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SOP: Retrieving ADP Invoices for One-Off Deposits & Withdrawals

Learn how to locate and explain one-off ADP account credits or debits, such as tax adjustments or 401k employer matching, using SmartCompliance. Step-by-step instructions for accessing transaction details and responding to employee inquiries.

By Jessica Esslinger

In this guide, we'll learn how to find details about credits or debits in ADP SmartCompliance. This process helps you answer questions about specific transactions, such as tax adjustments or employer contributions.

You'll see how to search for a transaction, download supporting documents, and share the information with the person who requested it.

Let's get started

Okay. This video is very simple. I was thinking about one-off transactions. Occasionally, ADP will credit or debit the girls' accounts for taxes or similar reasons, and they will ask what it's for.

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Click here
Step #1: Click here

Just log in.

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Click on "jesslinger @ ueaq6"
Step #2: Click on "jesslinger @ ueaq6"
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Click on "Next"
Step #3: Click on "Next"
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Double-click on "jesslinger @ ueaq6"
Step #4: Double-click on "jesslinger @ ueaq6"

I'll show you where to find those.

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Double-click on "Sign in"
Step #5: Double-click on "Sign in"

In the search bar, type SmartCompliance.

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Click on "Search for anything"
Step #6: Click on "Search for anything"
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Type "smart"

An example I'm going to give.

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Click here
Step #8: Click here
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Click here
Step #9: Click here

Example I will give is...

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Click here
Step #10: Click here
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Click on "☐"
Step #11: Click on "☐"
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Drag here
Step #12: Drag here

Let's do Julie, ADP.

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Type "julie adp + Enter"
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Click here
Step #14: Click here
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Click on ","
Step #15: Click on ","

Here's an example.

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Click on "Julie Watson"
Step #16: Click on "Julie Watson"

Julie asked if I had details about the specific credit of 5419 that was applied to her account.

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Click here
Step #17: Click here

I would log in to ADP and look for SmartCompliance.

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Click on "ADP Workforce Now"
Step #18: Click on "ADP Workforce Now"
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Click on "ADP SmartCompliance"
Step #19: Click on "ADP SmartCompliance"

Go to Invoicing and Funding. In the Amount section, look for the amount 5419 on round 317, which is here.

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Click on "Invoicing & Funding"
Step #20: Click on "Invoicing & Funding"
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Click here
Step #21: Click here
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Click here
Step #22: Click here

I will click the PDF button.

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Click on "☑"
Step #23: Click on "☑"

You can see it was a credit for SCA, and it will state what it's for. This is about 401k employer matching. I will download the file, then reply to her email with the attachment and instructions on how to book it.

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Click here
Step #24: Click here
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Click on "ADP SmartCompliance"
Step #25: Click on "ADP SmartCompliance"

That's it.