Link Payroll to Church Windows Accounting
To transfer the payroll transactions to Accounting, you need to link the accounts in your accounting records to the employee records using Account Number Setup. This is the function used even if you do not use a numbering system in Accounting. You must have your Chart of Accounts for the current year set up in the Accounting module before you can implement this step.
- Click on Sys. Admin. and choose Accounting Account Number Setup. If this option does not exist, return to the section on setting up the System Profile screen.
Default Account Numbers
Typically the same account is used for writing payroll and the same liability accounts are used for withholding taxes.
- Click on the Set Defaults button.
- Click on the drop down arrow and choose the accounts from the list and click OK.
- Click on Apply Defaults on each employee's record.
Account Number Setup
- Click on the drop down arrows to select accounts for each item of pay for each employee.
- Click on the tabs at the bottom of the screen and select the accounts for Local Tax, Deductions, and Allowances.
- To print a report listing the Accounting account numbers set up for one or more employees or contractors, go to Reports, Accounting Accounts Setup. If an account number has not been assigned, an asterisk (*) will appear in the account number column on this report.
Setting up New Payroll Mid-Year
Once setup is complete, use the Calculate Adjustment to enter payroll prior to using the program to generate actual pay.
