Program> Accruals, Defaults, & SanData Tabs

This is where you can enter the rate that hours are accrued, along with the max number of hours that can be gained, and a stop amount.

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The “Defaults” tab allows you to set various default logic, formats, and charts that will apply when this program is being used. The details of the available fields and their function are listed below.

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• Bank Account – The associated bank account

• Payroll Format – The format used when printing checks

• DD Format – The format used for emailing direct deposit

• A/P Format – The format used for cutting A/P checks

• Liability Format – The format used when referencing liabilities

• Mail Payroll To – Determines if it’s mailed to the Employee, Employer, or Other

• Mail A/P To – Determines if it’s mailed to the Employee or Vendor

• Revenue Debit – Selects the revenue debit chart item

• Revenue Credit – Selects the revenue credit chart item

• A/P Debit – Selects the A/P debit chart item

• A/P Credit – Selects the A/P credit chart item

• Billing Cut Off – The default number of days till an invoice is due

• Fiscal Year Start – Determines the start of the fiscal year

• Fiscal Year End – Determines the end of the fiscal year

• Week Start – Determines the week start

• Weekend – Determines the weekend

• Min Wage – Enforces this value as the program’s min wage

• Bill Tax Rate – Defaults the bill tax rate to this value

• Reporting Agent – Where you select a default reporting agent from the Reporting Agent tab

• Payroll Debit – Determines the payroll debit

• Payroll Credit – Determines the payroll credit

The Sandata tab is for clients that are providing files to this third-party vendor. Most of the data needed for the below fields will be provided by Sandata, and Carvin Software will assist with the setting up and testing of this vendor functionality.