Day 3

Payroll

Class Topics

Setting Up Payroll

Payroll Setup
Chart of Accounts
Payroll Defaults
Deductions
Payer Records

Employee Information

W-4
Pay Items
Time Off
Liabilities
Engage Payroll

Calculating Payroll

Salary
Hourly
Time Off

Writing Payroll Checks/Direct Deposit/ACH

Writing A Payroll Check
Direct Deposit Payroll
- Set Up Employee Account Information
- Employee Selection
- Processing Payroll for Direct Deposit Payroll
ACH Payroll Deposit
- ACH Setup
- General Section
- Immediate Destination/Immediate Origin
- Export File Defaults
- Set Up Employee Information
- Employee Selection
- Processing Payroll for ACH Deposit
- Create ACH File

Voiding a Payroll

Reissuing a Payroll Check

Correcting Taxable or W-2 Information Not Set Up Correctly

Validating 941 and W-2 Information

Verifying Balance Sheet Payroll Liabilities

User Deductions

Aatrix and Payroll Tax Forms

Tax Forms Payer Information
Using Aatrix Tax Forms
Continuous Updates
941 Form
W-2/W-3 Forms
State Forms

Sick, Vacation, and Comp Time

Calculating Time Off

Payroll Reports

Aatrix Forms Viewer

Automatic updates
Selection of the Report Type
- Both Federal and State reports are available
  - How to produce the reports
- View Historical reports
  - How to print the reports or file the report electronically
  - Reports are saved on the computer that the report was generated on

941 Reporting

Use the Taxable Income Summary report, with the Date Paid option, to validate information on the 941 and/or W-2 forms are correct.
Best practice on how to make changes if necessary

W-2 Reporting

Validate the information on the Payer record
Use the Taxable Income Summary report, with the Date Paid option, to validate information on the 941 and/or W-2 forms are correct.
- How to make changes if necessary

1099 Reporting

Use the Ledger by Vendor Report to determine what Vendors need to receive a 1099
How to mark missing payments to be included on the 1099

History

How to find previously filed reports

Event Registration

📄 Class Topics

Creating An Event Record

Adding Event Details
How to Add Activities
Adding Connections

Event Notices

How to Navigate to Event Notices
Ways to use Event Notices
How to set up a Search to Send Notices

Connecting an Event Record to Web Ministry Tools

How to login to Web Ministry Tools
Creating and Connecting an Event
Previewing and Publishing your Event Link

Registration Entry

Engage Registrations
- Event History and Payments
- Resulting Registration Entry
Manual Registrations
- Registrant
- Contacts
- User Fields
- Activities
- Payments
- Sent Notices
- Post Payments to Ledger
Adding New Payments for an Event
- Through Engage
- Through CDM+

Viewing Historical Event Registration for Members

Individual Records
- Connections

Event Reports