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Integration with NetFirm CS

Allow access to Remote Payroll with Accounting CS

Complete these steps to turn on access to Remote Payroll for NetClient CS users.
  1. Sign in to NetFirm CS as an administrator.
  2. Select the
    Admin
     tab.
  3. Select
    Users
     in the NetClient CS section.
    note
    If you can't find the
    Users
     option, you don't have access to that area.
  4. Select the user from the list.
    tip
    Use the
    Find
     field to search the user list by the user's name or login.
  5. In the Permissions section, select
    Enable
     for
    Remote Payroll & Check Printing (ACS)
    .
  6. In the Clients section, mark the checkbox for the client the person will enter data for.
  7. In the Permissions section, mark the
    Remote Data Entry
     checkbox.
  8. If the client in Accounting CS has multiple locations or departments, and multiple NetClient CS users will enter data, you can designate 1 person as the
    Payroll Administrator
    .
    note
    The Payroll Administrator receives email notifications and is responsible for communicating with the other NetClient CS users that they need to enter payroll data. When completed, the Payroll Administrator needs to select
    Payroll Complete
     to submit the payroll data for all locations and departments at the same time.
    If there isn't a Payroll Administrator designated for a client with locations and departments, the notifications are sent to your firm.
  9. If the NetClient CS user is responsible for entering all payroll data for the client, leave the
    All Locations
     option selected in the Access Permissions section.
  10. If the NetClient CS user is responsible for entering payroll data for a specific location and department, select
    Selected
     in the Access Permissions section and select the locations and departments.
  11. Select
    Enter
    .

This article applies to:

  • Subject: Integration

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