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Stay Compliant with Secure 2.0 Retirement Rules Using RothRoll for Dynamics GP

Understanding Catch‑Up Contributions

The introduction of the Secure 2.0 Act has added new complexity to retirement contribution management, particularly around catch-up contributions and Roth requirements for high earners. Manually tracking age- and income-based rules increases the risk of non-compliance and payroll errors.

RothRoll, a wsTOOLS solution for Microsoft Dynamics GP, automates Secure 2.0 compliance and simplifies retirement contribution management directly within payroll.

Automated Secure 2.0 Compliance

RothRoll helps organizations stay compliant by automatically enforcing retirement contribution rules, including:

  • Roth-only catch-up contributions for high earners
  • Increased catch-up limits for employees aged 60–63
  • Automatic application of age- and income-based rules
  • Elimination of manual contribution monitoring

rothroll setup options to define deduction codes for retirement catch up contributions

Flexible Setup and Payroll Integration

RothRoll offers powerful configuration options, including:

  • Traditional and Roth deduction codes with defined maximums
  • Two catch-up deduction codes with age-based limits
  • High-earner income definitions tied to Roth requirements
  • Automatic roll-down of deduction codes to employees
  • Centralized updates to deduction maximums

New deduction codes can be created on the fly, allowing payroll teams to respond quickly to regulatory changes.

Built-In Visibility with the RothRoll Dashboard

The RothRoll dashboard provides insight and control with:

  • Employee-level 401(k) deduction visibility
  • Filters for quick analysis
  • Age tracking for catch-up eligibility
  • Drill-down access to deduction code details
  • Simple management of deduction codes

rothroll employee deduction codes 401k dashboard screen for use in dynamics gp

Employees marked as “No Roll” are excluded from automatic processing, giving teams full control over participation.

Automatic Catch-Up Handling in Action

When an employee reaches their annual contribution limit during payroll processing, RothRoll automatically redirects excess contributions to the appropriate catch-up deduction – maintaining deduction sequencing and compliance without manual intervention.

This automation ensures accurate handling of contributions even mid-pay-run.

Why Choose RothRoll?

RothRoll reduces compliance risk, minimizes manual effort, and helps payroll teams confidently manage Secure 2.0 requirements inside Dynamics GP.

Learn more about RothRoll and other wsTOOLS and contact us today: sales@iscorp.biz

Simplify Overtime and Tip Reporting in Dynamics GP with OVTPremium

Payroll compliance is becoming increasingly complex, especially for organizations that manage overtime, premium pay, and tips. Accurate W-2 reporting is critical, yet manual calculations and workarounds can lead to errors, inefficiencies, and time-consuming year-end adjustments.

OVTPremium, a purpose-built wsTOOLS solution for Microsoft Dynamics GP, helps organizations automate overtime and tip reporting with accuracy and confidence.

Accurate Overtime and Tip Reporting Made Simple

OVTPremium is designed for organizations that:

  • Pay overtime at premium rates
  • Report tips
  • Need precise separation of overtime base pay and premium pay for W-2 reporting

By using payroll transaction history, OVTPremium calculates and stores overtime premiums automatically, accumulating totals by pay code and writing them directly to W-2 tables.

w-2 for 2025 as a sample for organizations reporting tips or overtime

Key Benefits of OVTPremium

  • Automatically separates overtime base pay and overtime premium
  • Ensures earnings are reported in the correct W-2 box
  • Reduces manual calculations and year-end adjustments
  • Provides transparency into how premium amounts are calculated

Built-in SmartLists make it easy to review and validate calculations before reporting.

