ePayStub for Canadian Payroll 2015
Contents
1.2. epayStub Setup GE x File Edit Tools Help sa Two Inc 04 01 2015 Choose PDF writer Adobe Enable PDF Password Protection V Pay Stub iv T4 Paystub Defaults Path C Users Administrator Desktop PAYSTUBS Subject Line Paystub for period Message Attached are your current Paystubs Attached are your T4 for Taxation year T4 Defaults Path _C AUsers Administrator Desktop T4 Subject Line for Taxation year Message 2 Select the PDF writer you wish to use Currently the only option for PDF writer is Adobe but there will be other PDF writers included in future builds 3 Select Ok to save and complete your changes EPAYSTUB FOR CANADIAN PAYROLL 11 ui 2 SETUP Enabling PDF password protection Password protection for ePayStub for Canadian Payroll is set to OFF by default It can be enabled for both T4 and or paystubs To enable PDF password protection 1 Open the ePayStub Setup window Microsoft Dynamics GP menu gt gt Tools gt gt Setup gt gt ePayStub for CPR gt gt Main Setup 2 Goto the Enable PDF Password Protection section and select options Paystub and or T4 Mh epayStub Setup File Edit Tools Help sa Two Inc 04 01 2015 Choose PDF Writer Adobe Enable PDF P P IV Pay Stub iV T4 Password First 3 char lower case of last name last 4 digits of SIN Sample password with la
3. Delete Files when done Employer Number p Path C Users Administrator D esktop emailtests T 4 a Subject Line 142014 Message Optional Attached is your 2014 Tax year T4 5 The E mail T4 attachment format is defaulted to PDF 6 Check the Delete files when done checkbox if you don t want to retain the files 7 Enter or select an Employer Number Q CRA guidelines state that only one copy of a T4 can be distributed if an employees consent has been given in writing or electronically 8 Enterthe Path for files to be generated to 9 Adda subject line and message if required Optional 24 EPAYSTUB FOR CANADIAN PAYROLL i 3 PROCEDURES 10 Click on the Verify button to generate the Verify T4 E mails Report Verify all information on the report Note T4s will be generated for all employees but only employees with e mail addresses setup will have the ability to receive T4s by e mail Verify T4 Emails Report page 3 Date 01 26 2015 Employee ID Hame Email Address Amount DUCDEW Dewy Terry Duck sukhdeep rai encorebusiness com 2 455 20 DUCHEU Heuy Scott Duck DAVID SNSRE ENCOREBUSINESS COM 2 112 00 ELEDUM Dumbo Hugh Elephant 1 752 080 00 11 Click on the E mail button Note The E mail button will be disabled until the Verify T4 E mails Report has been printed Exchange Log On window will be presented to enter your credentials if you haven t already provided this informat
4. 30 EPAYSTUB FOR CANADIAN PAYROLL i REPORTS 5 The Import Package File window will open Sq Import Package File Package File Name Type Product Overwrite Cancel 6 Click on the Browse button to browse to the location where the customized package file was saved Highlight the customization file P CPY SETP T4 Employee and click on the Open button to save it to the Import Package File window 7 Click OK on the Import Package File window and the package will be transferred to the Customization Maintenance window Q If pop up occurs labelled Existing item s will be overwritten Do you want to continue select OK This message is generated when there is an existing customization for the T4 report that you are overriding 8 Close the Customization Maintenance window Proceed to user security instructions to provide access that allows users to use the customized functionality Customized Report User Security The following provides instructions on how to update user security for the customized T4 report package EPAYSTUB FOR CANADIAN PAYROLL 31 REPORTS 32 EPAYSTUB Setting up Customized Report Security 1 Log into Microsoft Dynamics GP as SA Microsoft Dynamics GP gt gt Tools gt gt Setup gt System gt gt Alternate Modified forms and Reports Q You may be asked to enter in the system password 2 Select the ID associated for alternate modi
