZE=3D2 FACE=3D"Arial">We have a handful of employees who =
still have money in their 2000 accounts against which they should be =
able to withdrawal money until this March. Our HR dept is trying =
to create claims to pay against existing pending amounts left in the =
2000 account year. Currently the DREAM Writer & program to =
create the claims to pay (P08375) do not create the amounts because the =
program tests Account Year for each record selected from F08370 (field =
B7RSAY, in this case =3D 2000) against the year of the payroll work =
date in Processing Option #2 (which is 01/14/2001). In the past, =
our company has handled this by creating the claims to pay for a =
payroll work date in the previous year and then changing the data that =
is created in the time entry record to contain a date in the current =
pay period so that it's picked up when payroll runs. I'm hoping =
there is a better way to approach this. I've contacted Response =
Line, but they have not been able to help.</FONT></P>



<FONT SIZE=3D2 FACE=3D"Arial">I'm in the IT department and have had =
no HR or Payroll training. We're on A7.2 cum 9. Thanks for =
any guidance you can provide!</FONT></P>



<FONT COLOR=3D"#000000" FACE=3D"CG Times">Janet Celestino =
Leppo</FONT>


<FONT SIZE=3D2 FACE=3D"CG Times">Business Application =
Developer</FONT>

<FONT SIZE=3D2 FACE=3D"CG Times">NJR Service Corporation</FONT>

<A HREF=3D"mailto:[email protected]"><U><FONT =
COLOR=3D"#0000FF" SIZE=3D2 =
FACE=3D"Arial">[email protected]</FONT></U></A>
</P>

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