Does anyone know if we can add another company within our Sage do to an executive payroll? If we do that can we still get the numbers to show up in our main company financial statements and keep the individual salaries confidential from those that have access in the main company?
Appreciate any advice or tips out there. Or if you know of any articles or videos that are related to this that would be helpful. I'm thinking we'll need to schedule some time with our Sage consultants.
Yes, this is possible. You can maintain a separate company file that uses file locations to post into the active, live main data folder, with security applied at the data folder level.
This setup is fairly intensive, so it’s strongly recommended to work with your Sage consultant during implementation. Once configured correctly, it works very well.
You will also want to review how to merge tax documents in Aatrix. When using separate executive and field payroll files, the Aatrix merge feature must be used to combine those files when printing tax forms and W‑2s. Your consultant can walk you through this process and ensure everything is set up correctly.
(How do I combine multiple Payroll data files for tax forms in Aatrix? is the article that covers these steps).
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