Recent updates
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Advanced Payroll Processing Checklist - Editable Version
Updated onArticleUse this checklist for the payroll work flow, PDF, print and used as a guide for processing payroll. This is a general work flow that may not include tasks specific to your entity. Keep in mind any other steps in your payroll process such as timesheet imports. Add any steps specific to your process when necessary.
Payroll Payroll Checklists
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Essential Training Checklist - Payroll
Updated onChecklistUse this checklist of Essential to complete the payroll process. Each task is listed with links to specific guides pertaining to the task. Once a task has been completed check the box and continue through the list. Some instructions will cover multiple topics.
Payroll Payroll Checklists
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Advanced Payroll Processing Checklist
Updated onChecklistPay Cycle: ______/______/______ Type: _______________________________________
Payroll Payroll Checklists
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How do I print Payroll Setup Reports? Article
Updated onArticleGo to Advanced Payroll > Payroll Setup
Payroll Pay Employees Introduction to payroll
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How do I record fringe benefits in Advanced Payroll?
Updated onArticleThe IRS considers fringe benefits to be subject to Social Security, Medicare and Federal Withholding. See Employers Tax Guide to Fringe Benefits for a comprehensive list. Follow these steps to set up fringe benefits for tax purposes.
Payroll Payroll Maintenance Maintenance
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How do I record my Use Tax?
Updated onArticleUse tax is due to the state when purchasing goods in a different state with a lower tax rate. The amount to pay is the difference of the tax paid and the local tax rate.
Financials Accounts Payable How to pay bills
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How do I link interfund transfer accounts?
Updated onWorkflowGo to Transactions > Chart Of Accounts
Financials Other General Ledger Processes Other General Ledger Processes
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How do I change my default bank account?
Updated onWorkflowIf an existing account is no longer used, uncheck Active before clicking Save.
Financials Other General Ledger Processes Other General Ledger Processes
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How do I void a check?
Updated onWorkflowVoiding a check should only be done when the check has NOT been sent. If the check has been sent, you need to do a stop payment. How do I create a stop payment?
Financials Other General Ledger Processes Other General Ledger Processes