Ability to email payroll check stubs for direct deposit employees.

Set up

1. In Payroll > Master File Maintenance > Advanced Options > ACH Direct Deposit tab, check the box for Email Zero Checks.
2. In the Payroll > Employee Master > Name Address tab, enter the employee's email address.
   NOTE: If you are setting up for the first time, you will need to exit Pak Accounting. The feature will be available on the Payroll cycle menu the next time you go into payroll.

Process

• You do not have to run a special payroll cycle for email check stubs, just run your normal payroll cycle.  
• When you print payroll checks, you can use the View All option to view all the check stubs that will be emailed.
• Use the payroll cycle option E-Mail Emp Stubs to extract the pdf file to send. The window will default to the most recent cycle. Use the drop-down if you need to select a different cycle.

• After you have extracted the information, select the emails to send, fill in your connection (Internet Service Provider) information, and attach any message to the file. When you select to send, the file will go to the employee's email address.
  NOTE: You have the capability to defer delivery of emails when using the Outlook/Exchange (MAPI) connection type.  
• Once the emails have been sent, you can view/print the Email Confirmation report by selecting the Print button at the bottom of the screen. This report will provide the results of the emails sent. The subject line specified on the email(s) will also be printed on the report.

Substitution Codes:

Optional substitution codes can be used to reference a Sub-Account code or the Sub-Account name in the subject line of the email. Simply insert ^9 or ^5 in the subject line of the emailer.

^9 will reference the Sub-Account code in the subject line of the email. To avoid having to remember the substitution code, you can check the box to the right of the Subject Line, "Append the customer or investor's Sub-Acct code." If checked, the Sub-Account code will be attached to the subject line of each email sent.

^5 will reference the Sub-Account name in the subject line of the email.

"Append" Box:

The Append Box can be checked to add the Sub-Account code for the employee (customer, owner, etc) to the subject line of the email.

Types of Email Setups

Depending on your type of email system, you will need to fill in the Connection information on the Connection tab of the emailer. This is a one-time setup. For a non-Outlook/Exchange Server setup, you will be using an SMTP connection (for common email providers such as Gmail or Yahoo). Either your IT department or your email provider will need to provide you with the login information (such as Host, Port, and User ID).

NOTE: For Email Setup or to troubleshoot a problem see Email Setup.