Retirement Payments
Step 1:
On pay day - open the Retirement report and Total Cost report, received via email, from payroll.
Open the Deductions and Deposits sheet and go to the "Retirement Deductions" tab
Enter the information from the Retirement report into A2 (Employee Deduction) and B2 (Company Contribution)
Enter the Minister's tithe information from the Total Cost Report in C2 (Minister's tithe)
D2 (Total) will calculate automatically
Below, look for the row for the pay day you are on and copy the Amount Sent (D2), Retirement Amount (sum of A2 and B2) and Minister's tithe (C2).
Step 2:
Log into the bank account
Go to the Bill Pay tab
Look for "Open Bible Churches" with a subtitle: Retirement
Enter the amount from D2 and take note of the "Deliver by" date
Step 3:
Log into your email
Send Jenny Longcor ([[1]]) and Emily ([[2]]) an email stating the amount of the check, when it is expected to arrive to them (the "Deliver by" date) and attach the retirement report from payroll breakdown for them.
EXAMPLE EMAIL:
Subject Line: Retirement Check for payroll 3.4.2022
Hello ladies!
You should receive a $662.09 check on 3.11.2021.
Attached is the retirement breakdown and $X.XX is for [insert name]'s minister's tithe.