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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Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.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 General tab of the Data Entry Options dialog allows you to define a variety of information during after-the-fact payroll entry for clients using the Payroll Compliance module, including fields to disable, columns to skip, and type of sorting.
Choose Payroll Check Entry from the Tasks menu. 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, then click the General tab.
Fields & buttons
From the drop-down list, select the desired employee autoprompt level. The choices are:
- All employees
- Do not autoprompt
- Non-salaried employees only
Select this option to convert employee hours to decimals.
Select this option to sort the list of checks by employee name.
To automatically duplicate the number of units from the previous check entered during this data-entry session, mark this checkbox.
Note: The Duplicate units feature works only if Check Template Retrieval is currently off.
Select this option to have the system automatically bring up a prompt requiring you to enter the employee's initials. This allows you to confirm that you are entering the check for the correct employee.
When this checkbox is clear (default setting), the program will automatically alert you if you attempt to save a payroll check record but one or more payroll items or company matching amounts have no associated GL account on the employee record. This feature is designed to help you ensure that each employee setup has been completed correctly.
This message will not be displayed if no GL accounts are assigned in the employee record.
To suppress the automatic display of the alert message when one or more GL accounts is missing from the employee record, mark this checkbox.
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 ungrayed field.
You may choose to skip any of the following fields during payroll check data entry:
- Period beginning date
- Period end date
- 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
You may mark this checkbox to have the program automatically complete all or part of the date fields that are enabled in the Payroll Check Entry window, using one of the following options:
- Enter period ending date
- Enter month end year
- Enter year
- Leave date field blank
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