CMS Process Payroll Transactions window

ControllerCS > Controller > Common Tasks menu > CMS Process Payroll Transactions window

Use this window to process your payroll transactions from an external file(s). You must import a separate Ubridge file for each module you are importing, and the files must meet the import file format requirements.

NOTE: If you are using the Payroll Bridge, we recommend that you print the edit report and the posting / audit reports from both CMS Professional and Denali to compare the data.

Payroll Source

Use this drop-down to indicate whether you are importing from the CMS Payroll Bridge or another source.

Browse

Select this button to open a search window from which you can select the external file you want to process.

Add to Process Grid

Select this button to add the file located in the External File field to the File to Process list.

Ready to Process

The files in this grid appear in the order you select them for processing. To manually remove a field, highlight it, right-click it, and select Delete.

File to Process

This column shows the file you selected to import.

Processing Module

Use the drop-down(s) in this field to select the module(s) that correlates with the file(s) that will be processed. If you are importing external files generated by the CMS Payroll Bridge, this field will default to a module based on the filename in the File to Process list; however, you can change the module if necessary.

Importing / Posting Status

The data in this grid is retained until you close the window.

File / Batch

This column shows the external file or batch that is currently being processed or has finished being processed.

Process Status

This column reflects the current status of the importing or posting process.

Print Report

A check mark appears in this column for reports that are selected to print.

Status bar

The status bar increments based on the completed percentage of the current process and the label of the status bar will change to reflect the current status of the process.

Select All

This button is enabled when the importing/posting process completes. Click this button to select all items in the grid to print.

Deselect All

This button is enabled when an item in the grid is selected to print. Click this button to deselect all items in the grid to print.

Select Error Reports

This button is enabled when importing/posting completes for all files being processed and an error was detected in one or more files. Click this button to select all error reports to print. You can leave this window open while you work in the other modules to correct errors.

Select Posting Reports

This button is enabled when the posting process successfully completes. Click this button to select any rows in the grid that will generate a posting report.

Print Selected Reports

This button is enabled when you select the first importing / posting report item to print. Click this button to initiate the printing process for the report(s) selected in the grid. If the selected reports are error reports, the existing import or posting error reports will print. If the selected reports are for posted transactions, the existing Posting/Audit Reports will print.

Cancel Process

This button is enabled after you click the Begin Process button. Select this button to cancel the importing/posting process.

Begin Process

This button is enabled when the Ready to Process grid contains an item. Select this button to initiate the importing/posting process.