How_do_I_view_transmittals_2025.02_

How do I view transmittals? (2025.02)

Use Transmittal Inquiry to view the transmittal invoice detail, including, information about the transmittal vendor. 

A transmittal invoice is a document that accompanies a batch of payments or reports to provide a summary or record of the transactions being transmitted. It may be a coversheet that details the contents of the package being sent, such as payroll tax payments, direct deposit files, or employee benefit contributions. 

You can use Transmittal Inquiry to view 

  • Transmittal invoices and checks

  • Pay code

  • Entry type

  • GL account

  • Amount

  • Paid by

  • Check/Invoice number and date



Transmittal Inquiry

You can also add the following columns to the view: 

  • Amount type

  • GL updated

  • Group

  • Invoice created

  • Journal code

  • Pay code abbreviated title

  • Pay code title

  • Reference number

  • Sequence number

  • Transmittal name

This view is updated in the 2025.02 release. 


Viewing transmittals

1. Open Connect Payroll > Transmittal Inquiry. 

2. Use the Lookup bar to enter the transmittal number or name. 

Start typing in a name or number and the search results will show all of the items that match the search value. You can also Search (F9) this field. 


Lookup bar

 

 

Copyright © 2025 Caselle, Incorporated. All rights reserved.

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