Employee Addresses

From the Addresses tab in the Edit Employee window, you can add, edit and delete address records for an employee.

If an employee uses the same address for different address types, you can share the address between the two uses.

You can also export a report listing the addresses displayed in the tab. Click to export the report to Excel or to export it to a PDF.

Add an address

1. Click . The Add Address window opens.

2. Complete the fields as described. Self-explanatory fields are not described. A red asterisk indicates a required field.

   • Type: Select from Business, Home, and Other 1, 2, or 3.
     The Business address can appear on the Employee Contact Information Report.
     The Home address appears on any warrants created for an employee out of the Accounts Payable screen (or Express Warrant Printing) and can appear on employee paychecks as specified.
     The Other addresses will appear on reports but are not available for printing on any AptaFund forms.

   • Description: (Optional) Enter text in the Description box.

   • Address 1 & Address 2: Use Address 2 for extra address information like suite # or apartment #. If the employee has both PO box and street address, create two separate address records instead of using Address 2 for the PO box. When there are two separate records, both addresses will be available for use.

   • Country, County, Phone, Fax, Email & Internet: Phone and Email are included on the Employee Information and Employee Contact Information reports. The other fields are used for other purposes in AptaFund.

3. Click Save. You're returned to the Addresses tab with the new record displayed.

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Edit an address

1. Click the checkbox beside the address to be edited, and click , or click the Type link. The popup window opens displaying the address fields.

2. Edit the address fields as needed.

3. Click Save. The changes are displayed in the Addresses tab.

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Delete an address

1. Click the checkbox(es) beside the address(es) to be deleted, and click . A confirmation window opens.

2. Click Yes. The records are deleted, and a message detailing the number of records deleted is displayed in the Addresses tab.

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Share an address

Some employees may use the same address for different purposes — e.g. home & home-based business. Use the Share Address command to copy the address automatically and create an additional address record for this employee.

Once addresses are shared, editing one shared address record will automatically update all addresses linked to it by sharing. All fields for shared addresses are therefore identical. If the addresses should have different phone numbers, they cannot be shared.

Share an address

1. Click the checkbox beside the address to be edited, and click the Share button. The Share Address window opens.

2. Select the type for the new address record. Note: Once an address type has been used in sharing, it is no longer included in the Share Address window.

3. Click Save. The address is copied to the new record, and both addresses are displayed with the Shared box checked.

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