Changes for page Setting up a New Payment
Last modified by Peytience S on 2023/10/31 14:48
From version 3.1
edited by Peytience S
on 2023/05/03 17:44
on 2023/05/03 17:44
Change comment:
There is no comment for this version
To version 2.1
edited by christie w
on 2023/02/06 22:00
on 2023/02/06 22:00
Change comment:
There is no comment for this version
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... ... @@ -1,21 +1,43 @@ 1 1 **To set up a new payment in your payroll program:** 2 2 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. 3 +* 4 +** Go to **"Manage Liabilities"**. 9 9 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. 6 +* 7 +** Below box 1 on the left side, click on the **"New"** button to open the **"New Payment" **window. 13 13 9 +* 10 +** Enter the** "Title"** for the payment to appear on the list and enter the **"Pay** **To"**. 11 + 12 +* 13 +** You can enter the address and a memo if you like. 14 + 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. 18 + 19 +* 20 +** Leave the **"Report Type" **set to **"None" **unless it is a tax payment, then select the proper tax type from the list. 21 + 22 +* 23 +** From the **"Frequency" **drop down, select how often the payment will be made. 24 + 25 +* 26 +** Click the **"OK"** button. 27 + 28 + 14 14 [[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"]] 15 15 16 16 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. 32 +* 33 +** In the **"Settings"** window, verify the payment being set up includes the correct **Deductions **and/or **Employer Paid Items.** 20 20 35 +* 36 +** 37 +*** If the settings are not correct, click **"Cancel" **and make the necessary corrections. 38 + 39 +* 40 +** 41 +*** If the settings are correct, click the **"Continue" **button to create the payment. 42 + 21 21 [[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"]]