5. SendTo amp Modify 100 Completed 1 Page Page 1 Verify Emails Report Page 1 Date 01 12 2010 mployee ID Name Email Address Cheque Amt BHOO10 Boseman Randall theograham tekomsa net 882 28 BHO020 Koch Reed 602 20 BHO030 Harrington Mark theograham tekkomsa net 742 30 BHO040 Spencer Phil 1 156 58 Click on the E mail button Note The E mail button will be disabled until the E mail Verification Report has been reviewed printed The Exchange Log On window will be presented for you to enter your credentials if you haven t already provided this information elsewhere in GP since logging in to Microsoft Dynamics GP for the day Before printing your reports see Printing E mail Adobe PDF Files on page 25 for how to change your computer settings to print adobe files EPAYSTUB FOR CANADIAN PAYROLL 21 us 3 PROCEDURES 13 The Paystub E mail Results report will be printed after all e mails have been sent Note Paystubs can be emailed by pdf if using Adobe or by html format el sa Fatrham itd 12 04 2017 re Emailing T4 s The following procedure describes how to e mail employee T4s using ePayStub for Canadian Payroll Before processing T4s by e mail the E mail T4 checkbox on the Employee E mail Maintenance window must be checked to confirm that you have been authorized to e mail a T4 to the selected employee Q Per the CRA T4s can only be emailed to employees that
6. Fax 204 235 2331 E mail support Qencorebusiness com Web www encorebusiness com 8 EPAYSTUB FOR CANADIAN PAYROLL uis EPAYSTUB FOR CANADIAN PAYROLL 9 ui 1 INSTALLATION Chapter 1 Installation 10 This chapter describes how to install and register the ePayStub for Canadian Payroll module This chapter contains the following sections e Installing ePayStub for Canadian Payroll e Registering ePayStub for Canadian Payroll e Create Update Table Utility Installing ePayStub for Canadian Payroll You will use the installation program to install ePayStub for Canadian Payroll Before you begin installing ePayStub for Canadian Payroll perform the following steps e Verify that Microsoft Dynamics GP 2015 has been installed on your computer e Back up your important data If you have recently upgraded your Microsoft Business Solutions product do a complete backup before installing ePayStub for Canadian Payroll e Verify that the EPS2015 00 001 xxx exe file has been downloaded onto your computer Note The x s in the file name will be replaced with numbers e Make a note of the directory location of your Microsoft Dynamics GP installation you will need to know this during the installation e Exitall applications EPAYSTUB FOR CANADIAN PAYROLL i 1 INSTALLATION To install ePayStub for Canadian Payroll 1 Start Windows Explorer and locate the EPS2015 00 001 xxx exe file The location of t
7. company from the Select Company dropdown list 3 Click on the Create Update Tables button This will create the tables and views needed to run ePayStub for Canadian Payroll 4 A pop up message will be received to continue updates to database tables Click yes on this message The window will close automatically when the process is finished Note If there are multiple companies to be updated repeat the steps starting at step 2 EPAYSTUB FOR CANADIAN PAYROLL uis EPAYSTUB FOR CANADIAN PAYROLL 9 3 2 SETUP Chapter 2 Setup 10 This chapter describes how to setup the ePayStub for Canadian Payroll module Before you start using ePayStub for Canadian Payroll perform the following steps Setup PDF writer e Enable PDF password protection e Setup Paystub defaults Setup T4 default This chapter contains the following sections Setting up PDF Writer e Enabling PDF password protection e Setup Paystubs Defaults e Setup T4 Defaults Setting up PDF Writer To use a PDF writer with ePayStub for Canadian Payroll you must set it up EPAYSTUB FOR CANADIAN PAYROLL 9 setup PDF writer 1 Open the ePayStub Setup window 2 SETUP Microsoft Dynamics GP menu gt gt Tools gt gt Setup gt gt ePayStub for CPR Main Setup Sample password with last name Smith amp SIN 123455783 Password First 3 char lower case of last name last 4 digits of SIN
8. edit the e mail address BfiEmployee Email Maintenance x File Edit Tools Help Debug sa Two Inc 01 25 2015 lol Save 5 Clear X Delete mp Pint Employee ID JOSMITH EmaiT4 Name John Smith E mail a gt M Q If you no longer want the employee to receive their paystub via e mail delete the e mail address from this window 6 Click on the Save button to save the entry 7 Complete your Canadian Payroll Payroll Batch Creation tasks Please refer to the Microsoft Dynamics GP Canadian Payroll user manual for more information Emailing Paystubs The following procedure describes how to e mail employee paystubs To e mail employee paystubs 1 Open the Payroll Cheque Reports Canada window Reports gt gt Payroll Canadian gt gt Transactions gt gt Cheque Reports 2 The Payroll Cheque Reports window will open with a default batch EPAYSTUB FOR CANADIAN PAYROLL 19 PROCEDURES Paystubs m Payroll Cheque Reports Canada File Edit Help Debug Email Payslips Tools Current Batch 3 Click on the Additional Menu option highlight click on E mail sa Fabrikam Ltd 12 04 2017 B Comment Biweekly pay period 2 Cutoff Date 28 01 2007 Batch Type Hourly Cheque Date 30 01 2007 Pay Periods Per Year Number of TRX 44 Employees Poster Created Batch Posted Masters Update Batch Appended Overtime Generated No Batch Calculated Cheques Generated Cheques Printe
