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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