Complete Payroll Output overview

Alerts and notices

For live payroll processing only

The Complete Payroll Output feature enables you to print all payroll or vendor checks, reports, and invoices, and payment forms (when liabilities are paid), for selected clients at one time.

The Complete Payroll Output feature is designed to run as a background process. It displays no prompts, nor does it verify any settings during processing. Therefore, it is important to follow the setup steps as described in this overview so that the feature can perform these tasks as you want and expect them to be performed. You can use the Complete Payroll Output Monitor portlet to view the progress of each part of the process.

Setting up the Complete Payroll Output Monitor portlet

Because the Complete Payroll Output process runs completely in the background, we have provided a portlet that you can use to track the processing status. Information displayed on the portlet includes the time processing was started, the staff person who started it, the number of clients being processed, and the status of the processes.

  1. Click the Staff Dashboard button at the top of the screen.
  2. Click the Select Portlets link.
  3. In the Select Portlets dialog, mark the Complete Payroll Output Monitor checkbox.
  4. Refer to the Working with portlets topic to learn how to rearrange and resize the portlet to your best advantage. If you are using multiple monitors, you may find it useful to undock the portlet and move it to another monitor, so that you can track the status of processing while continuing to work on your primary monitor.

Selecting a report profile for Complete Payroll Output

Complete Payroll Output automatically runs payroll reports for the clients you are processing with this feature. The application uses any client-specific report options that you have saved. But if no report profile exists for a client, the application uses the firm-level report profile that you select for Complete Payroll Output.

  1. Choose Setup > Firm Information > Firm and click the Payroll Automation tab.
  2. In the Complete Payroll Output section, select the report profile you want to use when printing Complete Payroll Output. The Report profile field contains all report profiles set up for the firm.

    Note: If the report options within a profile have been modified at the client level for any of the clients, those client-level options are used for those clients. See Working with report profiles for more information about setting up firm-level and client-level report profiles.

  3. Click Enter to save your report profile choice.

Selecting a non-funded agent liability payment option for Complete Payroll Output

By default, the application makes non-funded agent liability payments as part of the Complete Payroll Output process. However, you have the option to change how the application handles these liabilities.

  1. Choose Setup > Firm Information > Firm and click the Payroll Automation tab.
  2. In the Complete Payroll Output section, choose how you want the application to handle non-funded agent liability payments. The options are as follows.
    • Make payments with each payroll (Default) Choose this option to have the application make payments for all non-funded agent liabilities during Complete Payroll Output processing.
    • Make no payments. Choose this option to have the application create open liabilities for all non-funded agents during Complete Payroll Output processing.
    • Make payments only if the liability due date falls before the next scheduled check date. Choose this option to have the application make non-funded liability payments only for liabilities that must be made at that time. The application determines, based on the client's payroll schedules, if there will be another payroll run prior to the liability due dates. If not, the application pays those liabilities. Note that you can't choose this option for clients that have no payroll schedule set up.
  3. Click Enter to save your choice.

Important information to review prior to printing Complete Payroll Output

The Complete Payroll Output feature processes all selected clients at one time, but for each client, the feature uses the firm-level and client-level settings that you have previously set up.

Note the following information prior to printing Complete Payroll Output.

  • If liabilities are created during the printing process:
    • Non-funded liabilities are printed as checks or as direct deposit payments, and paid, using the payroll date as the payment date. This triggers the application to print payment coupons (if applicable) for state tax liability payments. You can mark the Use due date as payment date checkbox on the Payroll Liabilities tab of the File > Print Checks screen to use the due date from the selected liability as the payment date. (Note: If multiple liabilities are selected for a vendor and they have different due dates, the application uses the earliest of those dates as the payment date.) When this checkbox is cleared, the application uses the system date as the payment date by default. 
    • Funded liabilities are created in the Manage Impound Payments screen to be funded at a later time.
  • Non-funded liabilities are paid or not paid during the printing process based on the selection made in the Complete Payroll Output section of the Payroll Automation tab of the Firm screen.
  • Checks being sent to the portal for remote check printing will not be affected by selections made in the Checks tab of the Print dialog.
  • The reports that print for each client will be based on the report profile selected in the Payroll Automation tab of the Firm screen.
  • Billing invoices will use the invoice layout currently selected for the firm in the File > Print Billing Invoices screen.
  • If a client is set up to create fees as final (in the Billing tab of the Clients screen), no invoice will be printed for that client.

Printing Complete Payroll Output

  1. When it is time to print checks for your clients, choose File > Print Checks and mark the checkboxes for the appropriate payroll or vendor checks. At least one payroll check must be selected for the Complete Payroll Output button to become active.
  2. Instead of clicking the Print Selected button, click the Complete Payroll Output button to open the combined output Print dialog, which contains tabbed pages for each output type, Checks, Reports, and Billing Invoices.
  3. In the Print dialog, make your selections for each output type and then click OK to print your complete payroll output for the selected clients.

    Note: When you choose the Output to printer option, be sure to select a printer from the drop-down list.

Complete Payroll Output workflow diagram

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