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Enter payroll checks

Set up a payroll check template

For after-the-fact payroll clients, Accounting CS lets you create templates for payroll check transactions in the Enter Transactions screen. This saves you time during data entry and helps prevent data-entry errors because some of the information is already entered for you.
When a payroll check template is used for an employee, the application deducts payroll taxes at the limit that is specified in the template,
even if the employee reaches the threshold limit for the tax.
 The payroll processor needs to manually update the employee's payroll check template when they have reached the limit.
note
  • The
    Save as Payroll Check Template
     command is available only when
    Payroll check
     is selected in the
    Type
     field in the
    Enter Transactions
     screen.
  • You can create only one payroll check template for each employee. If you save a payroll check template for an employee for which a template has already been created, the application overwrites the saved template with any updated information.
  • The application duplicates the information from the selected payroll check, but does not save any dates as part of the template.

Create a template

  1. Select
    Actions
    , then
    Enter Transactions
    .
  2. Start a new payroll check transaction using either of the following methods.
    • Select an existing payroll check.
    • Select
      Payroll check
       from the
      Type
       field, and then select an employee from the
      Employee
       field.
  3. Enter or update information that you want to include in the payroll checks that will be created from this template.
  4. Select
    Edit
    , then
    Save as Payroll Check Template
    .

Update a template

The application automatically updates payroll check templates in the following situations.
  • If a payroll check template exists for an employee in the
    Enter Transactions
     screen and select
    Edit
    , then 
    Save as Payroll Check Template
    , the application overwrites the existing template with any updated information.
  • If you recall a payroll check template to create a check and then save the transaction, the application updates the template based on the setting in
    Payroll Check Template Settings
     section in the
    Payroll
     tab of the
    Options
     window.
  • If you recall a payroll check template to create a check and then save the transaction, the application updates the template based on the setting in
    Payroll Check Template Settings
     section in the
    Payroll
     tab of the
    Options
     window.

Delete a template

  1. At the bottom of the
    Enter Transactions
     screen, select
    Edit Multiple Transactions
    .
  2. In the
    Edit Multiple Transactions
     screen, select
    Delete Payroll Check Templates
     from the
    Action
     dropdown.
  3. The application displays the payroll check templates that have been created for the selected client. Select the checkbox for each template to delete, then select
    OK
    .

This article applies to:

  • Product: Accounting CS
  • Subject: Payroll checks

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