HowTo:Setup ACH: Difference between revisions
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When company is ready to create payroll checks, the user will go to ‘Create Payroll Checks’ under the Payroll menu. During this process, a check will be created and if the employee has ‘ACH Payments’ checked on their Person screen (with bank account info entered), the ‘Status’ on the check will be an ‘A’. The ACH checks are ready to be printed to file. | When company is ready to create payroll checks, the user will go to ‘Create Payroll Checks’ under the Payroll menu. During this process, a check will be created and if the employee has ‘ACH Payments’ checked on their Person screen (with bank account info entered), the ‘Status’ on the check will be an ‘A’. The ACH checks are ready to be printed to file. | ||
If an employee would prefer their payroll stubs to go to a personal email address instead of their work email (on Person Tab), go to the <b>Person - Addresses</b> screen and enter the employee's <b>Personal Email</b> address. Then go to the <b>Person - Accounting Defaults</b> screen (the Account Defaults Tab on the Person record) and check the <b>Payment Email</b> check box and select <b>Rel Type = Personal</b>. Be sure the <b>ACH Payments</b> check box is selected, and the employee's bank account information appears in the <b>AP Bank Account</b>. | |||
'''For AP Invoice payments:''' | '''For AP Invoice payments:''' | ||