Changes for page Setting up a New Payment

Last modified by Peytience S on 2023/10/31 14:48
From version 2.1
edited by christie w
on 2023/02/06 22:00
Change comment: There is no comment for this version
To version 3.1
edited by Peytience S
on 2023/05/03 17:44
Change comment: There is no comment for this version

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1 -XWiki.christiew
1 +XWiki.peytiences
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1 1  **To set up a new payment in your payroll program:**
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3 -*
4 -** Go to **"Manage Liabilities"**.
3 +* Go to **"Manage Liabilities"**.
4 +* Below box 1 on the left side, click on the **"New"** button to open the **"New Payment" **window.
5 +* Enter the** "Title"** for the payment to appear on the list and enter the **"Pay** **To"**.
6 +* You can enter the address and a memo if you like.
7 +* From the list, select the items to be included in the calculation of the payment.
8 +** As you select them, a check will be placed in front of the item indicating it has been included in the calculation of the payment.
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6 -*
7 -** Below box 1 on the left side, click on the **"New"** button to open the **"New Payment" **window.
10 +* Leave the **"Report Type" **set to **"None" **unless it is a tax payment, then select the proper tax type from the list.
11 +* From the **"Frequency" **drop down, select how often the payment will be made.
12 +* Click the **"OK"** button.
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9 -*
10 -** Enter the** "Title"** for the payment to appear on the list and enter the **"Pay** **To"**.
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12 -*
13 -** You can enter the address and a memo if you like.
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15 -*
16 -** From the list, select the items to be included in the calculation of the payment.
17 -\\As you select them, a check will be placed in front of the item indicating it has been included in the calculation of the payment.
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19 -*
20 -** Leave the **"Report Type" **set to **"None" **unless it is a tax payment, then select the proper tax type from the list.
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22 -*
23 -** From the **"Frequency" **drop down, select how often the payment will be made.
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25 -*
26 -** Click the **"OK"** button.
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29 29  [[image:https://www.aatrix.com/files/2414/2360/9537/Setting_up_a_New_Payment_01.png||alt="Learn how to set up a New Payment in your Payroll Program." height="519" width="679"]]
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32 -*
33 -** In the **"Settings"** window, verify the payment being set up includes the correct **Deductions **and/or **Employer Paid Items.**
17 +* In the **"Settings"** window, verify the payment being set up includes the correct **Deductions **and/or **Employer Paid Items.**
18 +** If the settings are not correct, click **"Cancel" **and make the necessary corrections.
19 +** If the settings are correct, click the **"Continue" **button to create the payment.
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36 -**
37 -*** If the settings are not correct, click **"Cancel" **and make the necessary corrections.
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40 -**
41 -*** If the settings are correct, click the **"Continue" **button to create the payment.
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43 43  [[image:https://www.aatrix.com/files/3014/2360/9538/Setting_up_a_New_Payment_02.png||alt="Learn how to set up a New Payment in your Payroll Program." height="250" width="495"]]