9. uus ePayStub for Canadian Payroll 2015 An application for Microsoft Dynamics GP 2015 Encore Business Solutions Furthering your success through innovative business solutions EPAYSTUB FOR CANADIAN PAYROLL us Copyright Trademarks Warranty disclaimer Limitation of liability License agreement Publication Date Manual copyright 2015 Encore Business Solutions Inc Printed in Canada All rights reserved Your right to copy this documentation is limited by copyright law and the terms of the software license agreement As the software licensee you may make a reasonable number of copies or printouts for your own use Making unauthorized copies adaptations compilations or derivative works for commercial distribution is prohibited and constitutes a punishable violation of the law Microsoft Microsoft Excel and Microsoft Dynamics GP are either registered trademarks or trademarks of Microsoft Corporation or its affiliates in the United States and or other countries The names of actual companies and products mentioned herein may be trademarks or registered marks in the United States and or other countries of their respective owners The names of companies products people and or data used in window illustrations and sample output are fictitious and are in no way intended to represent any real individual company product or event unless otherwise noted Encore Business Solutions Inc disclaims any war
10. window for this product This window contains the version number for this product and information on how to contact Encore 6 Select OK to close the Encore Product Registration window To register your product using a drop file 1 Copy or save the drop file to the directory location for your Microsoft Dynamics GP For Example CA Microsoft Dynamics GP 2 Login to Microsoft Dynamics GP as a system administrator 3 The system will notify you that it has found a registration file accept the prompt 4 The system will notify you when the product has been registered EPAYSTUB FOR CANADIAN PAYROLL 13 us 1 14 INSTALLATION 5 Open the Encore Product Registration window to ensure that it is registered Microsoft Dynamics GP menu gt gt Tools gt gt Setup gt gt System gt gt Encore Product Registration Create Update Table Utility The Create Update Table Utility window is used to create and or update all the necessary components to use this product After you ve installed and registered the product the file maintenance process has to be run to evaluate all resources and upgrade them to the latest version as necessary You must login as the System Administrator to access the Create Update Table Utility window To create tables 1 Open the ePayStub for Canadian Payroll Create Update Table Utility window Microsoft Dynamics GP menu gt gt Maintenance gt gt ePayStub for Canadian Payroll 2 Select a
11. K button and the window will close 12 On the Adobe PDF Properties window click on the OK button and the window will close 28 EPAYSTUB FOR CANADIAN PAYROLL fis EPAYSTUB FOR CANADIAN PAYROLL 29 us REPORTS Chapter 4 Reports This chapter includes the following sections e Installing the customized T4 package e Customized Report User Security Installing the customized T4 package A customized T4 report package has been created for ePayStub for Canadian Payroll to e mail out T4 s To e mail T4 s you will need Adobe PDF Pro installed Q If the user prints T4 s from GP while this custom report is set then the custom T4 will print using GP print functionality The following provides instructions on how to install the customized package and update user security Q Installing this package will replace the Dynamics GP version of this report To install a Customized Report Package 1 Download the customized package from the Product downloads for ePayStub for Canadian Payroll on the Encore website www encorebusiness com 2 Save the customized report package to a location on your computer that you can access easily in order to import the package to Microsoft Dynamics GP 3 Log into Microsoft Dynamics GP as SA System Administrator Microsoft Dynamics GP gt gt Tools gt gt Customize gt gt Customization Maintenance 4 The Customization Maintenance window will open Click on the Import button
