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All PayCanvas guides
14 guides
Getting started with PayCanvas
Sign in, select a payroll account, and learn the safe path from source collection to a reviewed payroll result.
Read guide Payroll operationsCreating and reviewing payroll runs
Create a pay period, collect its data, calculate payroll, and review every total before downloading files.
Read guide BasicsWhat PayCanvas can—and cannot—do
Decide whether PayCanvas fits your payroll workflow, from bookings and tips to audit trails, forecasts, exports, and AI assistance.
Read guide DataData sources and imports
See where payroll data comes from, follow collection progress, and safely use a report when an account allows it.
Read guide ForecastingForecasting in PayCanvas
Review provisional booked value, payroll run-rate estimates, scenarios, coverage, and known forecast limitations.
Read guide Payroll operationsExceptions and resolutions
Understand why PayCanvas stopped on an issue, what money is being held, and how to resolve it safely.
Read guide GovernanceAudit trails, evidence, and version history
Trace payroll amounts to rules and source references, review safe event history, and understand immutable result versions.
Read guide Payroll operationsAdjustments and exports
Record auditable manual corrections, import retained adjustment history, void entries, and download available output files.
Read guide MCP connectorPayCanvas MCP connector setup
Securely connect ChatGPT, Codex, Claude, or another compatible assistant to your authorized PayCanvas account.
Read guide MCP connectorMCP permissions and disconnecting
Understand what an AI connection can see or change, how confirmation works, and how to disconnect safely.
Read guide MCP connectorMCP example workflows
Use safe prompts to review readiness, payroll results, exceptions, evidence, and confirmed operator actions through PayCanvas MCP.
Read guide TrustSecurity and privacy
Learn how PayCanvas separates payroll accounts, protects credentials and evidence, and limits what connected assistants can see.
Read guide TroubleshootingTroubleshooting and FAQ
Resolve common sign-in, source, calculation, forecast, export, and MCP connector problems without risking payroll data.
Read guide SupportContacting PayCanvas Support
Send a useful, privacy-safe support request and know what information to include or leave out.
Read guideGive it the public guide, not your private payroll data.
Share an article URL and describe the step you are on, what you expected, and any safe error code. Never paste employee pay, raw reports, credentials, or access tokens.