ProPay Payroll Software – System Set-Up #
Overview #
This knowledge base article provides detailed information on setting up essential company details in the ProPay payroll software. The article focuses on the “Payroll Company Name, Address, etc.” screen accessed through the Client Functions menu.
Accessing the Set-Up Screen #
- Open the ProPay payroll software.
- Navigate to the Client Functions menu.
- Select “Set-Up.”
- Choose “System Set-Up.”
- Click on “Payroll Company Name, Address, etc.”
Screen Details and Functionality #
Registered Payroll Processor Information #
Company Name and Address #
- This section displays the Registered Payroll Processor’s name and address.
- Example: Smith Payroll Service
- Note: This information is read-only and cannot be edited.
Phone and FAX Numbers #
- Shows the registered Payroll Processor’s phone and fax numbers.
- These numbers are printed on clients’ time sheets for convenience.
- Note: This information is read-only and cannot be edited.
Identification Numbers #
Federal and State ID #
- Action Required: Enter your Federal and State ID numbers.
- Purpose: Used for Agent Identification when filing client taxes on Magnetic Media and other purposes.
General Bank Operating Account #
This section is crucial for billing purposes, allowing automatic drafting of the employer’s bank account for payroll service fees.
Bank Details #
- Bank Name
- Action Required: Enter the Payroll Processor’s Bank Name.
- Bank R/T Number
- Action Required: Enter the Bank’s 9-digit routing number.
- Bank Account Number
- Action Required: Enter the Payroll Processor’s Bank Account Number.
Troubleshooting #
If you encounter issues while setting up or accessing this screen:
- Ensure you have the necessary permissions to access the System Set-Up menu.
- Verify that all required fields are filled correctly.
- Check your internet connection if using a web-based version of the software.
- Restart the ProPay application if it’s not responding.
Additional Help #
For further assistance:
- Use the help menu within the ProPay payroll software.
- Visit our website at https://www.Paysoft.com for additional resources and support.
Feedback #
We value your input! If you have suggestions for improving this documentation or encounter any issues not addressed here, please contact our support team through the ProPay software or website.