12. PDF writer Adobe Enable PDF Password Protection IV Pay Stub IV T4 Password First 3 char lower case of last name last 4 digits of SIN Sample password with last name Smith amp SIN 123456789 smi6789 Paystub Defaults Path C Users Administrator Desktop PAYS TUBS a Subject Line Paystub for period Message Attached are your current Paystubs T4 Defaults Path C Users Administrator Desktop T 4 Subject Line 4 for Taxation year Message Attached are your T4 for Taxation year EPAYSTUB FOR CANADIAN PAYROLL 15 16 2 SETUP 3 Setthe path to be used for the reports to be saved to 4 Entera subject line for the report in the Subject Line field o Enter a message in the message box for the report 9 Select Ok to save and complete your changes EPAYSTUB FOR CANADIAN PAYROLL uis EPAYSTUB FOR CANADIAN PAYROLL 17 m 3 PROCEDURES Chapter 3 Procedures This chapter describes how to setup and use e mail addresses e mail employee paystubs and e mailing T4s using ePayStub for Canadian Payroll This chapter includes the following sections e Setting Up E mails for Paystubs e Emailing Paystubs e Emailing T4 s e Printing E mail Adobe PDF Files Setting Up E mails for Paystubs The following procedure describes how to setup e mail for employee paystubs To enter an employee e mail address 1 Open the Payroll Em
13. Writer Adobe Enable PDF Password Protection IV Pay Stub iv T4 Password First 3 char lower case of last name last 4 digits of SIN Sample password with last name Smith amp SIN 123456789 smi6789 Paystub Defaults Path C Users Administrator Desktop PAYS T BN Subject Line Paystub for period Message Attached are your current Paystubs T4 Defaults Path C Users Administrator Desktop T 4 Subject Line T4 for Taxation year Message Attached are your T4 for Taxation year 3 Set the path to be used for the reports to be saved to 4 Enter a subject line for the report in the Subject Line field 5 Enter a message in the message box for the report 6 Select Ok to save and complete your changes 14 EPAYSTUB FOR CANADIAN PAYROLL uus Setup T4 Defaults 2 SETUP The ePayStub setup fields are optional fields which allow the user to setup where the T4 reports will be saved with a default subject line and message With this options setup the T4 reports will be automatically named and saved to the set path when the E mail T4 window is used To setup T4 defaults 1 Open the ePayStub Setup window Microsoft Dynamics GP menu gt gt Tools gt gt Setup gt gt ePayStub for CPR gt gt Main Setup Go to the T4 Defaults section MM epaystub Setup File Edit Tools Help sa Two Inc 04 01 2015 Choose
14. d No 26 27 14 No No No Cheque Summary Detail Advice Slips J Cheque Register J Arrears Summary Summary Advice Slips Y Direct Register I Direct Summary Zero Summary Cash Register I Cash Summary Payroll Register Liang Pint Cheques Alignment i The E mail Paystubs window opens Email Payslips GPDAT sa 65 a Brie Email Cancel Verify File Tools Help X Actions File Tools Help Export PDF C Html Delete Files when done Path Subject Line Message Optional EPAYSTUB FOR CANADIAN PAYROLL i 10 11 12 3 PROCEDURES Choose whether to print the Summary or Detail paystubs e If Summary is selected the summary advise stub will be used e f Detail is selected the detail advise stub will be used Choose the format to be sent PDF or HTML Note If you select PDF the Acrobat PDF creator must be installed Check the Delete files when done checkbox if you don t want to retain the files Select the Path where the paystubs should be saved to One file will be created for each employee Type a subject and a message for the e mail Click on the Verify button to print the E mail Verification Report Verify all information on the report Wi Screen Output CW Verify Emails File Edit Tools Find Help Debug sa Fabrikam Ltd 12 04 2017 amp Pit
