Financial and Payroll Company Setup


The Financial/Payroll tab in Company Setup has been separated into two tabs to accommodate growing permissions and functionality.


Users with permission to view the Financial/Payroll tab will now see separate Financial and Payroll tabs in Company Setup.


To give a user permission to view financial and payroll data, navigate to the user’s profile and select the Manage Company Information permission under Administration.


Admin tab ➜ Lists ➜ Users ➜ Edit ➜ Permissions tab ➜ Administration section ➜ Manage Company Information ➜ Save


The Financial tab houses the following functionality:

  • Closed Accounting
  • General Ledger Report
  • Average Discipline Cost per Visit


The Payroll tab houses company payroll policy features, including:

  • Payroll Export Center
  • Mileage Calculator
  • Company Mileage Reimbursement Policy


Updated on 2/19/2020