Using the Sartox Deductions spreadsheet

Using the Sartox Deductions spreadsheet

Using the Deductions Spreadsheet (Sartox)

In Sunpac, go to options:

 3, 33, 5 

The Sartox Deductions spreadsheet is based on information obtained in a file after running the Sartox Deductions register in Sartox.  Therefore, prior to opening the Deductions spreadsheet, run the Deductions Register in Sartox for the criteria you want (for example, run with all deduction codes for a particular date range).

 

Open the Deductions Spreadsheet

You will see a message reminding you to run the deductions register - click on OK

 

You may be prompted for your AS400 userid and password - enter this and the spreadsheet should refresh.

 

To include narrow down the spreadsheet to include only particular deduction codes (for example, only life insurance codes), do the following:

 

Click on the Codes to Include tab at the bottom of the deductions spreadsheet:

 

Type in the deduction codes that you want to include:

Use all capital letters and do not leave spaces between the rows.

 

Click on the Master List tab at the bottom of the spreadsheet to return to the deductions spreadsheet:

 

Click on the Select Codes button at the top of the spreadsheet.  This will filter your spreadsheet to include on the codes that you typed in the list.

 

 

To obtain a total at the bottom, click on the cell below the amounts (leave one row in between):

 

 

Click on the Sum button on the Excel toolbar: 

 

Click and highlight all of the amounts in the list:

 

Press enter.