How do I create transmittal invoices?

Create transmittal invoices and then use Accounts Payable to issue checks.

A transmittal Invoice is an invoice that is created in Payroll for Accounts Payable, which permits you to use Accounts Payable to issue the actual check. This option is available if the interface to Accounts Payable is enabled. Your accounts payable clerk would then take responsibility for paying the vendor.

Before you get started

Turn on the option to create transmittal invoices in the Payroll application. See the help topic titled Why can't I create transmittal invoices?

Creating transmittal invoices

1. Open Connect Payroll > Transmittals > Create Transmittal Invoices.

2. Click to select the field titled Transmittal Numbers.

3. Enter the transmittal numbers for the transmittals that you want to use to create transmittal invoices.

Payroll uses the current date as the Invoice Date and the invoice payment due date as the Payment Due Date.

4. Do not select the checkbox titled Create Invoices That Have Already Been Created.

5. Find the field titled Group.

6. Click to select the groups that you want to use to create transmittal invoices.

If you want to create invoices for more than one group, press and hold the CTRL key to select the next group.

7. Click GO (CTRL+G).

Payroll creates the transmittal invoices.