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
Change comment: There is no comment for this version
To version 2.1
edited by christie w
on 2023/02/06 22:00
Change comment: There is no comment for this version

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Author
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1 -XWiki.peytiences
1 +XWiki.christiew
Content
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1 1  **To set up a new payment in your payroll program:**
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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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4 +** Go to **"Manage Liabilities"**.
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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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7 +** Below box 1 on the left side, click on the **"New"** button to open the **"New Payment" **window.
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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.
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22 +*
23 +** From the **"Frequency" **drop down, select how often the payment will be made.
24 +
25 +*
26 +** Click the **"OK"** button.
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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"]]
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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.**
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35 +*
36 +**
37 +*** If the settings are not correct, click **"Cancel" **and make the necessary corrections.
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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"]]