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Add Client

Overview

Adding a new client in ProPay requires two simple steps: selecting the Add Client function and assigning a unique File ID. This File ID serves as a 3-character identifier for organizing and accessing client payroll data.

Adding a New Client

Follow these steps to add a new client:

  1. From the Client Functions menu, select Add Client.
  2. Enter the File ID when prompted.

File ID Guidelines

The File ID is a 3-character identifier that must be unique for each client. ProPay provides a default File ID scheme:

  • First character: A letter from A to Z
  • Second and third characters: Two digits from 01 to 99

Valid File ID examples: A01, B22, C50

Note icon Important: Do not use Z01 as a File ID. This identifier is reserved by ProPay.

Changing a Client ID

If you need to change an existing client's ID, follow these steps:

  1. Go to Client Functions > Miscellaneous > Check File Integrity > Change Client File ID.
  2. When prompted, enter the existing 3-character client ID.
  3. Enter the new 3-character client ID.

Troubleshooting

Issue: Unable to add a new client

  1. Ensure you have the necessary permissions to add clients.
  2. Verify that you selected Add Client from the Client Functions menu.
  3. Check that the File ID you're trying to use isn't already assigned to another client.

Issue: Can't change a client ID

  1. Confirm that you have the required access rights to modify client information.
  2. Verify you navigated to the correct menu path: Client Functions > Miscellaneous > Check File Integrity > Change Client File ID.
  3. Ensure the existing client ID you entered is correct and exists in the system.
  4. Verify that the new client ID isn't already in use.

See Also

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