Payroll Client Folder

Greg Hatfield Updated by Greg Hatfield

The Client Folder is displayed on the upper right half of the main screen and is updated as the current Client is changed in the list on the left. The Client Folder is a list of payees created for the current Client and modules for which data has been saved for the current Client. Payees are listed by type under the Employee/Recipient folder. Saved form data files are listed by form under the folder Employer/Payer Forms folder. Clicking an entry in the folder causes the module folder to expand or contract thereby showing or hiding the payee list and individual file descriptions. Selecting a payee or a module name from the folder and choosing Edit or double clicking a module opens that module and displays a list of file descriptions for files previously saved on the Data List Form for the user to select. If instead of selecting the module name from the Client Folder, the user selects one of the file descriptions then the module will open and display the file selected.

Data files may be deleted by selecting a module from the Client Folder and choosing DELETE FILE to display the Data List Form. Multiple files may be selected for deletion from the Data List but not from the Client Folder.

Recipients may be deleted by selecting a type from the Client Folder and choosing VIEW DELETE LIST to display a list of recipients. Select the recipients to delete from the list. See also Deleting Employees/Recipients.

Recipients may be sorted by Name or ID number. See the UTILITIES – EMPLOYEE/RECIPIENT OPTIONS menu item. This menu can also be accessed by clicking in the Client Folder area with the right mouse button.

Recipients may by marked as Inactive. See the UTILITIES – EMPLOYEE/RECIPIENT OPTIONS menu item. This menu can also be accessed by clicking in the Client Folder area with the right mouse button. In addition, 941 Employees and 1099-MISC payment recipients may be marked as Inactive on the Payee Information screen. Inactive payees can be hidden in the Client Folder.

How did we do?

Network Utilities (Network Version Only)

Payroll Client List

Contact