Live payroll processing workflow - with impounding

Show expandable text

We moved!

Help articles have been migrated to the new Help and Support. You can find help for your products and accounts, discover FAQs, explore training, and contact us!

For live payroll processing only

When you enable the Payroll service for your client in Accounting CS, you (or your client using Accounting CS Client Access) can use the additional features to quickly and easily process payroll for their business. Before you or your client can begin processing payroll in Accounting CS, there are a few things that need to be set up.

The flowchart below walks you through the process of live payroll processing using impounding. You can use this workflow, whether you choose to fund payroll transactions before or after printing payroll checks.

Click to view details Click a shape that contains a link link icon icon to view relevant procedures in a new tab.

Print payroll reports (and preview unprinted checks if necessary)
[Not supported by viewer]
Are you funding
payroll transactions before or after
you print payroll checks?

[Not supported by viewer]
Fund payroll transactions
(pre-funding)
Fund payroll transactions<br>(pre-funding)
Create ACH files
Create ACH files
Pay liabilities
Pay liabilities
Print payroll checks
Print payroll checks
Fund payroll
transactions
(post-funding)
[Not supported by viewer]
Print payroll reports
Print payroll reports
Fund payroll liabilities (post funding)
Fund payroll liabilities (post funding)
Do you need to fund
payroll liabilities?
[Not supported by viewer]
Create ACH files
Create ACH files
Fund payroll liabilities
(pre-funding)
Fund payroll liabilities<br>(pre-funding)
Create ACH files
Create ACH files
Enter batch payroll checks (for all applicable clients)
Enter batch payroll checks (for all applicable clients)
Print payroll checks
Print payroll checks
No
No
Are you funding
liabilities before or after
you pay them?

[Not supported by viewer]
Yes
Yes
Print payroll reports
Print payroll reports
Pay liabilities
Pay liabilities
Create ACH files
Create ACH files
Before
Before
After
After
Payroll processing is complete
Payroll processing is complete
Print payroll reports
Print payroll reports
Pay liabilities
Pay liabilities
After (post-funding)
After (post-funding)
Before (pre-funding)
Before (pre-funding)

Was this article helpful?

Thank you for the feedback!