Flexible W-2 Reporting Setup

OVTPremium gives payroll teams full control over how overtime premiums are reported, including the ability to:

  • Choose whether amounts report to Box 12 or Box 14 on the W-2
  • Define a custom reporting label
  • Select which pay codes are included in premium calculations

This flexibility allows organizations to align reporting with internal policies or advisor recommendations without customization.

dynamics gp setup window showing box 12 and box 14 for reporting tips and overtime

How OVTPremium Calculates Overtime Premiums

Here’s a simple example:

  • Employee works 8 overtime hours at $30/hour
  • Regular rate is $20/hour

Premium calculation:

  • $30 − $20 = $10 premium per hour
  • $10 × 8 hours = $80 overtime premium

dynamics gp ovtpremium screen of 8 hours at 30 overtime premium

OVTPremium calculates this automatically during payroll processing and stores the results for reporting and review.

Ready to get started? Contact: sales@iscorp.biz

Track Labor and Expenses Efficiently with Enhanced WebTimeEntry

Simplify How to Track Labor for Your Team

Tracking labor and expenses shouldn’t slow your team down. With recent enhancements to WebTimeEntry and WebExpense from WennSoft, organizations can now capture more detail, improve accuracy, and streamline job costing – all without adding extra steps.

These updates are designed for teams that need flexibility in the field and clarity in the office.

Enter Labor Anytime, Anywhere

WebTimeEntry makes it easy for employees to record time no matter where work happens.

With a simple web browser, employees can:

  • Enter labor from a phone, tablet, or computer
  • Submit time against jobs or service calls
  • Record time for individuals or entire crews
  • Track labor, travel, and related costs in one place

This flexibility ensures labor is captured in real time – reducing missed entries and improving payroll and job costing accuracy.

dynamics gp software screen using wstools webtimeentry to track labor

New: Attachments for Labor, Travel, and Expenses

One of the most impactful enhancements is the ability to add attachments directly to transactions.

Users can now:

  • Attach documents or photos to labor transactions for individuals and crews
  • Attach receipts to travel transactions
  • Attach receipts and supporting documents to expense transactions for individuals and crews

This added visibility helps eliminate paper receipts, simplifies approvals, and provides clear documentation for audits and reviews.

Crew Expense Entry Made Simple

Managing crew expenses can be time-consuming – but not anymore!

With WebExpense, users can:

  • Enter expenses once for an entire crew
  • Attach supporting documentation
  • Review entries before submission
  • Automatically push all approved data into Signature TimeTrack

This reduces duplicate data entry and ensures labor and expense information flows smoothly from the field to back-office systems.

Seamless Integration with Signature TimeTrack

All labor and expense data entered through WebTimeEntry and WebExpense integrates directly with Signature TimeTrack, ensuring:

  • Accurate job costing
  • Consistent data between systems
  • Faster processing for payroll and billing
  • Improved visibility into labor and expense details

The result is a cleaner workflow and more reliable financial data.

Why These Enhancements Matter?

Together, these updates help organizations:

  • Save time with fewer manual steps
  • Improve accuracy with real-time data entry
  • Reduce lost receipts and missing documentation
  • Simplify expense and labor tracking for crews
  • Gain better insight into job costs and profitability

Whether your team is in the field, on the road, or in the office, these tools are designed to keep work moving efficiently.

By simplifying how teams track labor, organizations can increase productivity and real-time data accuracy – especially across multiple job sites.

Need Help or Want to Learn More?

Our team is here to help you get the most out of WebTimeEntry and WebExpense.

Consulting & Support Contact:

support@iscorp.biz

Sales Inquiries Contact:

sales@iscorp.biz
(218) 486‑5095

Navigate Overtime Reporting and Year End Payroll Activities with Precision

What’s New for Payroll Year End 2025?

Year end payroll processing brings no shortage of questions – especially with evolving regulations, reporting requirements, and system updates related to overtime.

We’ll review what organizations using Microsoft Dynamics GP need to know to successfully close payroll for 2025 and prepare for 2026. 

Below is a recap of the key updates, reminders, and tools to help ensure a smooth year end payroll process.

Key Highlights for Dynamics GP Users

Microsoft Dynamics GP 18.8 includes the all-inclusive 2025 Year End Update (released the week of December 5). For Canadian customers, updates continue through December and into January 2026. 

