Payroll Setup

The Attendance Tracking module helps track employee time off. Although designed for monthly accrual of vacation, personal, and sick days, it can be used to manually track time off regardless of how often time is accrued. The Attendance module can be...

Any person who was employed by the company during the current calendar year should be entered into the system. Before payroll can be processed, there are several setup steps. Profile The Arrow icons at the bottom of the screen allow paging f...

For the Federal Unemployment Tax Rate (FUTA), in Accounting go to Setup / Payroll Tax Tables . At the Select a Payroll Tax Table screen click on the FICA / Medicare button. Fill in the FUTA Tax Rate box with the correct rate. Enter the rate o...

The federal payroll tax tables that set the parameters for withholding non-voluntary taxes from employees' paychecks may change periodically. They generally are updated annually with new Circular E government publication in the month of December. Th...

The following instructions should be used for setting up a payroll deduction and setting up and posting an annuity (401K) deduction. Setup General Ledger Add a new general ledger account at  Accounting / File / Open / G/L Accounts for the payrol...

The Families First Coronavirus Response Act (FFCRA) requires certain employers provide employees with paid sick leave and expanded family and medical leave for specified reasons related to COVID-19.  Important Note:  Agvance build 6.0.14830 or lat...

Set up each employee’s allotted time off at  Payroll / Attendance on the  Setup tab. Indicate the time in days (fractional parts of a day are allowable) or hours that each employee is allowed for each accrual period. For example, if an employee h...

Some companies choose to show the company-paid benefits on the employee check stub. To be able to show this information to the employee, multiple offsetting voluntary deduction lines are used. Therefore, the company-paid deductions are displayed but...

There are several configurations and tax tables that must be setup before employees can be entered successfully. These may be done in any order prior to entering the employee information. Federal Tax Tables – Both married and single tables are e...

This option was designed for the Oregon and Washington state worker’s compensation insurance that is deducted from employee checks based on hours worked. The worker’s compensation code is entered in W/C Code which should match the codes set on the...

Periodically it is necessary to add to the existing pay and/or deduction categories. Consider the G/L posting implications of this new pay or deduction category. Add any G/L accounts necessary to accommodate. At Setup / Preferences on the Payr...