See "EDGE Payroll Interface Instructions" for a complete set of setup instructions, the following is for quick reference only.

Following the instructions outlined in the CheckMark Payroll Manual, set up a Template Payroll Company in the CheckMark Software to use to expedite setup of your Payroll files for each property/ management company in your EDGE software.  Only complete setup for what is applicable to the Template as it will be used for the specific Payroll Files it is used for to create.  If only one set of Payroll Files will be used for the EDGE software (Management Company) than setting up a template is not necessary.

Using the Other Setup Tab of the Property Window and Management Company Setup Window.  Create Payroll Files for each specific Property and Management Company in EDGE.  Complete individual setup of these CheckMark Payroll Files within the CheckMark software.

Once the setup of the Employees in each set of the CheckMark Payroll Files is complete, Employee Information needs to be exported to Text Files (TXT) and imported into EDGE using the CheckMark Payroll Interface Manager in EDGE located in the GL Menu | CheckMark Payroll Submenu.  Use the Export Employee Information for EMPLOYEE INFO, save file as 1EXXXXXX.TXT (where Xs represent the Property ID the employees are to be imported for).  From the Employee Information Report in CheckMark, save PERSONAL INFO as 2EXXXXXX.TXT and save WAGE INFO as 3EXXXXXX.TXT.   These files must be saved to the DATA / PAYROLL / IMPORT directory.

When setting up Employer Payees in the CheckMark Software, be sure that the first 6 characters of the Payees Name is the Vendor ID of the Payee in the EDGE software.  Especially if Employer Check will be imported into EDGE as APs, it will be necessary for these Payees to be on file in the EDGE software.  The first 6 characters of the Payees Name in the CheckMark Software must be the Vendor ID as it exists in EDGE.  Use spaces if the ID is not the full 6 characters.

The final aspect of CheckMark Payroll Interface Setup, is setting up the COAs in EDGE for Payroll.  All Ledger Account in the CheckMark Software must exist in the EDGE Software.  There is a COA Import/ Update process in the CheckMark Payroll Interface Manager in EDGE to expedite this setup.  Before importing Employee Paychecks, run the COA Import/ Update process to check for any COA that need to be created or updated based on the files that will be used to import the employee paychecks/ payroll information.  This only needs to be done the first several times this interface is used to import employee and employer payroll checks to be certain all Ledger Accounts used in CheckMark are brought over and exist as the same accounts in EDGE.