Payroll Form Updates (or Lack Thereof) 

Good news! There are no major payroll form changes for 2025: 

  • No W-2 or W-3 changes 
  • No EFW2 magnetic media changes 
  • No Payables form changes 
  • No ACA 1095-C changes 

However, there are fixes and minor updates worth noting: 

  • Medicaid waiver payment updates 
  • Improved 1099 and W-2 form labeling 
  • 1099-NEC now prints the full four-digit year 

Canadian payroll users should be aware of RL-1, T4, and T4A XML and form updates. 

Electronic Filing Is More Important Than Ever 

The IRS continues to push employers toward electronic filing for W-2s, 1099s, and other forms. While Dynamics GP supports W-2 electronic filing, Payables 1099s are not filed electronically from GP, making preparation and third-party tools critical. 

Be sure to review filing requirements early to avoid last-minute issues. 

SECURE Act 2.0: What Payroll Teams Need to Know 

Several key SECURE Act 2.0 changes are approaching, with implementation beginning as early as 2026. 

Important Changes to Watch: 

  • Mandatory Roth catch-up contributions for employees age 50+ earning $150,000 or more 
  • Enhanced catch-up contributions for employees ages 60–63 (up to 150% of the standard limit) 
  • Full enforcement begins in 2027, with good-faith implementation allowed in 2026 

Payroll System Requirements 

To support these changes, payroll systems must: 

  • Track compensation thresholds accurately 
  • Automatically shift eligible catch-up contributions to Roth 
  • Support corrected W-2 reporting 
  • Manage contribution types by plan year 
  • Handle errors and corrections properly 

Managing SECURE Act Changes in Dynamics GP 

Using core GP, payroll teams can: 

  • Install Payroll Year End Wage Views 
  • Use SmartList Designer SQL views for enhanced reporting 
  • Track compensation and contribution types manually 

New Tool Spotlight: RothRoll 

RothRoll is a new tool designed to help manage Roth catch-up requirements under SECURE Act 2.0. It assists with identifying employees who meet age and compensation thresholds and managing Roth contribution requirements.

roth roll employee setup under secure act 2.0

Overtime Premium Reporting on W-2s 

Overtime premium reporting continues to be a challenge for many organizations. 

How OVT Premium Works 

The OVT Premium tool determines overtime, double-time, and tip-related pay codes based on GP Pay Type setup.  

OVT Premium will: 

  • Identify eligible pay codes 
  • Calculate only the premium portion (the 0.5 overtime factor) 
  • Post values directly to W-2 records 

overtime premium determines paycodes

overtime premium setup window displays in dynamics gp

Payroll teams can: 

  • Configure where amounts appear on W-2s 
  • Validate results using new SmartLists 
  • Review and edit W-2 information before filing 

view and edit w2 information in ovt premium for overtime and payroll reporting

Payroll Year End Checklist for 2025 

Before closing payroll, make sure you: 

  • Complete all pay runs for the year 
  • Finish monthly and quarterly closes 
  • Back up your GP system 
  • Install the 2025 Year End Update (optional but recommended) 
  • Create and verify payroll year end files 
  • Review W-2, 1095, and 1099-R data 
  • Print W-2s and W-3 forms 
  • Install the 2026 payroll tax update after year end close 

Optional steps include archiving inactive employees and closing fiscal periods. 

Final Reminders for a Smooth Close 

  • You don’t need to wait to close fiscal years – historical postings are still allowed 
  • Double-check posting types before closing 
  • Review the Year End Closing window carefully 
  • Verify “Amounts Since Last Close” to avoid reporting issues 

Plan Ahead for 2026 

The first 2026 payroll tax update releases in December 2025 and should only be installed after your final 2025 payroll and year end close. 

Preparing early – especially for SECURE Act changes and electronic filing requirements – can save considerable time and stress later. 

