Accounting Solutions (Web)
- How To: Check Requests
- How To: Bill Payments
- How To: Digital Purchase Orders
- How To: Bills
- How To: Accounting Reports
- How To: Digital Workflows
- How To: Vendors
- Paperless Accounting Workflows Release Notes
- Video Tutorials: Digital Purchase Orders
- How To: General Ledger
- How To: Journal Entries
- How To: Petty Cash
- How To: General Accounting
Accounting Solutions (Citrix)
Technical Release Notes
Canadian Payroll/Accounting Solutions
How to: Submit a Custom Form (Employee Submits)
Step 1: Click PROJECT START WORK on the left navigation.
Step 2: Click ADD next to the custom form. NOTE: The custom forms are any documents other than the I-9, W-4, and start form. They must be completed if in the Required Forms section on the Project Start Work page.
Step 3: Complete all required fields in the Fill In Information section. NOTE: Some custom forms might also include a required document to be uploaded via the file uploader. An example is a voided check on a direct deposit form.
Step 4: Click PREVIEW to view a preview of the form you are about to submit.
A window with a preview of the PDF will open. Click X to close the preview.
Step 5: Click SUBMIT when form is complete.