Pay Schedule Report for Partners

The Pay Schedule Report helps accountant partners manage clients’ past and upcoming payrolls.

1. 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.
2. 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.
3. Pay Schedule – Displays the name of the pay schedule and the pay frequency of the pay schedule.
4. Last Payroll Ran information
   • DD collection – This shows the direct deposit collection date of the last payroll
   • Pay Date – Date of the last payroll 
5. 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:

• Sending a bank wire
• Using a bank wire for one-time prefunding
• Printing paychecks

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