Warning
Product support for the ended on September 30, 2020.
- Write Up CS
- Payroll CS
- Engagement CS
- Client Bookkeeping Solution
- Financial Analysis CS
Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.
The Data Entry Options dialog allows you to customize the tab sequence (to skip grid columns or to disable certain fields) and to choose the preferred settings for a number of data-entry options. In addition, it allows you to customize certain payroll check calculations. The settings in this dialog are client-specific and, for a selected client, are saved for future data-entry sessions unless you return to this dialog to change the settings for that client.
When the Payroll Check Entry dialog is active, open the Data Entry Options dialog by choosing Options from the Edit menu or from the right-click context menu.
See also: Choosing options for payroll data entry
Fields & buttons
Choose a calculation profile from the drop-down list.
Notes
- Calculation profiles that appear in the drop-down list are client-specific and are defined in the Setup > Calculation Profiles dialog.
- To add a new calculation profile, or to edit or review an existing calculation profile, click the Edit profile button.
- When the calculation profile for payroll check entry is single frequency and an employee has pay items with differing frequencies (other than Non-periodic), that employee will not display in the Employee drop-down list.
- Pay items with a different frequency than specified in the selected calculation profile will not display in the payroll check entry window.
Choose one of the following options from the drop-down list:
- All employees
- Do not autoprompt (default)
- Non-salaried employees only
If you choose either All employees or Non-salaried employees only when adding a new check, the next employee is automatically highlighted in the drop-down list of the Employee field in the Payroll Check Entry dialog.
In Payroll CS, you would normally enter employees' work time in hours and decimal fractions.
However, if you prefer to enter time as hours and minutes, mark the Convert hours to decimal checkbox in the Data Entry Options dialog. The program will then automatically convert each time entry to its decimal equivalent.
Example:
To record work time of 30 hours and 15 minutes, you would normally enter 30.25 hours.
However, if the Convert hours to decimal option is marked, you would type 30.15. As you tab to the next field, the program automatically converts the entry to 30.25 hours. (Note that an entry of 29.75 would also convert to 30.25 hours.)
To sort by employee name (rather than by employee ID) during payroll check entry, mark this checkbox.
To automatically duplicate the number of units from the previous check entered during this data-entry session, mark this checkbox.
When this checkbox is clear (default setting), the program will automatically alert you if you attempt to save a payroll check record when one or more payroll items or company matching amounts have no associated GL account on the employee's record. This feature is designed to help you ensure that each employee setup has been completed correctly.
If no GL accounts are assigned in the employee record, this message will not be displayed.
To disable the automatic alert message when one or more GL accounts is missing from the employee record, mark this checkbox.
When this checkbox is marked, the program automatically fills in the period beginning and ending dates as well as the check date during payroll check entry.
If this checkbox is marked and the Period end date is enabled (unmarked in the Fields to disable group box), the program automatically updates the period end date in the Salaried/Hourly Check Creation dialogs.
Mark the checkbox for each field you want to automatically skip when using the Payroll Check Entry window. The field you mark to skip will be disabled, or gray. As you tab from field to field, the cursor will automatically skip to the next field that is not grayed out.
You may choose to skip any of the following fields during payroll check data entry:
- Period beginning date
- Period end date
- Check date
- Check number
- Sales
- Units
- Number of periods
Mark the checkbox for each column you want to skip during data entry in the Payroll Check Entry window:
- Regular hours
- Overtime hours
- Double-time hours
- Pay rate
- Pay amount
- Deduction/withholding amount
- Pieces (available only for clients using piecework payroll).
CREATIVE SOLUTIONS ACCOUNTING