15. d marketing industry specific software worldwide that tightly integrates to core modules of Microsoft Dynamics GP We are 10096 dedicated to developing client focused reliable industry specific solutions and companion applications providing total end to end solutions that meet the operational and reporting needs of our customers The Encore Business Solutions Inc suite of products include Project Tracking Solutions e Project Tracking with Advanced Analytics e Project Tracking with Budgeting Project Tracking Importer e Project Tracking Lite Billing Solutions e Subscription Billing e Subscription Billing Importer Bank Reconciliation Solutions e Auto Reconciler Account Reconciler Bio fuel Solutions REAP e REAP Auto Delivery REAP Integration REAP eConnect Additional Encore Products e Advanced SmartList e Investor Relationship Manager If you have questions regarding any Encore product or service feel free to contact us Toll Free 888 898 4330 North America only Phone 204 989 4330 Fax 204 235 2331 E mail encore encorebusiness com Internet www encorebusiness com Mail 467 Provencher Blvd Winnipeg MB Canada R2J OB8 Microsoft Gold Certified Partner 2003 Present Microsoft Dynamics Inner Circle Member 2000 2002 2005 2013 Microsoft President s Club Member 1996 2010 2013 2014 Microsoft Partner Encore Customer Relationship Management Application Development Business Solutions
16. e PDF Printing Preferences Layout Papev Quality 43 Adobe PDF Settings Adobe PDF Conversion Settings Use these settings to create Adobe PDF documents suitable for reliable viewing and printing Q of business documents Created PDF documents can be opened with Acrobat and Adobe Reader 6 0 and later Default Settings Standard v Bit Adobe PDF Security None E dit Adobe PDF Dutput Folder Prompt for Adobe PDF filename x C Browse Adobe PDF Page Size Letter rmm V View Adobe PDF results V Add document information F Rely on system fonts only do not use document fonts 4 Delete log files for successful jobs E Ask to replace existing PDF file _ Apoy 6 Onthe Adobe PDF Settings tab uncheck the checkbox for Rely on system fonts only do not use document fonts Click on the OK button and the window will close 26 EPAYSTUB FOR CANADIAN PAYROLL uus 3 PROCEDURES 7 Right click on the Adobe PDF printer icon and select the Printer Properties option The Adobe PDF Properties window will open de Adobe PDF Properties es General Sharing Parts Advanced Color Management Security Device Settings Always available Available from 12 00 AM 12 00 AM Priority i E Driver Adobe PDF Converter New Driver Spool print documents so program finishes printing faster Start pri
17. fied forms for logged in users as a default this usually is DEFAULTUSER Select Product as Canadian Payroll Select Type as Reports Select Series ALL Expand the Project Folder in the list provided Expand the report listed P CPY SETP T4 Employee Select Canadian Payroll Modified from the list of dictionaries provided Press Save Q The Adobe PDF printing defaults on your computer need to be modified to print the T4 s For instructions go to Printing E mail Adobe PDF Files on page 25 FOR CANADIAN PAYROLL What s New in ePayStub for Canadian Payroll for 2015 ePayStub for Canadian Payroll has been fully upgraded to be fully compatible with Microsoft Dynamics GP 2015 Functionality has been added to support eMailing T4 s from ePayStub When emailing T4 s Adobe Acrobat Pro must be installed as formatting is not compatible with the html format What s New in Encore Products for 2015 All Encore Products have been updated to be compatible with Microsoft Dynamics GP 2015 What s New in Encore Products for 2013 All Encore Products have been updated to be compatible with Microsoft Dynamics GP 2013 33 fin About Encore Business Solutions Encore Business Solutions Inc is part of a worldwide network of independent partner organizations that sell implement and support the award winning products of Microsoft Business Solutions Encore is also an authorized Solution Developer for Microsoft Business Solutions developing an
18. have given their consent written or electronically The customized T4 report package that has been created for ePayStub for Canadian Payroll to e mail out T4 s must be installed prior to processing T4s See Installing the customized T4 package on page 30 for instructions A Adobe Acrobat Pro is required for emailing T4s as formatting is not compatible if T4s are e mailed in the html format 22 EPAYSTUB FOR CANADIAN PAYROLL 3 PROCEDURES To e mail employee T4s 1 Open the Payroll Cheque Reports Canada window Microsoft Dynamics GP Tools Routines Payroll Canadian Transactions gt gt T4 and R1 Print 2 The Payroll T4 R1 Print Canada window will open m Payroll T4 R1 Print Canada Of x Fie Edt Tools Additional Hep Debus A This form is used to pri End Please make sure Payroll T4 R1 Creation was run first and the Summaries generated before printing T4 R1 slips Employer Number p RLA Auth Number Last Updated Date 00 00 0000 Electronic A1 s PLA Print Type Original RiSips fest Print Back ALA Slip Type Laser 97 OK 3 Click on the Additional Menu option highlight click on E mail T4s EPAYSTUB FOR CANADIAN PAYROLL 23 ui 3 PROCEDURES 4 The E mail T4s window will open Email T4s Fie Edit Tools Help Debug Emal Verity Y Cancel eMail T4 attachement format PDF C NAA
