Setting up payroll alerts & email notifications

Alerts and notices
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Change to CS Support service hours

Our Support department is closed on Friday, April 28th for a company event. However, limited Accounting CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline for quarterly payroll tax forms.

Links to our most popular payroll tax processing topics are available in the Alerts and notices section on the right side of most pages.

For live payroll processing only

The Alerts and Notifications feature enables you to alert your firm staff, client staff, or other stakeholders of certain payroll-related actions or conditions via pop-up alert and/or email notifications.

Email notifications are available only for firms running the application in the Virtual Office CS or the Software as a Service (SaaS) environment.

The Employee Defaults grid contains a list of payroll-related conditions that occur during employee data entry and the Check Defaults grid conditions that occur during payroll check entry, submission, or printing. Use the checkboxes in the grid to specify whom to notify about the condition and how to notify them.

  1. Choose Setup > Firm Information > Firm and then click the Payroll Alerts tab.
  2. In either grid, if you would like a condition to prompt an immediate notification via pop-up dialog, mark the Pop-up Alert checkbox for that condition. For example, to have the application display a pop-up alert when someone attempts to save an employee record without entering a Social Security number, mark the Pop-up Alert checkbox for Social Security Number validation: Blank.
  3. (For firms running the application in the Virtual Office CS or the Software as a Service (SaaS) environment) In either grid, if you would like the condition to prompt an email notification to specific roles or individual stakeholders, mark the appropriate checkboxes in the Email Notification columns. 
  4. (For firms running the application in the Virtual Office CS or the Software as a Service (SaaS) environment) To send email notifications to the client's additional contacts, mark the Additional Contacts checkbox. To send email notifications to other specific stakeholders, mark the Other checkbox and then click the Ellipsis button to enter their email addresses in the Other Email Addresses dialog.

Refer to the Payroll Alerts tab topic for explanations of each condition and checkbox in the grids.

Note: To exclude a client from particular alerts and email notifications, mark the appropriate checkboxes in the Payroll Alerts section of the Clients > Payroll Information tab.

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