How to modify Payroll Check and Direct Deposit Stubs

Summary

Customizing Payroll Check forms and Direct Deposit Stubs forms using Crystal Reports.

Description

If the desired new form code has not been created (Standard is the only form code that exists in the form code lookup), then you need to create the new form code (by typing in a new form code name to be used) then select the Designer button (Crystal Reports Designer will need to be installed and the user's Role in Sage 100 will need to have access to Crystal Reports Designer) to access the new form and create the new report folders associated with the new form code.

Resolution

CAUTION: Use caution when working with the below product functionality. Always create a backup of your data before proceeding with advanced solutions. If necessary, seek the assistance of a qualified Sage business partner, network administrator, or Sage customer support analyst.

CAUTION: Sage support can't assist with third-party products, hardware, report customizations, or state and federal tax questions. Refer to our Scope of Support for more info. Contact your Sage business partner, network administrator, or accountant for assistance.

NOTE: Make a copy of the Direct Deposit Stub or check form .rpt file before making changes

To Modify the Payroll Check form:

Open Payroll, Main, Check Printing.
Select applicable Form Code.
Click Designer button.
NOTE: If the Designer button is missing, install Crystal Reports Designer on the workstation or go to a workstation that has Crystal Reports installed. Refer to the article How to install Crystal Reports Designer for Sage 100
The Payroll Check form will display and changes can be made as needed.
Save changes before exiting Crystal Reports Designer.

To Modify the Payroll Direct Deposit Stub:

Open Payroll, Main, Check Printing.
Select Direct Deposit Stubs button.
Select applicable Form Code.
Click Designer button.
NOTE: If the Designer button is missing, install Crystal Reports Designer on the workstation or go to a workstation that has Crystal Reports installed. See Article ID 20437 DocLink: How to install Crystal Reports Designer for Sage 100
The Payroll Direct Deposit Stub form will display and changes may be made as needed.
Save changes before exiting Crystal Reports Designer.

NOTE: Please consult your Sage Partner or another consultant for additional assistance with customizing Crystal Reports forms. See Article ID 19634 DocLink: How to find or access additional Crystal Reports resources and help for Sage 100

TIP:

For Payroll Checks, choose Pre-printed Form when using Preprinted forms.
There is different spacing available in the latest Direct Deposit Stub layout (Sage 100 2018 and later):
- Group Header #2b controls space above the top of the 1st and 2nd stub.
- Group Footer #2b controls space below 1st stub
For Check – Stub – Stub: 1st stub is printed to the middle of the page with the check on top and 2nd stub is on the bottom of the page

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