19. his file will vary depending on how you acquired the product Note The x s in the file name will be replaced with numbers 2 Double click the EPS2015 00 001 xxx exe file The installation program for ePayStub for Canadian Payroll will start Note The x s in the file name will be replaced with numbers 3 Follow the instructions in each window 4 After installation is complete start Microsoft Dynamics GP The message Do you wish to include new code now will appear Dexterity Runtime N New code must be included in the C Program Files Microsoft Dynamics GP2013 DYNAMICS set dictionary Do you wish to include new code now 5 Choose Yes Information for ePayStub for Canadian Payroll will be included in the Dynamics set file 6 Loginto Microsoft Dynamics GP EPAYSTUB FOR CANADIAN PAYROLL 11 ui 1 INSTALLATION Registering ePayStub for Canadian Payroll Before you can use ePayStub for Canadian Payroll you must register your software If you choose not to enter the registration information you will only be able to create sample transactions with the lesson company Fabrikam Inc To Register ePayStub for Canadian Payroll 1 Open the Encore Product Registration window Microsoft Dynamics GP menu Tools Setup System Encore Product Registration 2 Select ePayStub for Canadian Payroll MA encore Product Registration File Edit Tools Help Debug
20. ion elsewhere in GP since logging in to Microsoft Dynamics GP for the day Before printing your reports see Printing E mail Adobe PDF Files on page 25 for how to change your computer settings to print adobe files 12 The T4 E mail Log will be printed after all e mails have been sent Note The report will provide details of where the T4 is saved and if it was emailed successfully or not T4 eMail Log 01 26 2015 25442 PM Employee ID Name File Emailed Log Message DUCDEW Dewy Terry Duck C Users Adiministrator Desktop emaittest T4 Dewy DuckT4_00 PDF No eMailing T4 is not enabled DUCHEU Heuy Scott Duck C Users Administrator Desktop emaittest T4 Heuy DuckT4_00 PDF Yes Successful ELEDUM Dumbo Hugh Elephant C Users Adiministrator Desktop emaittest T4 Dumbo ElephantT4_00 PDF No No email address on record Printing E mail Adobe PDF Files Before printing Adobe PDF files for ePayStub for Canadian Payroll you must change the Adobe PDF printing defaults on the computer which will be used for printing the files EPAYSTUB FOR CANADIAN PAYROLL 25 us 3 PROCEDURES To print e mail PDF files 1 Click on the Windows Start menu 2 Find Devices and Printers Click on Devices and Printers to open the folder 3 Find and highlight the Adobe PDF printer icon 4 Right click on the Adobe PDF printer icon 5 When the menu opens select the Printing Preferences option The Adobe PDF Printing Preferences window will open Adob
21. loyee paystubs and T4s from Microsoft Dynamics GP This application provides the user that next step towards a paperless payroll environment With only a few steps ePayStub can be quickly installed into your GP environment and instantly ready to use with little setup and easy maintenance ePayStub for Canadian Payroll is a huge timesaver Not only is it simple for payroll staff to use it s appreciated by employees offering functionality such as e Secure paystub and T4 delivery e Great Timesaver for Canadian Payroll Users e The ability to send in batches e instantaneously deliver paystubs and T4s to employees regardless of their location e Savetime by eliminating the need to print fold and stuff paystubs into envelopes e Save money on paper and postage costs e Choose from either PDF or HTML delivery format PDF using Adobe Acrobat e Take steps towards a greener office environment EPAYSTUB FOR CANADIAN PAYROLL i INTRODUCTION What s In This Manual This manual contains a detailed description of Encore s ePayStub for Canadian Payroll module step by step instructions to guide you through the installation and instructions on how to e mail paystubs to your employees This manual assumes that you are familiar with and know how to operate the Microsoft Dynamics GP accounting system It also assumes that Microsoft Dynamics GP 2015 has been installed and configured on your computer This manual contains
