If you use Sage HRMS Payroll and HR Actions, you should read about these new updates. They may require action on your part.

With the current Q2 update for Sage HRMS 2016 US Payroll, Sage has added a new field, “Prenote Status,” to the EFT screen. (A prenote is a test transaction a banking institution uses to make sure the provided account information is valid before setting up an Automated Clearing House, or ACH, transfer.)

The new field indicates if you’ve sent a prenote to an employee’s bank and if that bank has responded. In order to make direct deposits, the field status must be “Approved.”

Sage HRMS HR Actions v 10.6.8

Sage HRMS HR Actions has addressed this issue in release v. 10.6.8 by adding support for the new field. If you have HR Actions and use a form for Direct Deposit, you’ll need to complete one of two actions.

Not using Prenote

If you aren’t using Prenote you will need to do the following:

  • In HR Actions, go to Form Builder Step 3, scroll down to SQL Payroll – EFT and add the EFT Prenote Status field by checking the box.

Screen shot of Sage Payroll EFT Transactions screen with


  • Click Next and go to Step 4. Here you will set the default value, selecting “Approved” from the drop-down list. A direct deposit will be sent for the employee.

screen shot showing drop-down list for setting default for Prenote in Sage HRMS Payroll Form Fields Defaults


Using Prenote

If you’re already using Prenote you will need to do the following:

  • Do not add the field to your form. HR Actions will automatically save back a value of “Not Started” to the Prenote Status field. This will not send a direct deposit for the employee.
  • This field will need to be manually updated to “Approved” once you have received approval from the bank.


Following the appropriate steps will ensure that employees who have chosen direct deposit will receive their funds through electronic fund transfer.


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Mary van Balen
Mary van Balen
Technical Writer at Delphia Consulting
Mary van Balen is based out of Columbus, Ohio and is a writer for Delphia Consulting. Mary contributes to the Delphia blog on Human Resources issues and Delphia Consulting and Sage product related updates.