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Set up your firm and staff

Automate payroll tasks

For live payroll processing only
With a small amount of setup, you can automate a number of payroll tasks, such as
Complete Payroll Output
 (checks, reports, and invoices for multiple clients), automatic printing of payment forms when liabilities are paid, and automatic processing and transmittal of Workers' Compensation consent and payment files.
Payroll automation options are located in the
Payroll Automation tab of the Firm
 screen.

Tax liability payments

You can choose to automatically print all payment forms that correspond to liabilities that you are paying. To do so, follow these steps.
  1. Setup
    Firm Information
    Firm
    Payroll Automation
     tab.
  2. In the Tax Liability Payments section, mark the
    Automatically print corresponding payment form
     checkbox and select
    Enter
     to save this option.
  3. When it is time to pay liabilities, select
    File
    Print Checks
    Liabilities
     tab.
  4. Print liability payments as usual. The
    Print Payment Forms
     window won't display when you are using this task automation feature and all payment forms will print automatically when your liabilities are paid.

InsurePay file retrieval/transmittal

You can choose to automatically retrieve InsurePay consent files and/or to automatically process and transmit InsurePay files. To do so, follow these steps.
  1. Setup
    Firm Information
    Firm
    Payroll Automation
     tab.
  2. In the InsurePay section, mark the
    Automatically retrieve consent files
     checkbox if you want the application to automatically search for and retrieve consent files whenever the
    Process InsurePay Files
     screen is opened.
  3. Mark the
    Automatically process and transmit files
     checkbox if you want the application to automatically process and transmit InsurePay files once a day at a specified time, rather than having to process and transmit them manually from the
    Process InsurePay Files
     screen.
  4. If you are choosing to automatically process and transmit InsurePay files, you can select a time of day in the
    Process and transmission time
     field. The default selection is
    5:00 PM
    , but you can modify this time by making another selection from the dropdown list. At the selected time every day, the application will automatically process and send all InsurePay files.
    note
    If the application is closed at the specified transmission time, all files for that day will be transmitted when the application is reopened.
  5. Select
    Enter
     to save your changes.

XactPAY file retrieval/transmittal

You can choose to automatically retrieve XactPAY consent files and/or to automatically process and transmit XactPAY files to The Hartford. To do so, follow these steps.
  1. Setup
    Firm Information
    Firm
    Payroll Automation
     tab.
  2. In the XactPAY section, mark the
    Automatically retrieve consent files
     checkbox if you want the application to automatically search for and retrieve consent files from The Hartford whenever the
    Process XactPAY Files
     screen is opened.
  3. The
    Automatically process and transmit files
     checkbox, which is marked by default, causes the application to automatically process and transmit XactPay files once a day at a specified time. If you want to process and transmit them manually from the
    Process XactPAY Files
     screen, clear this checkbox.
    note
    The files should be processed and transmitted to The Hartford only once a day to avoid multiple daily transmissions, which the Hartford interprets as duplicate transmissions.
  4. If you're choosing to automatically process and transmit XactPay files, you must select a time of day in the
    Process and transmission time
     field. The default selection is
    5:00 PM
    , but you can modify this time by making another selection from the dropdown list. At the selected time every day, the application will automatically process and send all XactPAY files to The Hartford.
    note
    If the application is closed at the specified transmission time, all files for that day will be transmitted when the application is reopened.
  5. Select
    Enter
     to save your changes.

Complete payroll output

The
Complete Payroll Output
 feature enables you to print all payroll or vendor checks, reports, and invoices, and payment forms (when liabilities are paid), for selected clients at 1 time.
To set the report profile for this output, do the following:
  1. Select
    Setup
    Firm Information
    Firm
    Payroll Automation
     tab.
  2. Go to the Complete Payroll Output section.
  3. Select the
    Report profile
     from the dropdown.

This article applies to:

  • Product: Accounting CS
  • Subject: Clients,Setup

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