Modifying Your Payroll Settings

Modifying Your Payroll Settings

CustomBooks™'s Cloud Payroll module has several settings that provide you the flexibility you need in order to run your company's payroll quick and efficiently. To change your payroll settings, navigate to Payroll > General Settings inside of the application. 
Please note, navigating to Admin Panel > General Settings will take you to a different set of settings.
 Once the payroll settings have opened, you will be able to: 
  1. set your payroll to run on AutoPay, provided that your company meets the following two requirements: 
    1. All employees must be set to be paid via direct deposit rather than by check
    2. All employees must be set to be compensated on a salary basis
  2. With AutoPay, payrolls will automatically be submitted one day prior to each submission deadline (4 PM Pacific Time). You can still cancel, edit, and resubmit payroll prior to the deadline, if needed.
  3. change the email address that is used when sending Payroll Portal emails from CustomBooks™. This email address must be from a user associated with the CustomBooks™ tenant. 
  4. determine whether or not to show future paystubs to employees in the Payroll Portal. 
  5. determine whether or not to show future pay periods in Cloud Payroll. If enabled, you can select how far in advance to see future pay periods, with three months being the maximum duration allowed. 


Like all other settings in CustomBooks™, your settings will automatically save once you make changes. If you need further assistance, please reach out to our support team. 


    • Related Articles

    • CustomBooks™ Cloud Payroll

      CustomBooks™ Cloud Payroll Announcing the new CustomBooks™ Payroll module! This new module aims to provide an alternative to Intuit Online Payroll by leveraging our expertise in cloud-based accounting. It offers features such as real-time data ...

    • Modifying Your Payroll Schedule

      Editing your payroll schedule in CustomBooks™ ensures that your payroll process is accurate and up-to-date. The schedule will be set up during the onboarding process but can be modified at any point in time. Currently, only one payroll schedule can ...

    • Cloud Payroll: Tax Reconciliations

      For Cloud Payroll users, tax reconciliations will be performed as needed, generally following a quarter or year end. Tax reconciliations are used to account for rate changes or other adjustments that resulted in discrepancies between the payroll ...

    • AccountingSuite™ Release Updates, Jack Russell 2: Cloud Payroll is here!

      AccountingSuite™ Release Updates, Jack Russell 2: Cloud Payroll is here! Announcing the new AccountingSuite™ Payroll module! This new module aims to provide an alternative to Intuit Online Payroll by leveraging our expertise in cloud-based ...

    • Cloud Payroll: External Payrolls

      If your company is starting with CustomBooks™'s Cloud Payroll after the start of a year, it's important to enter your previous payrolls for the current year when setting up your account to make sure your year-to-date filings are accurate. To enter ...