Use the fields and options on the form to see bank codes and descriptions, check the print status, preview or print payments, or assign payment numbers.
Review Grid
Field | Description |
Bank
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This field displays the bank code associated with the payroll run.
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Description
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This field displays the description of the bank associated with the payroll run, as specified in the
Bank Code field in
.
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Printed
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This field indicates the status of payment printing. Options are
Yesor
No.
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Assigned
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This field indicates the status of assigning payment numbers. Options are
Yesor
No.
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Payments Grid (untitled)
Field | Description |
Grid drop-down
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Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. On the Print Preview form, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.
Not all options are available on all grids.
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Preview Payments
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Click this grid toolbar option to open a browser window previewing payroll payments for the employees displayed in the grid. If you are satisfied with the previewed payments, click
Print Report from the browser to send payments to the printer.
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Print Payments
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Click this grid toolbar option to open the Print dialog box. Select the number of copies and the report server where the payments will print, and then click
Print.
To print using a previous version of Vision's printing technology (with slightly different formatting), press the CTRL key on your keyboard and click
Print Payments at the same time.
If your firm uses the Deltek First Vision Essentials cloud version of Vision, the
Print Payments option is not available. You can preview payments onscreen and then print the payments from the Preview window.
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Assign Numbers
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Click this grid toolbar option to open the Payroll Assign Check Numbers dialog box, on which you assign payment numbers for a single payment, or all payments displayed in the grid. This button is enabled only after you print or preview payments.
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Print File Copy
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Click this grid toolbar option to create a copy of all payments printed in the current run and preview it in a separate browser. You can print, download, or e-mail this copy for your records. This button is enabled only after you assign numbers.
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Export to Text
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Click this grid toolbar option to display the Export to Text dialog box.
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Bank
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This grid column displays the bank code for the bank associated with the payroll run, as specified on the Bank Codes form in Accounting Configuration.
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Payee
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This grid column displays the name of the employee to receive the payroll payment.
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Sequence
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This grid column displays a number to indicate where in this payment run the payment will print.
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EFT
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This grid column indicates whether the payment is an Electronic Funds Transfer payment.
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Payment
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This grid column displays the payment number. If no numbers appear, payment numbers have not yet been assigned. To assign payment numbers, click
Assign Numbers on the grid.
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