Click to expand or contract the jump menu.

Contents
Requirements 1 - Requirements/Installation
Hardware & Software Requirements
Payroll Series version 13
Payroll Series version 14
Payroll Series version 15
Installing Top Pay

Company 2 - Company
New Company Setup
First time program launch
Setting Up Departments
Setting Up Groups

Default Information 3 - Default Information
New Employee Settings
Employee Information
Payroll Information
Add/delete Payroll Items
Income Items
Deductions
Employer Paid Items

Human Resources 4 - Human Resources
Cafeteria Plans
Pension Plans
Paid Time Off
Evaluate Employees
Loans

  Employees 5 - Employees
Create New Employees
Employee Info
Hours/Wage Info
Tax info
Employee Lists
Personal Information
Deleting /Renaming Employees

Payroll Information 6 - Payroll Information
Income Items
Deductions
Employer Paid Items

Linking to QuickBooks´ 7 - Linking Top Pay to QuickBooks
Exporting your Chart of Accounts from QuickBooks
Importing a QuickBooks Chart of Accounts
Linking Aatrix Top Pay and QuickBooks
Hints
Sample of the Required Links Setup

  Liabilities 8 - Liabilities
Creating the Liability Payment

Process Payroll 9 - Processing/Posting Payroll
Processing Payroll
Send/Post Payroll to QuickBooks

Process/Post Liability Payments 10 - Processing /Posting Liability Payment
Processing a Liability Payment
Send/Post Liability Payments to QuickBooks

Pay History 11 - Explanation of Pay History
Pay History Screen

Reports 12 - Reports
Generating Reports
Viewing/Printing Reports
Preview
Printing
Viewing in other applications
Other Report Features
Report Bundles

Backing Up Data 13 - Backing Up
Program Backup
Manual Backup

Previous section - Liabilities | Next - Process/Post Liab. Payments | Table of Contents | Documentation Home

SECTION 9 - Processing/Posting Payroll

In this section

    • Processing Payroll
    • Send/Post Payroll to QuickBooks

Processing Payroll

Open the Process Payroll tab window.

Select an employee's name from the Employee List (normally this would be the Master List).

Enter the total hours worked for the pay period, if applicable, for hourly employees.

Verify all Deductions and Employer Paid withholding amounts, making any adjustments to the pay sheet as necessary.

When you have finished setting up the employee's paycheck, select either the Print Check, Record Check or Queue Check icon.

  • Select Print Check if you only have to print a check for one employee. Fill in all necessary information on the Print Check Options screen.
  • Select Record Check if you only have to record a check for one employee. Fill in all necessary information on the Record Check Options screen.
  • Select Queue Check if you are processing checks for more than one employee.

If you chose the Queue Check option, continue with the following instructions and repeat the first 4 steps for each employee.

Click the Queue Check button.

Click the Print Queue button once the final check has been queued.

To verify the information before printing or recording the payroll checks, click the Reports button to print one of the Queue reports.

To see how the checks are going to be printed, select a check and then click the Preview button.

If you find a mistake on one of the checks:

  • Select the check and click the Edit button.
  • Change the information and then click the Save button.
  • Click the Done button.

In the Check Queue screen, select the Print All or Record All button – enter all necessary information on either the Print Check or Record Check Options screen.

Send/Post Payroll to QuickBooks

Process/record at least one payroll.

Select QuickBooks > Send/Post Payroll.

In the Send/Post portion of the window, enter information as needed.

Payroll data type: Click the Paychecks radio button.

   Employee list: From the Employee List pop-up menu, select the employee list whose payroll you want to post.

   Date recorded: Enter the payroll date you wish to post. The date must exist in your Pay History records and be entered in this format: 8/4/02 (month/day/year). Note that the program sends by date and not by employee.

Override date: (Optional) If you want to post payroll using a different payroll date, mark the Override date with checkbox and enter the date you wish the checks to appear within the accounting program.

Click the Send button.


Previous section - Liabilities | Next - Process/Post Liab. Payments | Table of Contents | Documentation Home


Aatrix, Inc. | My Aatrix | Documentation Home | Payroll Products Docs