22. nting after last page is spooled amp Start printing immediately Print directly to the printer E Hold mismatched documents v Print spooled documents first E Keep printed documents 7 Enable advanced printing features Printing Defaults Print Processor l Separator Page ok Cancel Apply 8 Select the Advanced tab 9 On the Advanced tab find and click on the Printing Defaults button 10 The Adobe PDF Printing Defaults window will open fig Adobe PDF Printing Defaults Layout Paper Guality J Adobe PDF Settings Adobe PDF Conversion Settings Use these settings to create Adobe PDF documents suitable for reliable viewing and printing Q of business documents Created PDF documents can be opened with Acrobat and Adobe Reader 6 0 and later Default Settings Standard Edit Adobe PDF Security None E dit Adobe PDF Output Prompt for Adobe PDF filename Browse Adobe PDF Page Size Letter gt Add 7 View Adobe PDF results 7 Add document information 7 Rely on system fonts only do not use document fonts 7 Delete log files for successful jobs E Ask to replace existing PDF file EPAYSTUB FOR CANADIAN PAYROLL 27 itis 3 PROCEDURES 11 On the Adobe PDF Settings tab uncheck the checkbox for Rely on system fonts only do not use document fonts Click on the O
23. ok Site Two Inc Users 10 Company Two Inc Database SQL Server Platform Microsoft Dynamics GP 12 00 v View By All Products Products Yersion Project Tracking 0 000 4 Project Tracking Budgeting 0 000 Project Tracking Importer 0 000 Project Tracking Lite 0 000 REAP Dynamics GP Interface 0 000 SOA Voucher 0 000 Subscription Billing Importer 0 000 Subscription Billing for SOP 0 000 Tax Distribution ePayStub for Canadian Payroll EPM 12 00 02 043 12 EPAYSTUB FOR CANADIAN PAYROLL If you don t have a registration key you can obtain one by calling Encore Business Solutions Inc toll free at 888 898 4330 North America only 1 INSTALLATION 3 Choosethe show details expansion button to display the detailed view of the registration window MA encore Product Registration 9f xi File Edit Tools Help Debug sa Two Inc 02 02 2015 Site Two Inc i Users 10 Company Two Inc Database SOL Server Platform Microsoft Dynamics GP 12 00 w By All Products Products Version ePayS tub for Canadian Payroll 12 103 Product ID 7 744 Product Key Status Not Registered About Support Product Website Check for updates 4 Previous b Next D EPM 12 00 02 043 4 Enter the product registration key provided by Encore for the product that you have purchased 5 Select the About zoom field to open the About
24. ployee Setup window Cards gt gt Payroll Canadian gt gt Employee m Payroll Employee Setup Canada File Edit Tools Help Debug U Soe Employee ID Class ID sa Fabrikam Ltd 12 04 2017 Inactive Last Name First Middle Address City Social Insurance Number Province PostalCode Full Time Regular o Contractor Department Country Phone Start Date Canada E Birth Date Postion Gender Not Reported Y Ethnic Origin Not Reported v Taxable Province Default WCB Code Employer Number EMP1 Cash Account From Chequebook Employee Account 000 1110 00 Payment Method User Defined 1 User Defined 2 Cheque Description Cash Payroll TD1 Values Vac Sick Control Calculated Vacation Pay T4 T4 Distribution Paycodes Deposit I4 4 gt pi by Employee ID 2 Select an Employee ID 18 EPAYSTUB FOR CANADIAN PAYROLL Miscellaneous Banked R1 i9 uis 3 PROCEDURES 3 Clickon the Additional Menu option highlight click on E mail Address The Employee E mail Maintenance window will open populated with the employee ID and Name 4 Markthe E mail T4 checkbox to confirm that you have been authorized to e mail a T4 to the selected employee Q CRA guidelines state that one copy of a T4 can be distributed only if an employee has given consent in writing or electronically 5 Enteror
25. ranty regarding the sample code contained in this documentation including the warranties of merchantability and fitness for a particular purpose The content of this manual is furnished for informational use only is subject to change without notice and should not be construed as a commitment by Encore Business Solutions Inc Encore Business Solutions Inc assumes no responsibility or liability for any errors or inaccuracies that may appear in this manual Neither Encore Business Solutions Inc nor anyone else who has been involved in the creation production or delivery of this documentation shall be liable for any indirect incidental special exemplary or consequential damages including but not limited to any