System Setup Overview
Before you begin processing payroll, ProPay requires proper installation and configuration. This section covers everything from system requirements to network setup, license activation, and essential utilities that keep ProPay running smoothly.
What This Section Covers
System Setup includes all the topics you need to install, configure, and maintain your ProPay installation. Whether you are setting up a single workstation or a multi-user network environment, these topics guide you through each step.
Installation and Requirements
Getting Started
- System Requirements - Hardware, software, and printer specifications needed to run ProPay
- Installation (Single User) - Installing ProPay on a standalone computer
- Network Installation - Setting up ProPay for multi-user network access
- Add Workstation Shortcut - Connecting additional workstations to a network installation
System Configuration
After installation, configure ProPay to match your business needs and environment.
- System Defaults - Setting global preferences and default values
- System Setup - Security - Configuring user access and security settings
- System Setup - Electronic - Setting up electronic filing and ACH options
- Printers/Video Setup - Configuring check and report printers
- Printer Setup - Additional printer configuration options
- Signatory Designee Setup - Configuring authorized signers for tax filings
Tax Tables and Local Taxes
ProPay includes federal and state tax tables, but local taxes may require manual configuration.
- Local Tax Tables - Add - Creating new local tax jurisdictions
- Local Tax Tables - Edit - Modifying existing local tax settings
License and Updates
Keep your ProPay license current and transfer data between years.
- License Agreement - ProPay software license terms
- Update License - Renewing or updating your license code
- Transfer Previous Year - Migrating data to a new year
Network and Connectivity
Configure network settings and remote access for multi-user environments.
- Firewall Configuration - Opening required ports for ProPay network access
- Antivirus Exceptions - Preventing antivirus software from blocking ProPay
- RDP Connection - Accessing ProPay through Remote Desktop
Direct Deposit and ACH Setup
Configure the ACH system for processing direct deposits.
- ACH File Format - Understanding ACH file specifications
- Unbalanced ACH - Resolving ACH file balance issues
- Processor Setup - Configuring your ACH processor
PDF and Printing
Set up PDF generation for electronic document delivery.
- Install PDF995 - Installing the PDF printer driver
- Reinstall PDF995 - Reinstalling or updating PDF995
Utilities
ProPay includes diagnostic utilities to help troubleshoot and maintain your installation.
Data Migration
Move data from other systems into ProPay.
- Import from Other Software - Importing payroll data from third-party applications
Related Sections
- Getting Started - Introduction to ProPay basics
- Employer Setup - Configuring employer and company information
- Direct Deposits - Complete direct deposit processing guide