Employees > Direct Deposit tab

Alerts and notices
Leave feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

For licensed users of the Payroll CS Direct Deposit module: Use the Direct Deposit tab of the Setup > Employees window to set up employee information for direct deposit files. Each employee payroll check can be deposited in multiple accounts, as defined in this tab. The information located here tells the application where each employee's payroll check should be direct deposited and how the deposit(s) should be made.

Note: An employee's paychecks may be direct deposited to multiple accounts. The application calculates the deposit(s) in the order in which they appear in the grid. The application assigns the remaining balance of the direct deposit amount to the last account listed or to the first account listed without a corresponding percentage or amount. You can reorder the rows of the grid using drag and drop. (In either the Add or Edit mode, click the number button at the left of a row using the left mouse button. While holding the mouse button down, drag the row to its desired new position, and then release the mouse button.)

Fields & buttons

Related topics

Setup > Employees overview topic

Setting up a client for direct deposit

Payroll CS Guide to Handling Direct Deposit (PDF)
This PDF guide includes an extended example describing the client setup and processing steps for direct deposit.

Share This