Use the filtering fields to limit the number of clients that display in the Enrollment grid to those that meet specific criteria.

Choose either the Add Clients or Terminate Clients option. When the Add Clients option is chosen, the reason code that displays in the Employer 2 or Employer 1 record will be A, for add clients. When the Terminate Clients option is chosen, the reason code will be D for delete clients.

Enter the Agent number as appropriate. Agent Numbers must be formatted as A + 00 + a five digit number (A0012345).

All fields in this grid must contain information before an enrollment file can be created. The Enrollment grid contains the following information.

• Selection checkbox. Mark the checkboxes next to the clients you want to include in the enrollment file when you click the Create button.
• Client ID, Client Name, and Payroll Name. The client ID, name, and payroll name are displayed in these columns and cannot be modified here. This information is populated from the Main tab of the Clients screen.
• Payment Method. Select the appropriate payment method from the drop-down list. Options include the following:
  • 1 - Agent pays from client's account
  • 2 - Agent pays from impound account
  • 3 - Client pays from client's account
  • 4 - Client pays from another software
• Payment Type. Select the appropriate payment type from the drop-down list. Options include the following:
  • ACH - Credit
  • ACH - Debit
• Client Contact. Select the appropriate client contact to be used. The drop-down list contains all contacts specified as a payroll form signer.
• Effective date. This field defaults to the system date, but you can override the date here.
• Agent Contact. Select the appropriate contact to be used. The drop-down list contains all staff for this client who are specified as a payroll form preparer.
• Bank Account. The bank account that displays in this field depends on the payment method selected in the grid. For payment methods 1, 3, and 4, the drop-down list will contain all the client's bank accounts. For payment method 2, the drop-down list will contain all firm impound accounts that are designated to fund taxing agents.
• RTN. This field displays the routing number associated with the selected bank account and cannot be modified here. (Available only when the ACH - Debit payment method is selected).
• Account Number. This field displays the account number associated with the selected bank account and cannot be modified here. (Available only when the ACH - Debit payment method is selected).
• Type. This field displays the account type associated with the selected bank account and cannot be modified here. (Available only when the ACH - Debit payment method is selected).
• Credit Justification. When you are paying using the ACH - Credit method, the State of Florida requires an explanation/reason for paying with this method. Use this field to provide your explanation. (Available only when the ACH - Credit payment method is selected).

Click the Preview Selected button to view the selected client's enrollment files in a report format.

Click the Manage e-Enrollment button to open the Manage e-Enrollment Files dialog, where you can preview processed files in report or agency format, recreate files for a single client or in a batch, or delete the files for individual clients to delete them from the application.

The file location in which the enrollment files will be created is listed here. If you want to modify the file location, choose Setup > File Locations and modify the path in the Internet/Magnetic field in the File Creation section.

Click the Create button to initiate the creation of the e-Enrollment file. The file is saved in the file location listed at the bottom of the screen and also becomes available in the Manage e-Enrollment Files dialog.