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CLIENT ACTION ITEMS: The Client Action Items are actions that clients can perform while maintaining and view employee demographic, financial, and compliance data. Clients also have the ability to view custom reports with the click of a button.
COMPANY/CLIENT PROFILE: Allows clients to manage their profile information.
JOURNAL ENTRY: Performing this action allows clients to enter financial data collected each pay-period.
JOURNAL CONFIRMATIONS: Displays whether or not the information was successfully submitted.
JOURNAL REPORTS: Displays custom reports for the contributed dollars at any point in history. Allows clients to perform tasks such as audit trial checks, etc.
EMPLOYEE MAINTENANCE: This feature allows you to add, update, and query employee records.
QUICKBOOKS® SYNCHRONIZATION SUPPORT: QuickBooks® Pro 2002 allows this application to interact with your QuckBooks® software. In order for this interaction to take place, you must first allow an ActiveX® download from this site. This ActiveX® component contains the business logic used to copy employees to and from your QuickBooks® Company File and this application.
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