Configuring Reftown to Use the Paysheet System

Note that some of these steps may already be done in your setup

• Main Finance Enable
  1. Go to Admin -> Configuration – Finances
  2. Click on Main Enable
  3. Check “Enable Official's Financial Features”
  4. Click Update

• Main Paysheet Enable
  5. Go to Admin -> Configuration – Finances
  6. Click on Paysheet Mode Options
  7. Check “Enable Paysheet Mode”
  8. In the Access Options Section, choose who, in addition to administrators, should be able to access the Paysheet on Reftown.
  9. In the Driver Options Section
     • Click “Enable Driver Designation” to allow drivers to be specified
     • Choose who should be allowed to designate drivers
     • Choose the maximum number of drivers that can be selected
  10. In the Officials Contact Display Options
      • Choose whether the payor will have access to the officials address, phone, and email contact information.
  11. In the SSN/TIN Display Options
      • Choose whether the payor will have access to the officials’ SSNs
      • Choose whether they will get the last 4 digits only (or the full number)
      • Choose whether to allow a payor to view an official’s w9.
        • This is function is not yet available but you can select this option for when it is made available in the near future.
  12. Click Update