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CHAPTER TOPICS
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Menus contains links to the beginning of each chapter as well direct links to highlights of each chapter.
Basics Basics
Software terms
Getting help
Customer Support
Getting Started 1 -Getting Started
Company Setup
Tab window primer
Preferences
Company 2 - Company
Direct Deposit
Departments and Groups
Other features
Checkstock Watcher
Preferences
Error checking
Mailing labels

Human Resources 3 - Human Resources
Cafeteria Plans
Reimbursement claims
Closing out a Plan Year
Pension Plans
Paid Time Off
Evaluate
Employee Evaluator
Loans
Advance checks
Adjustments
Loan details

Employees 4 - Employees
Employee defaults
Employee Information
Entering new employees
Hours/Wage
Tax tab window
Importing information
Pay history
Past pay history
Add pay items to checks
Removing pay items
Update employer paids
Print paycheck records
Deleting paychecks
Reprinting paychecks
Duplicating paychecks
Using employee lists
Find and replace
Payroll Items 5 - Payroll Items
Creating payroll items
Income
PTO items
Deductions
Employer paids
Setting limits
Upper Limit
Lower Limit
Managing payroll items
Payroll items reports
Job costing
Creating jobs
Assigning jobs
Deleting jobs
Job Costing Reports
Process Payroll 6 - Process Payroll
Before processing payroll
Processing paychecks
Editing Paysheets
Job Costing
Printing checks
Recording checks
Posting Payroll
Other tasks
Printing Paysheets
Bonus checks
Importing hours
Check Queue
Preview paychecks
Paycheck Queue
Aligning checks
Reports 7 - Reports
Generating reports
Preview
Reports List
Report Queue
Print & Mail reports
Aatrix FormViewer
Processing forms
Printing forms
Page Align
Form 1099
eFile
Enroll in eFile
EZ Report Builder
Report Bundles
Liabilities 8 - Liabilites
Check registers
Liability payments
Create payments
Edit payments
Delete payments
Liability checks
Payment history
Check Register
Managing check registers
Printing registers
Reconciling registers
New check registers
Liability Registers
Manage liability registers
Create liability registers
Entering payments
Editing entries
Deleting entries
Posting 9 - Posting Data
Gross pay expensing
Posting to QuickBooks®
Linking QuickBooks®
Importing Chart of Accounts
Link items
Editing links
Send/post paychecks
Send/post liability checks
Posting to Quicken
Posting to MYOB
Check Designer 10 - Check Designer
Sample templates
Graphic tools
Viewing templates
Display Options
Understanding Fields
Time Card 11 - Time Card
Using Time Card
Employee Timesheets
Before using Time Card
Manual entry
Timesheet data fields
Print timesheets
Other Tasks
Importing hours
Print time cards
Time Card reports
Calendar/Lists 12 - Calendar/Lists/Reminders
Calendar
Floating Lists
To Do list
Year End Checklist
Data Maintenance 13 - Data Maintenance
Backing up
Restoring
Purging Data
Annual Archiving
Moving files

Appendix A
Standard Reports
Appendix B
States Requiring
Special Attention