Add or Modify Pay Groups

When you are processing income/expenses, you select a pay group.  The pay group tells the system which checkbook/account the money is linked to.  Typically checkbook master and pay group master are very similar. 

Add a Pay Group

NAVIGATION: MAINTAIN menu > Client Master

  1. In the CLIENT NUMBER field, type the client number or use the magnifying glass to browse and select the client you need to create a pay group for.  This will bring the selected Client to the current view.
  2. On the MAIN tab, click the CREATE PAY GROUP button.
  3. Enter a Pay Group Code.
    1. When the code is created, the client number will be the first digits of the pay group.  Then the code you enter will be displayed, i.e., 001-CB (client 001-checkbook).
    2. Use consistent numbering/naming when creating pay group codes, i.e., all checkbooks, petty cash, etc. The first digits will always be the client number - then the code you define.
  4. In the description field, type a description for the paygroup. Typically this would include the client's name.
  5. Click CREATE.
  6. The new pay group will appear in the PAY GROUP ASSIGNMENT grid.
  7. Check the default pay group for the client.  Click the checkbox in the DEFAULT column.

Modify an Existing Pay Group

NAVIGATION: MAINTAIN menu > Master Tables > Accounts Payable Tables > Paygroup Master

  1. In the PAY GROUP field, type the pay group or use the magnifying glass to browse and select the code you need to modify.  
  2. Enter or select a pay group code.
  3. Make changes to any field that needs modified.  
  4. Click SAVE.

10/2021

NEED MORE HELP?  Submit a ticket to the Help Desk or call (814) 535-7810 or (800) 889-3388