...
...
...
...
...
...
...
...
...
...
...
| Table of Contents | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
The Payee option holds the payroll item company's information - such as name, number (formerly known as Vendor Number vendor number in Classic), address, phone number, and fax number. Once the Payee is created, it can be assigned to a Payroll Item Configuration using the Payee field. Keep in mind, a Payee will need to be created before it can be added to a Payroll Item Configuration. Assigning a Payee to a Payroll Item Configuration will result a single payment. Assigning the same Payee to multiple Payroll Item Configurations will result in like Payees being combined into one payment. Numbers ‘Numbers’ are not used in USPS or tied to USAS. For more information regarding how USAS uses Payee information from the USPS, please click here.
...
Searching/
...
Viewing Payee
The Payee Grid grid allows the user to search for existing Payee records. You can either enter in the Number number or a few characters in any of the grid headings and all occurrences of that search will show up and then you can choose be displayed. You can then select the item you are wanting to view . Example - Name is one of my grid options. If I type in %Stat% by clicking on 
. Clicking on 
will allow the record to be edited and selecting 
will allow the record to be deleted. For example - Name is listed on the grid. If %Stat% is entered (% is used as a wildcard) in the Name grid filter field, all occurrences of any Payee that has Sta in the name will appear. You can then click on the 
next to the Payee you are searching for to view the data relating to this Payee or click on the 
to edit the record or 
to delete the record.
...
...
Highlight Viewer Payee
To use the ' Highlight Viewer', select locate the row in Payee on the grid to viewand single click anywhere on that line. The ' Highlight Viewer ' details will appear on the right hand side will appear:
...
of the screen.
...
Archiving Payee
Payee's can be Archived and . When Payees are archived, by default those Payees will not show be listed on the Payee Gridgrid.
To Archive a Payee, go to Edit and check the box 
and click on
...
From the Payee grid, locate the appropriate Payee.
Click the Edit option.
Mark the
checkbox.Click Save.
...
To view archived Payee's, click on mark the 'Include Archived' box Include Archived checkbox - located at the top of the grid:.
...
Audit
...
Reporting Payee
After creating and saving a Payee record has been created, or to see any changes that were made to a Payee record, there is an option to run an Audit Report directly
from the Payee record.
...
record can be viewed by running the Audit Report. One must be in the View mode in order to see the Audit Report
...
Click on the 
Enter a Start Date and Stop Date and click on 
button.
Create Payee
Enter the State as a 2-letter abbreviation. For example - OH.
- From the Core menu select Payee
- Click on Create
- Enter in the:
- Number (Vendor # - For employer paid payroll items that are sent to USAS-R via the Employer Distributions, a vendor number should be added)
- Name
- Second Name
- If this is to be setup as an Electronic Payment check the appropriate box.
- Complete Address, Phone and fax information.
- Click on
to create the Payee record, click on cancel to not create the Payee and return to the Payee Query.
Edit Payee
...
Delete Payee
- The Payee Grid allows the user to search for existing Payee. You can either enter in the Code or a few characters in any of the grid headings and all occurrences of that search will show up and then you can choose the item you are wanting to edit. Example - Name is one of my grid options. If I type in %Sta% (% is used as a wildcard)in the Name field, all occurrences of any Payee that has Stat in the name will appear.
- Find the Payee you are wanting to delete and Click on
to delete the Payee. - Click on "delete" to confirm deletion
if you do not want to delete this Payee click 
.
The 
option.
To access the View mode, click on the
button. Select the Audit Report.
...
3. Enter a Start Date and Stop Date and click Generate Report.
...
Create Payee
If a new Payee needs to be added, use the Create option.
Click on Create.
Field Definitions:
Number-(Optional)Unique number identifying the Payee. The Number must follow these requirements:
Maximum of 8 digits.
Can not include alpha or special characters.
Name - Payee name.
Second Name - Additional Payee name.
Electronic Payment - If the payment is to be processed as an electronic payment, mark the checkbox. If the Electronic Payment checkbox is not marked, a physical check will be generated.
Street 1 - Street name.
Street 2 - Additional street name.
City - City name.
State - Two digit State code. Click here for a list of state abbreviations.
Postal Code - Postal code.
Foreign Address - (If applicable) Enter mark the Foreign Address checkbox.
Province - (If applicable) Enter the province.
Country - (If applicable) Enter the county.
International Code - (Optional) Enter the international phone code.
Number - (Optional) Enter the phone number.
Extension - (Optional) Enter the phone number extension.
Unlisted - (Optional) Is the phone number unlisted? If yes, mark the Unlisted checkbox.
International Code - (Optional) Enter the international fax code.
Number - (Optional) Enter the fax number.
Extension - (Optional) Enter the fax number extension.
Unlisted - (Optional) Is the fax number unlisted? If yes, mark the Unlisted checkbox.
Archived - To archived the Payee, mark the checkbox. By default, archived Payees will not be listed on the Payee grid.
2. Click Save to create the record or click Cancel to not create the record and return to the Payee grid.
Edit Payee
Payees can be updated by using the Edit option.
From the Payee grid, locate the appropriate Payee.
Click the Edit option.
Update the record with any applicable changes.
Click Save to update the record or click Cancel to not update the record and return to the Payee grid.
Delete Payee
Payees that are not referenced (meaning the Payee isn’t associated with a past payee payment) can be deleted by using the Delete option.
From the Payee grid, locate the appropriate Payee.
Click the Delete option.
A pop-up window will appear. Click Delete to remove the record or click Cancel to not delete the record and return to the Payee grid.
Advanced Query Payee
The Advanced Query option is a more elaborate search where the user selects the property field to search on, the operation to search by, and enters what they are searching for. For more detail More information on using the Advanced Query option , please click on the Advanced Query documentation link to find the How to Steps Advance Query .
can be found here.
...
Mass Change
...
Payee
Multiple records can be updated at once using the Mass Change option, please click . More information on the Mass Change documentation link to find the How to Steps: Mass Change
Report Creation
To create a report from the Grid, please click on the Report documentation link to find the How to Steps: Report
option can be found here.
...
Report Payee
A report from the grid can be created using the Report option. More information on creating a report from the grid can be found here.
...
| Panel | ||
|---|---|---|
| ||
Please click here to view a video on how to create a Payee. |