Firm > Payroll Tracking tab

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For live payroll processing only

Use the Payroll Tracking tab to specify which columns to display, and the order in which to display them, in the Payroll Tracking grid of the Payroll Tracking portlet in the Firm Dashboard or the Staff Dashboard.

Choose Setup > Firm Information > Firm and then click the Payroll Tracking tab.

See also: Using the Payroll Tracking portlet

Fields & buttons

Mark the checkboxes for the columns that you want to display in the Payroll Tracking grid within the Payroll Tracking portlet of the Firm Dashboard or the Staff Dashboard. Required columns are marked by default and cannot be modified. Some other columns are marked by default, but can be unmarked if necessary.

To change the order of the items in the grid, highlight an item and use the up and down arrows to move that item. Click the Reset button to reset the columns to the default setup.

  • Check Date. (Required) This date is retrieved from the Check Date field of the pay schedule selected in the Payroll Information tab of the Setup > Clients screen.
  • Client ID. (Marked by default) You must select either the Client ID column or the Client Name column.
  • Client Name. You must select either the Client ID column or the Client Name column.
  • Processor. (Marked by default) The primary processor information is retrieved from the Primary processor staff ID field on the Main tab of the Setup > Clients screen. You can modify the selection within the Pay Period Details dialog. If you are viewing the grid from the Firm Dashboard, you can right-click the column to reassign the payroll to the primary processor or back to the backup processor.
  • Time Entry Method. (Marked by default) The time entry method is retrieved from the Payroll Information tab of the Setup > Clients screen.
  • Status. (Required) This column displays the status of the payroll. Possible statuses are Not processed, Uploaded, Pending Download, Canceled, Downloaded, Suspended, Unprinted, Partially Printed (some checks linked to a schedule have been printed, and some have not), and Printed.
  • Notes. (Marked by default) Use this text box to make notes about this payroll run.
  • Changes Initiated By. This field, which you can modify in the Pay Period Details dialog, enables you to track if the client or processor made changes after the payroll was entered.
  • Do Not Pay. (Marked by default) This checkbox, which you can mark or clear in the Pay Period Details dialog enables you to mark a payroll run as completed and advance the pay dates to the next payroll date. When you mark the checkbox, a dialog asks you to verify that you want to advance the payroll and advance to the next check date.
  • Do Not Pay Reason. This column displays the reason entered for marking this payroll as Do Not Pay. You can modify the reason in the Pay Period Details dialog.
  • Payroll Journal Entry. (Displays by default) Displays the status of the payroll journal entry. If the file hasn’t yet been created, the column displays the value selected in the Export to program field in the Integration tab of the Setup > Clients screen. This could be QuickBooks, ACS, CSA, or None. If the file does exist, the column displays the status of either Completed or Partially completed.
  • Date Completed. (Marked by default) This column displays the date and time that the payroll checks were printed.
  • Time In Date. This is the date that the payroll is due to be processed. By default, the payrolls in the grid are sorted by this date.
  • Checks Out Date. This column displays the date that checks are due to be printed. 
  • Output Method.  (Marked by default) Displays the output method that is selected for the client in the Payroll Information tab of the Setup > Clients screen.
  • Backup Processor. Displays the backup processor that is assigned for this client in the Backup Processor field on the Main tab of the Setup > Clients screen. If you are viewing the grid from the Firm Dashboard, you can right-click the column to reassign the payroll to the primary processor or back to the backup processor..
  • Payroll Schedule Frequency. Displays the pay frequency of the payroll schedule.
  • Payroll Schedule Description. Displays the name of the payroll schedule.
  • Number of Payroll Checks. Displays the total number of payroll checks processed for the pay period.
  • Number of Paper Payroll Checks Printed. Displays the number of checks sent to the printer for the pay period.
  • Number of Remote Payroll Checks Printed. Displays the number of payroll checks printed to Remote Payroll Check Printing for the pay period.
  • Number of Vendor Checks Printed. Displays the number of vendor checks printed that are associated with the payroll run.
  • 24 Hour Payroll. The application will flag a payroll run as 24 Hour Payroll if the payroll checks are printed after 4pm local time two business days before the check date.

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