How to print vacation, sick or PTO accrual on Payroll checks or direct deposit stubs in Sage 100 2017 and below

These steps are for informational purposes only. Sage Customer Support does not provide assistance with form customizations. If the steps below do not work for your check form or you need assistance, you must contact your business partner or a third party for assistance.

Always make a backup of your current check form before making any form changes. Steps below require some proficiency in using Crystal Reports.

Please see related article below, What stubs are used for the different Check Form Types, to determine which part of your check form needs to be modified.

IMPORTANT NOTE: Crystal Reports must be installed in order to modify Crystal check forms

1. Open Payroll, Main, Check Printing
2. Click the Form button to open check form in Crystal Reports
3. (Optional) Click Insert and select Text Object
4. (Optional) Draw a box where you want the Text Description to be located on the check stub and type Vacation Available and press ENTER
5. Repeat steps #3 & 4 for any additional descriptions you want added to your form
6. In the Field Explorer section, expand PR_31 CrystalCheckHeader and drag any applicable fields onto the check form
   • Vacation:
     • VacationAnnualLimit
     • VacationAccrued
     • VacationUsed
     • VacationAvailable
     • VacationAccruedThisCheck
   • Sick:
     • SickAnnualLimit
     • SickAccrued
     • SickUsed
     • SickAvailable
     • SickAccruedThisCheck
   • Third Benefit (PTO):
     • ThirdBenefitAnnualLimit
     • ThirdBenefitAccrued
     • ThirdBenefitUsed
     • ThirdBenefitAvailable
     • ThirdBenefitAccruedThisCheck

FORMULAS:

• PR_31VacationAccrued = VacationAccruedThisCheck plus PR1_VacationAccrued and PR1_VacationCarryover
• PR_31VacationUsed = PR1_VacationUsed plus whatever Vacation type of earnings that were used this check
• PR_31VacationAvailable = PR_31VacationAccrued minus PR_31VacationUsed

• PR_31SickAccrued = SickAccruedThisCheck plus PR1_SickAccrued and PR1_SickCarryover
• PR_31SickUsed = PR1_SickUsed plus any Sick type of earnings that were used this check
• PR_31SickAvailable = PR_31SickAccrued minus PR_31SickUsed

• PR_31ThirdBenefitAccrued =ThirdBenefitAccruedThisCheck plus PR1_ThirdBenefitAccrued and PR1_ThirdBenefitCarryover
• PR_31ThirdBenefitUsed = PR1_ThirdBenefitUsed plus any Benefit type of earnings that were used this check
• PR_31ThirdBenefitAvailable = PR_31ThirdBenefitAccrued minus PR_31ThirdBenefitUsed

7. If the added fields need to included in any other section on the payroll check form, right click on the Text Object created in Step #3 and select copy and paste in applicable form section you want it to print. Do the same copy & paste for the applicable PR_31Data field added in step #6.

8. Click File, Save to save the check form

9. Verify check form is printing as desired

TIP: If the alignment is off, open the check form highlight the applicable field and using the arrows on your keyboard you can move the field or you can also use your mouse by left clicking and dragging the field.

NOTE: The steps above will also work on Payroll Direct Deposit forms

If you use a Non-Graphical form, please see related article below; How to add Accrued Benefits to a non-graphical payroll check or direct deposit form