We are interested in learning how to send our payroll direct deposit to the employee email. Can someone let us know what the options /steps are?
Thank you,
Tracy
We are interested in learning how to send our payroll direct deposit to the employee email. Can someone let us know what the options /steps are?
Thank you,
Tracy
I think your best (maybe only outside manually printing to PDF and then emailing) is to looking into the MyAssistant add on for Sage.
I recommend "Visual Cut" by Millet Software to my clients.
Visual CUT: Schedule, Export, Burst, Email, and Distribute Crystal Reports (milletsoftware.com)
You can see a demo with the above link. For about $360.00 for one license and free support. This is a great product for Sage 300 users and very easy to setup.
I never knew another product supported sending out the stubs. Quite cool.
Jeff, it really is. You will like it!
Thank you. It sounds like the email setup in payroll is not something that will just allow payroll to push the statement to an employee email. It does sound like I will have to purchase a product or Manually print to PDF and then email.
The demo was nice, but terminology is a bit much for me. I will research some of the terms used and see if it is a good fit for the cost. I will take a look at the MyAssistant add on for Sage.
Thank you for all the help.
MyAssistant would be a great add on for this.
We use SAGE MyAssistant. It emails the direct deposit stubs to anyone in our payroll system that has an email address. It works great.
We use SAGE My Assistant. It works great.
Jenny - I looked at the demo. How do you break the payroll stubs report into individual pdfs for each person to assign an email address to? Thanks!
Angela, It is at the "bursting - group level 1" which would be the Check # or Employee number in a simple design.
So you take a crystal Payroll stub report and sort by Check or Employee ID. It will run from Visual Cut instead of Crystal or Sage sending one pdf file for each check or employee. Payroll does have an email address fields like AP.
One advantage is you can have two passwords per PDF so the PR employee can open all copies and each employee might have their SS# for their password. Another advantage is speed. VC processes all employees at one time verses one employee at a time. Like 6 minutes verses hours. Finally there is the price, you just pay once, less than $500.00. Downside is VC only uses crystal and does not come with a lot of default Sage reports like My Assistant. Where My Assistant can use both Report Designer reports and Crystal designs. However My Assistant only works with Sage products where VC works with any product that uses Crystal.
But if you write reports with crystal the possibilities are endless. Alerts on anything just like My Assistant. You can send to pivot tables, tabs in excel like one tab for each company FS’s or one tab for each type of Financial statement. Call me if you have any questions at 800-212-1208. (In case you are wondering, I don’t sell this product)
FYI I had a client that had a My Assistant license issue and could not get it resolved in time to generate AP check notifications for the current week. We had the VC software installed and working in one day. Here is the link for the User Manual.
Jenny Evans I just downloaded a trial of the VC software and I'm having issues trying to get the "canned" Sage crystal reports to run. I am not a Crystal reports user so i'm not familiar with that as much as I am the Report Designer (old school Sage/Timberline). I downloaded a trial also of Crystal and it appears that the report fields that it's trying to use are not matching up with my actual tables...although the report works from within Sage. The report I use weekly to print and snail mail stubs is PR Employee Pay Statement with Time Off - (Current file) (no email) 12162020.rpt. I've also tried opening PR Employee Pay Statement with Time Off - (Current file) 12162020.rpt and neither run in either crystal or Visual Cut.
Would you be willing to share your crystal report that you use...or willing to sell a copy to me if it works for my data?
I am using Sage 300 Construction and Real Estate v20.3 TS-Main
Version: 20.3.1 (20.3.1)
Thank you in advance.
Guy
Feel free to call me at 770-289-2393. I'm happy to help!
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