Need Help with Payroll Year End or Dynamics GP? 

If you have questions about payroll year end, overtime premium reporting with OVT Premium, or GP tools that can simplify the process, our team is here to help. 

Contact Us: 

Sales and Solutions: sales@iscorp.biz  

Support: support@iscorp.biz 

Accelerate Invoice Automation with wsTOOLS AutoCharge Plus ZoneCalculator

Managing service invoices can be time-consuming and error-prone, but with wsTOOLS, you can achieve seamless invoice automation. If your day-to-day work involves manually adding labor, travel charges, or discounts line-by-line, wsTOOLS for WennSoft can help eliminate the extra steps. With AutoCharge and ZoneCalculator, you can automate repetitive billing tasks and ensure consistency across every invoice. This innovative approach is at the core of invoice automation.

In today’s fast-paced business environment, efficiency is key to maintaining a competitive edge. Many businesses struggle with the inefficiencies of their billing processes, leading to delays and errors that can frustrate both employees and customers. With the implementation of wsTOOLS, organizations can streamline their invoicing procedures, resulting in faster payments and improved cash flow.

ZoneCalculator: Smarter Travel Charges 

One of the most familiar challenges for service organizations is fairly and accurately billing customers for travel.

For instance, consider a field service technician who needs to travel to a customer’s site. Without automated systems in place, the technician might have to manually calculate travel distances, leading to discrepancies in billing. With wsTOOLS, this process is simplified, allowing for accurate and automatic calculations that save time and reduces errors.

With ZoneCalculator, you can: 

  • Use Azure APIs or Google to calculate distance between your service center and the customer’s location (via address or latitude/longitude) 
  • Store zone or mileage directly on the customer’s location record 
  • Seamlessly use this data with AutoCharge to apply consistent travel charges to invoices

wstools zone calculator map sample for invoice automation

No more manual lookups or inconsistent billing – ZoneCalculator ensures travel charges are accurate, automated, and easy to manage.

AutoCharge: Automate Line Items 

Manually entering the same labor charges, costs, or discounts on every service invoice is tedious.

Integrating AutoCharge not only saves time but also ensures that all relevant costs are considered. For example, if a technician provides a service that requires special equipment, AutoCharge can automatically include those additional costs in the invoice. This eliminates the need for staff to remember to add these charges, which are often overlooked. By automating this process, businesses can enhance their invoicing practices and ensure that their revenue reflects the true cost of services provided.

AutoCharge eliminates that process by: 

  • Automatically adding labor, discounts, and other costs to invoices 
  • Applying rules you set, so you stay in control of what gets added and when 
  • Making it easy to modify rules as your business needs change 

iconography of auto charge visualizing the process

With AutoCharge, your team no longer has to key in standard charges one-by-one – saving time while reducing the risk of human error!

Why Use AutoCharge + ZoneCalculator Together? 

The combination of AutoCharge and ZoneCalculator significantly improves operational efficiency. Imagine a scenario where a service provider needs to visit multiple clients in a day. With these tools, the provider can quickly determine the most efficient route, calculate accurate travel charges, and ensure that each client is billed correctly without manual intervention. This leads not only to faster invoicing but also improved customer satisfaction, as clients appreciate the transparency and accuracy of their bills.

Individually, these tools streamline key parts of invoicing, yet together, they’re a game-changer: 

  • ZoneCalculator calculates mileage or zones for each customer location 
  • AutoCharge applies those travel charges (along with labor or discounts) automatically 
  • You gain consistency, accuracy, and speed in your service billing process 

This combination gives service teams more time to focus on customers and less time bogged down in manual invoicing tasks. 

Ready to Work Smarter? 

Embracing technology with invoice automation prepares businesses for future growth. As companies scale, the complexity of managing invoices increases. By implementing these automated solutions now, businesses can build a robust foundation that will support their growth ambitions. They can easily adapt to changes in the market or their business model without overhauling their entire invoicing system.

wsTOOLS are designed to make WennSoft’s Signature Service Management even more powerful. By automating charges and standardizing travel billing, AutoCharge and ZoneCalculator help you streamline operations and improve accuracy.

