Payroll Functions Menu #

Overview #

ProPay is a powerful payroll software designed to streamline your payroll processing tasks. This Knowledge Base article focuses on the Payroll Functions menu, which is a central hub for managing client information and processing payrolls.

Key Features #

Client List Access #

1. Click on “Payroll Functions” to access the client list.
2. To process payroll for a client:
   • Double-click on the company name, or
   • Click once to highlight the company, then click “Enter Payroll”

Screen Layout #

The top of the screen displays the following items from left to right:

CALL (Red Check Mark) #

• Indicates clients scheduled for payroll this week
• Can be manually added or removed:
  1. Highlight the client
  2. Left-click once
  3. Right-click to toggle the check mark

Tip: This feature helps focus on clients scheduled for payroll this week.

Call Day #

• Shows the day of the week or month for client contact
• Helps manage client communication efficiently

Call Time #

• Indicates the scheduled time to contact the client for payroll information

Type #

• Displays payroll frequency: (W)eekly, (B)iweekly, (S)emimonthly, or (M)onthly

File ID #

• 3-character identifier for file management purposes

Clients #

• Use “LIST CLIENTS” button to toggle between all clients and those scheduled for payroll

Phone #

• Primary contact number for payroll information

Contact #

• Designated person for submitting payroll information

Pay Day #

• Indicates the client’s payday

Comment #

• Space for temporary notes (automatically erased before next pay date)
• Press “Enter” after typing to save the comment

Reminder #

• Displays permanent notes set during client setup
• Can only be changed through “Client Functions” > “Change Client”

Common User Queries #

Q: How do I find a specific client quickly? #

A: Use the “Find Client” feature:

1. Click “List” to display all clients
2. Type the first 1-3 letters of the client name
3. The scroll bar will move to the matching client

Q: Can I see only the clients scheduled for payroll this week? #

A: Yes, click the “LIST CLIENTS” button at the bottom of the screen to toggle between all clients and those with red check marks (scheduled for payroll).

Q: How do I add or remove a client from this week’s payroll schedule? #

A:

1. Highlight the client
2. Left-click once
3. Right-click to add or remove the red check mark

Troubleshooting #

Issue: Cannot see the red check mark for a scheduled client #

1. Ensure you’re viewing the correct week
2. Try manually adding the check mark (see instructions above)
3. Verify the client’s payroll schedule in “Client Functions” > “Change Client”

Issue: Comment not saving #

1. Make sure to press “Enter” after typing the comment
2. Check if the comment field is active (highlighted)
3. Try closing and reopening the Payroll Functions menu

Additional Functions #

• Exit: Close the Payroll Functions menu
• Enter Payroll: Process payroll for the highlighted client
• Phone: Dial the client’s number (requires modem connection)
• Print List: Generate a printout of the client list

Feedback and Support #

For additional assistance or to provide feedback on this documentation, please:

• Use the help menu within the ProPay software
• Visit our website at https://www.Paysoft.com

Your input helps us improve our documentation and software. Thank you for using ProPay!