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Enter payroll checks

Set up payroll alerts and email notifications

For live payroll processing only
The Alerts and Notifications feature lets you alert your firm staff, client staff, or other stakeholders of certain payroll-related actions or conditions via pop-up alert and/or email notifications.
Email notifications are available only for firms running the application in the Virtual Office CS or the Software as a Service (SaaS) environment.
The Employee Defaults grid contains a list of payroll-related conditions that occur during employee data entry and the Check Defaults grid conditions that occur during payroll check entry, submission, or printing. Use the checkboxes in the grid to specify whom to notify about the condition and how to notify them.
  1. Select
    Setup
    Firm Information
    Firm
    Payroll Alerts
     tab.
  2. In either grid, if you'd like a condition to prompt an immediate notification on the screen, mark the
    Pop-up Alert
     checkbox for that condition.
    note
    For example, to have the application display a pop-up alert when someone attempts to save an employee record without entering a Social Security number, mark the
    Pop-up Alert
     checkbox for
    Social Security Number validation: Blank
    .
  3. For firms running the application in the Virtual Office CS or the Software as a Service (SaaS) environment: In either grid, if you'd like the condition to prompt an email notification to specific roles or individual stakeholders, mark the appropriate checkboxes in the Email Notification columns.
  4. For firms running the application in the Virtual Office CS or the Software as a Service (SaaS) environment: To send email notifications to the client's additional contacts, mark the
    Additional Contacts
     checkbox. To send email notifications to other specific stakeholders, mark the
    Other
     checkbox, then select the ellipsis button to enter their email addresses in the
    Other Email Addresses
     window.
    note
    To exclude a client from particular alerts and email notifications, mark the proper checkboxes in the Payroll Alerts section of the
    Clients
    , then
    Payroll Information
     tab.

This article applies to:

  • Product: Accounting CS
  • Subject: Payroll checks

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