Want to see them in action?

Contact our team at sales@iscorp.biz or check out www.iscorp.biz to learn more.

And don’t forget – join us at GPUC25 November 16–21, 2025 at the Microsoft Campus in Fargo, ND, for hands-on training, expert sessions, and networking with other GP and BC users. 

With AutoCharge and ZoneCalculator, invoicing becomes easier, faster, and more reliable – so you can focus on delivering great service, not paperwork.

Simplify Payroll and Empower Your Team with wsTOOLS for Dynamics GP

Managing payroll in Microsoft Dynamics GP doesn’t have to be complex. In our recent webinar, we explored a powerful lineup of wsTOOLS designed to make GP payroll processes faster, more accurate, and easier to manage.

Here’s a recap of the tools showcased—and how they can help streamline your payroll operations. 

1095 Importer 

Easily bring health coverage data from your benefits provider into Dynamics GP. Make changes in Excel, upload the updated file, and print the 1095-C form directly from GP—all while protecting your original data with automatic backups. 

wstools dynamics gp computer screen showing import 1095

941 Tool 

Need detailed employee tax information for specific date ranges? This tool helps you create SmartLists that let you view 941 data in the format most meaningful to your payroll process. 

wstools dynamics gp computer screen showing 941 detail report

BenDedMaxPlus

When employer and employee contributions must stay under a shared annual cap—like with Health Savings Accounts (HSAs)—BenDedMaxPlus ensures those combined limits aren’t exceeded. 

wstools dynamics gp computer screen showing ded and ben shared limit

PayCorrect 

Mistakes happen. If the wrong pay code was used, this tool lets you correct it by entering negative amounts directly in Payroll Transaction Entry—no complicated workarounds needed. 

wstools dynamics gp computer screen showing payroll transaction entry

Payroll Handoff 

Enhance internal controls by splitting payroll duties. One user can build and calculate checks, and another can handle check printing—improving both security and accountability. 

wstools dynamics gp computer screen showing payroll handoff

Max Usage 

Set a maximum for hours allowed under specific pay types—like Sick Leave—and let GP do the checking. It compares entered transactions against your set limits to prevent overpayments.

wstools dynamics gp computer screen showing max usage

Payroll Status 

Avoid incorrect tax defaults for new employees. This tool ensures the correct tax status is applied in federal, state, and local tax maintenance fields, so new hires don’t get defaulted to “Single” when that’s not accurate. 

wstools dynamics gp computer screen showing employee tax maintenance

PayImportPlus 

Need to implement pay changes? This tool lets you export compensation data from GP, make changes in Excel (like merit increases), and import the updated rates back in—no need for manual entry. 

wstools dynamics gp computer screen showing pay rate import

Payroll State Tax Transfer 

When an employee moves and payroll wasn’t updated in time, this tool lets you fix taxable wages and withholdings quickly. It corrects Payroll Summary records by generating negative and positive entries for the respective states. 

wstools dynamics gp computer screen showing payroll state tax transfer

Payroll Reset 

Encountered an error during a pay run? Skip the SQL scripts. Payroll Reset gives you a simple GP window to resolve payroll errors—no need to rely on technical workarounds or KB articles. 

wstools dynamics gp computer screen showing payroll reset

Payroll Rewind 

Simplify payroll voids without starting from scratch. This tool lets you return payroll transactions to the batch for correction and reprocessing—plus, it auto-corrects the ACH file for direct deposit. 

Why wsTOOLS for Payroll? 

Each of these tools is designed to eliminate manual steps, reduce errors, and give your payroll team the confidence to manage even complex processes within Dynamics GP. 

Have questions or want to learn more?

Contact us at: support@iscorp.biz or sales@iscorp.biz