I have defined User Roles and have a user who has payroll administrator and payroll processor as well as accounts receivable.
Our process for entering any paying garnishments includes scheduling the payments to appear in the list of liabilities just as payroll taxes do. The only way I know to do this is via the Payroll Center\Pay Liabilities\Other Activities\Change Payment Method\Benefit & Other payment\Schedule Payments: then selecting the liability and setting the schedule to: Monday for previous weeks liabilities
My issue is that this process opens the "payroll update/checkup" window and will not allow you to access scheduling garnishments without first checking cash accounts for e-payment. Cash Accounts for E-Payments requires an "Admin User" and while when I am logged in as the admin user all cash accounts are complete/accurate, etc however the payroll administrator receives an error and is denied access and cannot skip down to schedule liability/benefits payments.
Is there another way to setup/schedule garnishments or something I need to change in user access to correct?
I appreciate the complete details you've shared, @Teanamaree.
You can use the predefined roles and assigned them to your payroll administrator. Also, you can provide your payroll administrator a partial or full access to your specific bank account in QuickBooks. Let me guide you in doing so.
Go to the Company.
Scroll down to Users.
Select Setup Users and Roles.
Choose the Roles List tab.
Pick Payroll Manager.
From the Edit Role window, expand the Banking section.
Locate the bank account used in your E-Payments.
Assigned Partial or Full access to your payroll administrator.
You can do the same steps for the role of Payroll Processor. Once completed, you can assign both roles to your Payroll Administrator.
Leave a comment below if you have other questions about managing your authorized users' access. I'm always here to help.