Greenshades Garnishments

Greenshades Garnishments

Product Guide and FAQ

Greenshades Software Support Team support@ 1-888-255-3815

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Table of Contents

Table of Contents ............................................................................................................................ 2 General Overview ........................................................................................................................... 3 Additional Deduction Information Setup........................................................................................ 5

Categorize Deduction.............................................................................................................. 5 Manage Default Garnishment Settings For Deduction Codes ................................................ 5 Select Deduction ..................................................................................................................... 6 Edit Deduction Settings .......................................................................................................... 6 Garnishment Settings .............................................................................................................. 6 Select Vendor and Checkbook................................................................................................ 7 Garnishment Setup Wizard ............................................................................................................. 7 Create a New Garnishment ..................................................................................................... 7 Edit Garnishment Settings ...................................................................................................... 8 Create Garnishment Settings................................................................................................... 8 Garnishment Fee Settings ....................................................................................................... 8 Select Vendor and Checkbook................................................................................................ 9 Delete Existing Garnishment .................................................................................................. 9 View/Edit Existing Garnishment ............................................................................................ 9 Arrears View/Edit ......................................................................................................................... 10 Payment Wizard............................................................................................................................ 11 Create Payments for Garnishments....................................................................................... 11 Create a Check Transaction .................................................................................................. 11 Create General Ledger Transaction ...................................................................................... 12 Create Child Support ACH File ............................................................................................ 12 Create ACH File ................................................................................................................... 12 Manage Payments ................................................................................................................. 13 Reports .......................................................................................................................................... 13 Calculate Garnisments .................................................................................................................. 14 Step 1 ........................................................................................................................................ 14 Step 2 ........................................................................................................................................ 14 Step 3 ........................................................................................................................................ 16 Settings.......................................................................................................................................... 16 Frequently Asked Questions ......................................................................................................... 17 I am not familiar with Greenshades Garnishments, can I get a walkthrough? ......................... 17 How can I get live support? ...................................................................................................... 17 How can I find out what my registration key is? ...................................................................... 17 I am setting up a garnishment in OH, with both a case number and order number, how does Greenshades Garnishments handle that? .................................................................................. 17 Why do I keep getting a message that garnishments must be setup as a Fixed Amount deduction? ................................................................................................................................. 17 What state do I select for an IRS tax levy garnishment? .......................................................... 17 What is the priority for calculating garnishments? ................................................................... 18 I have multiple deductions setup within Dynamics, do I have go through and setup each one individually within Greenshades Garnishments?...................................................................... 18

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General Overview

About Greenshades Garnishments The Greenshades Garnishment product was designed to provide our Dynamics GP clients with a convenient way of properly tracking and deducting garnishments for their employees. In addition to calculating garnishments based off state specific rules, Greenshades Garnishments also provides you with the ability to track arrears, generate helpful reports, and create ACH payments. Greenshades Garnishments also has the ability to handle confliction and pro-ration of garnishments.

Requirements for Greenshades Garnishments Greenshades Garnishments does have a couple of prerequisites in order to function properly. First, it requires an active internet connection in order to utilize all of its functionality. Greenshades does offer an "Offline Mode" however using this will highly limit the capability of our product.

Greenshades Garnishments can be configured to authenticate with a corporate proxy server, but it is our client's responsibility to ensure that adequate internet access is provided to the Greenshades Center. For information on setting up Greenshades with your Proxy Server or Firewall, please see our Firewall Guide available at:

Also, Greenshades Garnishments requires an update to Microsoft Windows called the `Microsoft .NET Framework.' Please install version 2.0 or later of this component.

While a user will not need to be a computer administrator or logged into Dynamics as System Administrator (SA), they will need to have permission to write to the file system and the registry and may need to have an authorized user provide an administrative database password when performing some updates.

Installing Greenshades Garnishments To install Greenshades Garnishments you will need to run the "GarnishmentsSetup.msi" file available on our website, .

This is a Microsoft Installer and will ask you to choose a location for the product and choose the installation directory of your accounting package. Once it has completed, Greenshades Garnishments will be installed on your workstation.

Further information for installing Greenshades Garnishments can be found within our Installation Guide at:

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Launching Greenshades Garnishments Greenshades Garnishments can be accessed through Dynamics GP by navigating from the top bar menu through Cards > Payroll > Garnishments. The program will also automatically launch every time you calculate checks within Dynamics. Initial Setup of Garnishments When you launch Greenshades Garnishments for the first time you will need to enter in your registration key. Your registration key would have been emailed to you once you completed your purchase. You can also find your registration key on the MyGreenshades web portal at . After entering in your registration key, click the Apply button. You will only need to enter in your registration key the first time you launch Greenshades Garnishments. After validating your registration key, click OK to enter into Greenshades Garnishments. Basic Navigation within Greenshades Garnishments The functionality of Greenshades Garnishments is separated into six separate wizards that provide you with the ability to complete multiple tasks including setting up multiple garnishments, track arrearage, convert garnishments into Payables Transactions, and create reports. This section of the user guide will briefly go over the functionality of each wizard.

Garnishments

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Additional Deduction Information Setup

The first step in ensuring your garnishments will be properly calculated is to go through the `Additional Deduction Information Setup'. Once selected you will have two options

? Categorize Deductions

? Manage Default Garnishment Settings For Deduction Codes

Categorize Deduction During this setup you will categorize your deductions into certain deduction categories, Retirement, Child Support, Tax, Union Dues, and Medical Insurance. Correctly categorizing your deductions will enable Greenshades Garnishments to properly calculate maximum garnishment amounts. If the deduction does not apply to any of the listed categories leave it blank.

Manage Default Garnishment Settings For Deduction Codes In this stage of the setup, we will specify the default values for any existing deductions. These default values will be used when an employee has a garnishment with the specific deduction code. You will however, be able to change the values per employee. Managing the defaults is broken down into four stages:

1. Select Deduction 2. Edit Deduction Settings 3. Garnishment Settings 4. Select Vendor and Check book

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