How to edit payment totals

Greenshades offers the ability to edit totals in a payment to correct or update any errors you might encounter while completing your state, local, or federal payments. Note that this will not affect totals within your accounting package; these edits only apply to the payment you are submitting. Any totals updates you wish to be within your accounting package must be done there. In many cases, this is the desired workflow as you would update totals in your accounting package, and then sync these updates to Greenshades. However, if you prefer to make quick edits within Greenshades to complete your payments, we'll show you how in this article.

This is an example of a United States Federal payroll tax liability. On this screen you will be given a breakdown of your Federal Income Tax, Social Security, and Medicare totals, as well as FFCRA totals if applicable. Each of these are editable fields, with the exception of the Total Payment field. which automatically sums all of the editable fields.

To make edits to your payment totals, simply select a field and replace the values with your desired total. Your totals will update once you move your cursor out of the edited field, either by using the TAB key on your keyboard to move to the next field, or by selecting the area outside of the current box using your mouse. You will know that your edit has taken effect once the Total Payment amount changes. It is important to wait for the system to update this total; attempting to submit your payment before the total payment field updates can result in an error, as the system validates your subtotals against the total payment field to ensure accuracy.

Once you have made edits and your Total Payment amount is the desired total, you may complete your payment submission by selecting Submit Payment.