Versions

AM10 for SQL and Express (and higher versions)
AM 9 for LAN (and higher versions)

Module

PR

Tip

AccountMate will not allow you to edit any employee information in the Employee Maintenance function if any of the following conditions is met:

  • You are currently recording an Apply Payroll/Payment transaction for the employee.
  • You are printing payroll checks using the Print Payroll Check function. The validation (lock) starts when the 2nd Print Payroll Check window is displayed.
  • You are posting After-the-Fact Payroll for the employee.
  • The current year W-2 information for the employee was updated using either the Current-Year W-2 Information Update or the W-2 Information Batch Update function.

Notes:

  • If the current year W-2 was updated and saved, it must be deleted. To do so, access the Current-Year W-2 Information Update function, enter the Employee # for whom you must delete the W-2, and click Delete.
  • Update the employee’s W-2 only after all payroll transactions for the applicable tax year have been recorded or immediately before you print the W-2 forms.