Before you begin

New to emailing from Sage BusinessWorks?

• Review the frequently asked questions and troubleshooting tips on emailing forms in Sage BusinessWorks
• This guide will help you set up and troubleshoot common issues. For example
  • Which email applications are supported
  • What email service you need to select
  • How to set a default subject line (New to Version 2024)
  • Handy troubleshooting tips if things don't go as planned

Set up email direct deposit option in Maintain Employees

1. Enter your employee's email in PR, Employees, Maintain Employees.
   
2. Set up your employee for direct deposit. Be sure to enter the employees bank information (routing number, account number, Distribution Type and Distribution amount).
3. On the Direct Deposit screen, check the box for Active and E-mail advice.
   

Process and calculate employee time cards 

1. Enter the employee time cards.
2. Select PR, Processing, Automatic Payroll Calculation.  Review the report for accuracy.
3. Make any necessary corrections to time cards in PR, Processing, Time Card Entry. 
   • If you edit an employee's time card, you'll need to perform Automatic Payroll Calculation again.

Process E-mail advices

1. Go to PR, Processing, Print Payroll Checks.
2. When you print your payroll checks, select the Direct Deposit radio button and then click E-mail.
    TIP: Batch email or not click send after each email to save time and mouse clicks when emailing.  
    
   
   

 NOTE:  

• Use the Print button to process checks for direct deposit employees who don't get an E-mail advice
  
• The E-mail button is only available when Direct Deposit is selected
• If you select Send Prenote under Maintain Employees, Direct Deposit, the system won't send the email advice. Instead it processes the employee as a regular payroll check
• When you press the Print button, employees that receive E-mail advices are skipped
• It doesn’t matter which order you process the payroll checks
  • Check, Direct Deposit, E-mail
  • E-mail, Check, Direct Deposit
  • Direct Deposit, E-mail, Check

How to void a Payroll direct deposit check