The Pay Schedule Report helps accountant partners manage clients’ past and upcoming payrolls.
Go to Reports > Partners > Client Company Reports > Pay Schedules.
The report shows all active pay schedules and will list companies chronologically in ascending order by the “Pay Deadline” date.
Use the search to find a specific client.
Company Info – The client’s company name is displayed with their PSID (account number). Click the company name to go to the client’s account.
Pay Schedule – Displays the name of the pay schedule and the pay frequency of the pay schedule.
Last Payroll Ran information
DD collection – This shows the direct deposit collection date of the last payroll
Pay Date – Date of the last payroll
To-Do Payroll includes:
Pay Deadline- Last date to run payroll for on-time direct deposits
Pay Date – Date of the upcoming payroll
Run Payroll – Click to start step 1 of the payroll process for that client
Did you miss a payroll run deadline?
If you miss a payroll run deadline, you can still run payroll by: