Payment Methods: To Set Up a Payment Method for Use in Payroll

In the following implementation activity, you will learn how to set up a predefined payment method for use in payroll.

Story

Suppose that some of the organization's employees should receive printed checks as their payments. Acting as the system administrator, you need to set up the CHECK payment method, which is a predefined method, for use in payroll.

Configuration Overview

In the U100 Payroll snapshot, for the purposes of this activity, the 10200WH cash account has been created on the Cash Accounts (CA202000) form.

Process Overview

In this activity, to set up a predefined payment method for use in payroll, you will do the following:

  1. On the Payment Methods (CA204000) form, you will configure a payment method for use in the payroll functional area.
  2. On the Cash Accounts (CA202000) form, you will enable a cash account for use in the payroll functional area.

System Preparation

Before you start setting up the payment method, you should launch the MYOB Advanced website and sign in as a system administrator by using the following credentials:

  • Username: gibbs
  • Password: 123

As a prerequisite activity, in the company to which you are signed in, be sure you have prepared the system for the implementation of the payroll functionality, as described in Payroll Basic Configuration: Implementation Activity.

Step 1: Configuring a Payment Method for Use in Payroll

To enable a payment method for use in the payroll functional area, do the following:

  1. Open the Payment Methods (CA2040PL) form and click the CHECK payment method.
  2. In the Summary area of the Payment Methods (CA204000) form, which opens, select the Use in PR check box. Leave the Use in AP and Use in AR check boxes selected.
  3. On the Settings for Use in PR tab, do the following:
    1. Make sure that the Print Checks option is selected.
    2. In the Report box, select the Pay Checks (PR641010) report.
  4. On the form toolbar, click Save.

Step 2: Enabling a Cash Account for Use in Payroll

To enable a cash account for use in the payroll functional area, do the following:

  1. Open the Cash Accounts (CA2020PL) form and click the 10200WH cash account.
  2. On the Payment Methods tab of the Cash Accounts (CA202000) form, which opens, for the CHECK payment method, select the Use in PR check box.
  3. On the form toolbar, click Save.