Dashboard portlet: Payroll Tracking

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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.

The Payroll Tracking portlet tracks the status of each payroll batch that needs to be run for the day and displays other information related to the payroll batch.

To modify fields for a payroll: Click the Ellipsis Ellipsis button button for that payroll to open the Pay Period Details dialog.

To reassign the processor for a payroll: With the Payroll Tracking portlet open in the Firm Dashboard, right-click the row for the payroll run to reassign the payroll to the primary processor or back to the backup processor.

See also: Using the Payroll Tracking portlet.

Fields & buttons

Use the Filtering section to specify the information that you want to display in the Payroll Tracking grid. After making changes in the Filtering section, click the Refresh button to refresh the information that displays in the Payroll Tracking grid.

Not Completed - All. (default) When this filter is selected, only payrolls that have no information in the Date Completed column display in the grid. By default, the grid will display any payrolls that have a check date that falls within the next five business days. Other filter options included are:

  • Uploaded
  • Pending Download
  • Downloaded
  • Suspended
  • Unprinted
  • Partially printed
  • Completed - All
  • Printed
  • DNP (do not pay)

Completed Payrolls. When this filter is selected, only payrolls that have a date entered in the Date Completed column are displayed.

Filtering fields. Use the Filter by, Method, and Selected fields to filter the information that displays in the grid. The main filtering fields available are:

  • Assigned Processor ID
  • Assigned Processor Name
  • Backup Processor ID
  • Backup Processor Name
  • Check Date
  • Checks Out Date
  • Client ID
  • Client Name
  • Date Completed
  • Pay Frequency
  • Payroll Journal Entry
  • Payroll Schedule Description
  • Payroll Schedule Status
  • Primary Processor ID
  • Primary Processor Name
  • Time In Date

Within the Payroll Tracking grid, you can sort by any of the displayed columns, due in date, due out date, client, status, and more. With this information available, you can quickly tell which payrolls need to be processed and determine the status of a particular client’s payroll.

The columns that display in the Payroll Tracking Grid are those selected in the Payroll Tracking tab of the Setup > Firm Information > Firm screen. The grid can include any of the columns that are described in the Firm > Payroll Tracking tab topic.

  • Check Date. (Required) This date is retrieved from the Check Date field of the pay schedule selected in the Payroll Information tab of the Setup > Clients screen.
  • Client ID. (Displays by default) You must select either the Client ID column or the Client Name column.
  • Client Name. You must select either the Client ID column or the Client Name column.
  • Processor. (Displays by default) The primary processor information is retrieved from the Primary processor staff ID field on the Main tab of the Setup > Clients screen. You can modify the selection within the Pay Period Details dialog. You can right-click the row in the grid to reassign the payroll to the primary processor or back to the backup processor.
  • Time Entry Method. (Displays by default) The time entry method is retrieved from the Payroll Information tab of the Setup > Clients screen.
  • Status. (Required) This column displays the status of the payroll. Possible statuses are Not processed, Uploaded, Pending Download, Canceled, Downloaded, Suspended, Unprinted, Partially Printed (some checks linked to a schedule have been printed, and some have not), and Printed.
  • Notes. (Displayed by default) Displays notes related to payroll that were created in the Pay Period Details dialog.
  • Changes Initiated By. This field, which you can modify in the Pay Period Details dialog, enables you to track if the client or processor made changes after the payroll was entered.
  • Do Not Pay. (Displays by default) This checkbox, which you can mark or clear in the Pay Period Details dialog enables you to mark a payroll run as completed and advance the pay dates to the next payroll date. When you mark the checkbox, a dialog asks you to verify that you want to advance the payroll and advance to the next check date.
  • Do Not Pay Reason. This column displays the reason entered for marking this payroll as Do Not Pay. You can modify the reason in the Pay Period Details dialog from a predefined list.
  • Payroll Journal Entry. (Displays by default) Displays the status of the payroll journal entry. If the file has not yet been created, the column displays the value selected in the Export to program field in the Integration tab of the Setup > Clients screen. This could be QuickBooks, ACS, CSA, or None. If the file does exist, the column displays the status of either Completed or Partially completed.
  • Date Completed. (Displays by default) This column displays the date and time that the payroll checks were printed.
  • Time In Date. This is the date that the payroll is due to be processed. By default, the payrolls in the grid are sorted by this date.
  • Checks Out Date. This column displays the date that checks are due to be printed.
  • Output Method. (Displays by default) Displays the output method that is selected for the client in the Payroll Information tab of the Setup > Clients screen.
  • Backup Processor. Displays the backup processor that is assigned for this client in the Backup Processor field on the Main tab of the Setup > Clients screen. You can right-click the row in the grid to reassign the payroll to the primary processor or back to the backup processor.
  • Payroll Schedule Frequency. Displays the pay frequency of the payroll schedule.
  • Payroll Schedule Description. Displays the name of the payroll schedule.
  • Number of Payroll Checks. Displays the total number of payroll checks processed for the pay period.
  • Number of Paper Payroll Checks Printed. Displays the number of checks sent to the printer for the pay period.
  • Number of Remote Payroll Checks Printed. Displays the number of payroll checks printed to Remote Payroll Check Printing for the pay period.
  • Number of Vendor Checks Printed. Displays the number of vendor checks printed that are associated with the payroll run.
  • 24 Hour Payroll. The application will flag a payroll run as 24 Hour Payroll if the payroll checks are printed after 4pm local time two business days before the check date.

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