With the end of the financial year upon us click through to access all required articles and related
documentation.

Dear valued Trimble Viewpoint Customer,

With the end of financial year, we recognise it can be a particularly hectic and challenging time. To assist our Jobpac Connect customers through this period we have updated all required articles and related documentation and posted these on the Jobpac page on the Viewpoint Customer Portal.

Simply click on the Year End Resources for Jobpac link to access a range of guides, webinars and knowledge articles. Or you can select the individual content from the list below.

Jobpac Connect Payroll EOFY GuideJobpac Connect BFM (Forecasting) EOFY GuideHow do I Update the Employee Tax Rates – AU
Jobpac Connect – 2023 EOFY STP2 WebinarJobpac Connect BFM (Forecasting) EOFY WebinarEnd of Year Payroll Process
Jobpac Connect Financials EOFY GuideMonth End Process: Reconciling PayrollHow do I Load General Ledger Budgets
Jobpac Connect Financials EOFY WebinarTax Tables for FY 2023/24 – AUUpdating Superannuation Percentage in Jobpac Connect

Also just some important notes to consider as part of the EOFY process and requirements:

  1. The end-of-year process cannot be rolled back. It will transfer all current year payment records to history and clear the current year payment tables. If you roll over to the new financial year in error, our Consultants will be able to help you as a chargeable service.
  2. All STP files must be submitted in Jobpac successfully prior to rolling to a new Financial Year.
  3. Transaction YTD value for the current financial year cannot be accessed after you roll into the new financial year.
  4. The payroll transaction code report for the current financial year cannot be accessed after you roll into the new financial year.

STP 2 Additional Information

For information regarding STP 2 please refer to the links below. Please note STP2 can only be configured once STP has been finalised for the current financial year and you have until the first payday after September 30 to complete this.

We hope the provided information helps deliver a smoother EOFY for you. Accordingly, it is the responsibility of the Trimble Viewpoint Customer to ensure that all information is reviewed and updated accordingly at the start of each financial year prior to the first payroll payment run.

If you require any assistance as part of your EOFY process please log a case via the Viewpoint Customer Portal. With this being an incredibly busy time of year for our Support and Services Teams there will potentially be some delays so your patience is genuinely appreciated.

Please note: This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal or accounting advice.

Regards

Charlie Mancini

Director Support and Service – Trimble Viewpoint APAC

Posted by Andrew Tucker

Andrew has worked in construction software since 1997, with increasing responsibility leading up to his current role as Viewpoint’s Product Manager for the Asia Pacific region. When he’s not finishing work on his hand-built home in the Hunter Valley, he’s helping contractors large and small implement ERP, project management, and field mobility software that allows them to grow their businesses exponentially.

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