Cancelling Pre-Note

Cancelling Pre-Note

If you have set up your account to require any new direct deposit to be set up as "Pre-Note", then the first time an employee is paid on their bank account, they will actually receive a live check, while we send a blank ACH file to confirm the accuracy of the direct deposit on file. If you'd like to cancel the pre-note allowing the first payroll to process on direct deposit, please follow the below steps.

 

Note: If the account is not accurate, one of two things may happen. The first would be that if the account was off by only one digit, then the bank may take longer to deposit the amount than usual. If any employee states that they have not received funds, be sure to have them confirm the account on file is correct. If the account is off by 1 digit then the funds will find the account usually a day later than usual. If the account is completely wrong, then you may pay the employee the net amount house and when the funds reject from the bank, we can refund your business account.

 

Cancelling Pre-Note:

 

Hamburger Menu > Team Icon > Payroll > Employee Payroll Maintenance > Direct Deposits

 

Once there, find the employee(s) then select the box next to their name and choose "Cancel Pre-Note"

 

 

If you're in a current payroll, after you cancel the pre-note, navigate back to the payroll and recalculate the pay statement or pay statement(s). Pull the register to ensure direct deposit took place on the pay statements before submitting.

 

 


    • Related Articles

    • Employee Self Service Direct Deposit (from Employee view)

      Updating Direct Deposit - Employee Level In this video, we cover how to update your direct deposit for your individual account.  In order to update your direct deposit, you can navigate from the "My Payroll" widget OR you can navigate to the ...
    • Meal Penalty - Managing and Cancelling (California)

      California clients may elect to have the system auto-add an extra hour of pay to hourly employees in order to automate the penalty process. The system will look to see if an employee has taken their lunch before the 5th hour, which means the Meal ...
    • Surveys

      This functionality allows you to create custom or pre-defined surveys to send to your employees. Surveys can be defined to collect information vital to your organization, can be used to gather information on processes your employees or new hires have ...
    • How to Hire a New Employee

      How to Hire a New Employee   This article will cover the steps required to add a new hire to the system. Green Leaf’s new hire process typically consists of an Administrator initiating the new hire, the New Hire receiving an email to log in and ...
    • Processing Payroll

      When processing payroll, there are a series of steps to process through in order to completely submit payroll. The guide below will go through all steps start to finish including all those required when time keeping is being utilized. When navigating ...