loss of anticipated profit or benefits resulting from the use of this documentation or sample code Use of this product is covered by a license agreement provided by Encore Business Solutions Inc If you have any questions please call our office at 204 989 4330 or 888 898 4330 North America only March 2015 EPAYSTUB FOR CANADIAN PAYROLL Table of Contents Iritrodu ctioh tte mee etel mccain beste 6 What s In This Manual sse tette tenerte treten tette tentent 7 Symbols and conventions nennts 8 Additional resources oo ceceecesssssssssssessessesseesecsecsecsecucsussucsussssecsecsecsecuecusaucausaeseeaeeseeneenecneaneets 8 Chapter 1 Installation ss 10 Installing ePayStub for Canadian Pay
26. roll sse 10 Registering ePayStub for Canadian Payroll sss 12 Create Update Table Utility ssec 14 Chapter 2 Setup ttt 10 Setting Up PDF Writer eee tee ie e entered 10 Enabling PDF password protection sssssssseeeeenetrtetntettetete 12 Setup Paystubs Defaults sssssseeeerete treten nter tnte tenet 13 M UU 15 Chapter 3 Procedures 18 Setting Up E mails for Paystubs sssssssseseee netten 18 Emailing Paystubs sess ttetntett tenete tenerent tenete teet 19 Emaililpi 4s onan NE Printing E mail Adobe PDF Files Chapter 4 Reports tte 30 Installing the customized T4 866 30 Customized Report User Security sse 31 What s New in ePayStub for Canadian Payroll for 2015 33 What s New in Encore Products for 2015 What s New in Encore Products for 2013 About Encore Business Solutions eene VEPAYSTUB FOR CANADIAN PAYROLL Hi IV EPAYSTUB FOR CANADIAN PAYROLL uis EPAYSTUB FOR CANADIAN PAYROLL 5 us 6 Introduction Welcome to the ePayStub for Canadian Payroll module a powerful companion product for Microsoft Dynamics GP that allows you to effortlessly e mail emp
27. st name Smith SIN 123456789 smi6789 Paystub Defaults Path C Users Administrator Desktop PAY S TUBS fea Subject Line Paystub for period Message Attached are your current Paystubs T4 Defaults Path C Users Administrator Desktop T4 5 Subject Line 4 for Taxation year Message Attached are your T4 for Taxation year 12 EPAYSTUB FOR CANADIAN PAYROLL uis 2 SETUP 3 Setthe password strength by selecting the number of digits in the Sin used in the password Q Passwords will be set to be the first 3 characters of the employees name in lower case from the employee card plus the last 3 digits of the Sin number Based on the setup option selected 4 Select Ok to save and complete your changes Setup Paystubs Defaults The ePayStub setup fields are optional fields which allow the user to setup where the ePayStub reports will be saved with a default subject line and message With this options setup the reports will be automatically named and saved to the set path when the E mail Payslips window is used EPAYSTUB FOR CANADIAN PAYROLL 13 2 SETUP To setup Paystubs Defaults 1 Open the ePayStub Setup window Microsoft Dynamics GP menu gt gt Tools gt gt Setup gt gt ePayStub for CPR gt gt Main Setup 2 Gotothe Paystub Defaults section PERMET Setup File Edit Tools Help sa c 04 01 2015 i Choose PDF
28. the following chapters The Introduction chapter lists the benefits and features of the ePayStub for Canadian Payroll module The Installation chapter has step by step instructions that guide you through the installation of your ePayStub for Canadian Payroll module The Procedures chapter describes how to use your ePayStub for Canadian Payroll module EPAYSTUB FOR CANADIAN PAYROLL 7 Symbols and conventions This manual uses the following symbols and conventions to make information stand out Symbol Convention Description The warning symbol indicates situations you should be A especially aware of when completing tasks Typically this symbol includes cautions about performing steps in their proper order or important reminders about how other information in Microsoft Dynamics GP may be affected The light bulb symbol indicates helpful tips shortcuts and Q suggestions File Print The gt gt symbol indicates selections to make from a menu In this example from the File menu choose Print Additional resources Documentation is provided in online or hard copy format as an Adobe Acrobat PDF file Online help is not available in this version of ePayStub for Canadian Payroll To obtain product support services Please refer to this quick reference table when you need to use Encore s Technical Support services Service Contact General Calls 204 989 4330 888 898 4330 North America only
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