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Walkthrough of payroll

This walkthrough will provide you with a basic understanding of the design and functionality of Accounting CS Payroll.

Accounting CS and Accounting CS Payroll

  • Accounting CS
     includes features for write-up, trial balance, accounts payable and accounts receivable processing, after-the-fact payroll processing, customizable reporting, and complete financial statements.
  • Accounting CS Payroll
     is licensed separately and supports after-the-fact payroll processing plus robust features for live payroll processing as well as customizable reporting.

Client and employee templates

Understanding and using client templates can make onboarding new clients easier and help you to add new client records and payroll information more efficiently and accurately. With the templates, you can set up common firm-level policies such as:
  • Staff assignments
  • Payroll time entry methods
  • Check printing defaults
  • Billing options and fee schedules
  • Impound options
  • Workers' compensation codes
  • Custom fields
In addition, if you have a number of clients working in similar industries (for example, if you have a number of restaurant clients), you can set up a client template with chart of accounts information, departments, payroll items, and accruable benefits that would apply to all of those clients.
A client template can contain employee templates as sub-templates. For example, all restaurant-type clients require similar employee types such as waitstaff or management, and each type would use particular types of payroll items. You can set up an employee template and link it to a client template or to a particular client.
After adding a new client record or a new employee record based on a template, you'll need to proceed through the normal client or employee setup steps to be sure that all unique and pertinent information is included.

This article applies to:

  • Product: Accounting CS
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