Payroll Version 17 Manual
 
 
Getting Started
About the Aatrix Payroll Series
  1. Thank you for choosing Aatrix Software.  Our payroll programs have been designed with an "open architecture" format that allows you to define and set the parameters for your deductions, employer paid contributions, and extra income items to fit your payroll needs.
  2. If the software "as is" cannot perform a needed payroll task, call customer support. A variety of additional plug-ins have been created to handle most situations.
  3. While comprehensive and powerful, our payroll programs use the latest in user friendly interface features which have made our software among the most popular on the market. However, if you have never done payroll processing before or you have any questions, our support staff will be happy to help you.
  4. This manual is for Aatrix Top Pay, Aatrix Ultimate Payroll, and Aatrix Paycheck, version 17. Please note that Paycheck might not have all the features of Top Pay or Ultimate Payroll. The information in this manual is current at the time of the initial release of version 17; however, due to programming changes for update releases, it may change without notice. The latest version will always be available on the Internet at http://documentation.aatrix.com.
Installation
  1. Payroll Series v 17 products operate on Mac OS 10.3 or higher. The application is Not supported on any platform lower than 10.3. Depending on your previous version, your installation may be different, so follow the instructions that came with your upgrade.
Launching the application
  1. When you start the payroll application, a screen to enter your registration code for Tax Tables will display. (NOTE: This registration code is your UNLOCK CODE.) Tax Tables are an annual subscription service from Aatrix, and automate your state and federal tax calculations for doing payroll. If you purchased Tax Tables, you would have been sent a registration code via email. Enter your customer number and Tax Table unlock code into the appropriate boxes, and then click Register. If you are using the program as a trial, click the Later button to continue.  This box will continue to appear until you have entered the appropriate information.
  2. A second registration screen will display, this one is to register your program.  It will connect to the Internet and ask for more information about your company.  This will greatly help our support staff should you ever call with questions, and also helps Aatrix by targeting our users' needs.  You can click the Register Later button to skip this step. This box will continue to appear until your have registered.
  3. Next, first time users will be asked to enter their name and company name into the application splash screen. This merely personalizes the product, and you can enter anything you like into the text fields of this screen. Click the Continue button when finished. You will not need to do this again (until the next major upgrade!)
  4. NOTE: Users upgrading to Payroll 17 from a previous version may see a series of screens called the Calculation Engine Wizard. Brand new users will not see this utility. The Calculation Engine Wizard simply asks you to confirm how certain pre-existing payroll items are setup. Verify the wizard's selections match your payroll items in each screen and click NEXT to continue. The amount of screens in this wizard depend on the number of existing payroll tax items. You will only see this Wizard on your first time launch after upgrade.
  5. Internet Update Check
  6. It's always a good idea to check for the latest version. It's quick, easy, and free of charge. New updates fix bugs, issues, and keep your program current. (This is an important issue to Print & Mail subscribers, since government forms can change every quarter.) If you do not have an Internet connection, you can call Aatrix Sales about getting quarterly updates on CD-ROM.
  7. Reminders: Reminders about changing SUTA and other tax rates may pop up on program launch. Click OK to acknowledge them and move on, or click the Stop showing this reminder button to turn off the reminders. You can always change this setup in Preferences. Reminders will show up (until you turn them off) each time you start up your payroll program.
Company Selection Screen
  1. After all those startup screens come and go, the program will display the Company Selection dialogue. When you first start up, a fully functional sample company, Rock Castle Construction, is selected by default. For new users, we recommend that you use this sample company to safely experiment with new or unfamiliar facets of the application.
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  4. You'll want to set up your own company and get going, but first let's take a look at the controls and functions of this dialogue.
Buttons in this window
  1. New Company
  2. Select this button to create a new company. For more information, please see Creating a new company
  3. Back up Company
  4. Select this button to back up the currently selected company.
  5. Restore from Backup
  6. If you should need to restore a backup, you would select the Restore from Backup button. For more information on how to restore from a back up, please see Data Maintenance .
  7. Delete Company
  8. To delete a company, select the company and click the Delete Company button. An alert will display warning you that all data for the company will be erased if you proceed. Click the Proceed button to continue with the delete process, or Cancel to abort.
  9. Quit
  10. To stop the launching of the payroll program, click the Quit button.
  11. Continue
  12. Select the company you want to open, then click the Continue button. The program will open to the Payroll Navigator window of the company you selected.