Optional Processing Criteria

The Optional Processing Criteria workbox allows you to designate which timesheets/invoices/vendor pay transactions should be included in the Payroll, Billing, Vendor Pay, Direct Deposit or TimeKeeper Timesheet process. Multiple batches can be selected and processed together using Batch ID.

NOTE: Not all options are available for each type of process. For example, Vendor Pay includes only Batch Branch, Batch Id, and Vendor Name options.

Batch Branch Selection

Batch ID Selection (Multiple Batches)

IF YOU SELECT...	THEN...
Batch Branch	Use to select a branch from a list of all valid branches to which you have security access.

Batch ID	Presents a list of batches that are valid for processing. Click the checkbox in the Select column in front of each batch to be processed. Clicking the checkbox also de-selects a selected checkbox. The Select All and Clear All buttons simplify a group select.

Bill Group	Use to select from a list of all valid Bill Groups.

Check Handling	Use to select a check handling option from a list of valid check handling flags.

Invoice Handling Flag	Use to select an invoice handling flag from a list of valid invoice handling flags.

Company Name	Use to access the Look Up Company window or type the company name in the Company Name field or type the company number in the Company Number field.

Posting W/E Date	Use to select a From and To date range to process. Click here for more information on using StaffSuite's calendar.

Service Line	Use to select a service line from a list of valid service lines.

Vendor Name	Use to access the Look Up Vendor window or type the vendor name in the Vendor Name field or type the vendor number in the Vendor Number field.

OK	Click this button to close the window and save the optional processing criteria.

Cancel	Click this button to close the window without saving the optional processing criteria.

Apply	Click this button to save the optional processing criteria without closing the window (useful if you want to add more than one optional processing criteria).