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Direct Deposit Report

  • 1.  Direct Deposit Report

    SILVER CONTRIBUTOR
    Posted 7 days ago
    Is there a report showing employees that have active direct deposit, or that shows employees that do not have direct deposit?​

    Thank you!

    ------------------------------
    Diana Chavers
    Payroll Coordinator
    Tennessee Baptist Mission Board
    Brentwood TN
    ------------------------------


  • 2.  RE: Direct Deposit Report

    Posted 7 days ago
    ​I don't recall seeing an out of the box smartlist, but one could easily be created with the Direct Deposit tables and the Employee master table.
    Let us know if this helps.
    Thx.

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    Toulou Yong
    Senior Business System Analyst
    NHS Management, LLC
    Tuscaloosa AL
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  • 3.  RE: Direct Deposit Report

    SILVER CONTRIBUTOR
    Posted 7 days ago
    ​Ok...thank you! :)

    ------------------------------
    Diana Chavers
    Payroll Coordinator
    Tennessee Baptist Mission Board
    Brentwood TN
    ------------------------------



  • 4.  RE: Direct Deposit Report

    SILVER CONTRIBUTOR
    Posted 6 days ago
    Diana,

    In the generate ACH transmittal, there are several reports.  The Deposit Master is a list of Active and Inactive employees that have Direct Deposit.  The Accounts Master is a list of all depository accounts for the employees.


    DD Reports

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    David Callery
    Consultant
    Coe & Company, LLC
    New Orleans LA
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  • 5.  RE: Direct Deposit Report

    SILVER CONTRIBUTOR
    Posted 3 days ago
    ​Good to know David, thank you!

    ------------------------------
    Diana Chavers
    Payroll Coordinator
    Tennessee Baptist Mission Board
    Brentwood TN
    ------------------------------



  • 6.  RE: Direct Deposit Report

    TOP CONTRIBUTOR
    Posted 3 days ago
    ​Thanks for the tip @David Callery. I found some interesting information when I ran our Accounts Master list. I see a LOT of employee IDs with no information other than Employee ID and Direct Deposit info.​ I can see them on the Employee Maintenance Card but they do not show on any SmartList or other report.

    I understood when you create a new Employee in GP you can't move onto the Direct Deposit screen until you fill in the required fields on the Employee Maintenance screen then save the record. So, I'm wondering how these Employee IDs exist when there isn't any info in the required fields and why they are only showing on this report? We started using the Payroll module in 2001. So, maybe the required fields were different back then?

     

    Should I be concerned about removing them? If so, what is the cleanest most efficient way to delete them? We have over 500 of these records. We are using GP2016R2.

     

    Thanks

     



    ------------------------------
    Joni Finnell
    GP Projects/Troubleshooter
    Consumer Support Services, Inc.
    Newark OH
    ------------------------------



  • 7.  RE: Direct Deposit Report

    Posted 6 days ago
      |   view attached
    We setup several direct deposit Smartlists when we went paperless and stopped producing paper checks.  I have attached screenshots of the fields and search setup on the ones we use most often, hope it helps.



    ------------------------------
    Lisa Schweich
    Payroll Liaison
    Corporate Commission of the Mille Lacs Band of Ojibwe
    Onamia MN
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    Attachment(s)

    docx
    DD Smartlist.docx   159K 1 version


  • 8.  RE: Direct Deposit Report

    SILVER CONTRIBUTOR
    Posted 3 days ago
    ​Thank you Lisa!

    ------------------------------
    Diana Chavers
    Payroll Coordinator
    Tennessee Baptist Mission Board
    Brentwood TN
    ------------------------------