How_do_I_add_a_transmittal_

How do I add a transmittal?

Add transmittal vendors to Payroll. If the vendor will receive a transmittal check or transmittal invoice, you will need to add the vendor to the transmittal vendor table.

 

Adding a transmittal vendor

1. Open Connect Payroll > Transmittals > Setup New Transmittals.

2. Click to select the field titled Transmittal Number to enter the next available transmittal number.

3. Click to select the field titled Vendor to enter the vendor name or number.

4. Fill in the remaining fields on the Transmittal tab.

5. Click to select the field titled Standard Description.

6. Enter the text that will display as the transaction description.

7. Use the Group menu to select a group that describes how often the transmittal is generated. For example, Bi-weekly, Monthly, Yearly, and so on.

8. Click to select the Pay Codes tab.

9. Find the section titled Employee and then click Select.

The Selection Form displays.

10. Click to select the pay codes to add to the employee's portion of the transmittal and then move the selected pay codes to the Selected Pay Codes list.

11. Click OK.

12. Find the section titled Employer and then click Select.

The Selection Form displays.

13. Click to select the pay codes to add to the employer's portion of the transmittal and then move the selected pay codes to the Selected Pay Codes list.

14. Click OK.

15. Click Save (CTRL+S).

The transmittal is saved.

 

Related links

How do I calculate transmittal amounts?

How do I create transmittal invoices?

How do I print a transmittal check?

 

 

Copyright © 2025 Caselle, Incorporated. All rights reserved.

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