Setting up a payroll check template

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Accounting CS enables you to create templates for payroll check transactions in the Actions > Enter Transactions screen. This saves you time during data entry and helps prevent data-entry errors because some of the information is already entered for you.

Important information

Creating a template

  1. Choose Actions > Enter Transactions.
  2. Start a new payroll check transaction using either of the following methods.
    • Select an existing payroll check.
    • Select Payroll check from the Type field, and then select an employee from the Employee field.
  3. Enter and/or update information that you want to include in the payroll checks that will be created from this template.
  4. Choose Edit > Save as Payroll Check Template.

Updating a template

The application automatically updates payroll check templates in the following situations.

Deleting a template

  1. At the bottom of the Actions > Enter Transactions screen, click the Edit Multiple Transactions link.
  2. In the Edit Multiple Transactions dialog, select Delete Payroll Check Templates from the Action drop-down list.
  3. The application displays the payroll check templates that have been created for the selected client. Mark the checkbox for each template to delete, and then click OK.

Related topics

Setting up and using transaction templates

Using transaction templates to create payroll checks

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