RB User Guide > Payables > Pay Resources

Closing payroll

You must close (i.e., finalize) payroll before you can pay resources or send them pay statements. This is to ensure that no changes can be made to the payroll data after you distribute checks and pay statements to your resources.

1. Payables > Pay Resources
2. In the Pay Resources window’s Search By pane, click *Pay Date’s .
3. In the Lookup Pay Date popup, open pay dates are listed. Click the current payroll date to select it. (Pay dates are set in Setup > Pay Dates.)
4. In the Pay Resources window:

• Pay Group

  Defaults to the pay group associated with the pay date selected and is not editable. (Pay groups are selected when setting up pay dates.)

• Cutoff Date

  Defaults to the last date for invoices to be included in this pay date selected and is not editable. (Cutoff dates are designated when setting up pay dates.)

• Show Zero Pay Resources

  Leave as default, No.
5. Click . RB9 lists all of the resources that are to be paid on the specified pay date.
6. Click Draft Resource Pay Statements > Office Copy - Detail. The Print Pay Statements window opens with the pay statements compiled into a draft report, one resource per page.
7. Use the report to verify that all changes and updates you’ve entered are included. To export, print or save a copy, see Printing invoices, statements & reports.
8. After verifying payroll is correct, click Close Payroll.
9. In the popup that appears asking if you are sure you want to close payroll, click Yes.
10. After closing payroll, make a final copy of the Resource Pay Statements report, then send resources their pay statements.

Reference

• Payables payroll procedure
• Pay Dates
• Pay Group
• Cutoff Date

Step-by-step instructions

• Setting up pay dates
• Verifying resource pay
• Printing invoices, statements & reports
• Printing resource payroll report (final copy)
• Sending resources their pay statements