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Set up Complete Payroll Output

The Complete Payroll Output feature enables you to print all payroll or vendor checks, reports, invoices, and payment forms (when liabilities are paid) for selected clients at the same time.

The Complete Payroll Output feature is designed to run as a background process. It displays no prompts, nor does it verify any settings during processing. Therefore, it's important to follow the setup steps so that the feature can perform these tasks as you want and expect them to be performed. You can use the Complete Payroll Output Monitor portlet to view the progress of each part of the process.

Set up the Complete Payroll Output Monitor portlet

Because the Complete Payroll Output process runs completely in the background, we have provided a portlet that you can use to track the processing status. Information displayed on the portlet includes the time processing was started, the staff person who started it, the number of clients being processed, and the status of the processes.

Select the Staff Dashboard
button at the top of the screen.

Select the Select Portlets
link.

In the

Select Portlets

window, mark the Complete Payroll Output Monitor
checkbox.

Rearrange and resize the portlet to your best advantage. If you're using multiple monitors, you may find it useful to undock the portlet and move it to another monitor, so that you can track the status of processing while continuing to work on your primary monitor.

Select a report profile for Complete Payroll Output

Complete Payroll Output automatically runs payroll reports for the clients you're processing with this feature. The application uses any client-specific report options that you have saved. But if no report profile exists for a client, the application uses the firm-level report profile that you select for Complete Payroll Output.

Select Setup
, Firm Information
, and then Firm
.

Go to the Payroll Automation tab. In the Complete Payroll Output section, select the report profile to use when printing Complete Payroll Output. The Report profile
field contains all report profiles set up for the firm.

note

If the report options within a profile have been modified at the client level for any of the clients, those client-level options are used for those clients.

Select Enter
to save your report profile choice.

Select a non-funded agent liability payment option for Complete Payroll Output

By default, the application makes non-funded agent liability payments as part of the Complete Payroll Output process. However, you have the option to change how the application handles these liabilities.

Select Setup
, Firm Information
, and then Firm
.

Go to the Payroll Automation tab. In the Complete Payroll Output section, select how you want the application to handle non-funded agent liability payments. The options are as follows.

Make payments with each payroll
(Default). Choose this option to have the application make payments for all non-funded agent liabilities during Complete Payroll Output processing.

Make no payments
. Choose this option to have the application create open liabilities for all non-funded agents during Complete Payroll Output processing.

Make payments only if the liability due date falls before the next scheduled check date
. Choose this option to have the application make non-funded liability payments only for liabilities that must be made at that time. The application determines, based on the client's payroll schedules, if there will be another payroll run prior to the liability due dates. If not, the application pays those liabilities. Note that you can't choose this option for clients that have no payroll schedule set up.

Select Enter
to save your changes.

This article applies to:

Product: Accounting CS
Subject: Payroll checks

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