Access: Payroll > Validate and process payroll > Preview payroll transaction report
1Under Filters, check the transaction type or types to be included in the report. You can obtain all three transaction types in a single report.
2Select the remuneration type by checking the boxes next to the Remuneration type label.
3Select the Employee status.
4Select the desired report type, Detail or Summary (the Detail box is checked by default).
Things to remember The Summary report type displays the quantity and amount totals for all earnings/deductions according to the selected organizational structure or segment configuration of the company (see next step). View Example : List of payroll transactions (Detail report) and Example : List of payroll transactions (Summary report). |
5Select the elements of the prganizational structure, or according to your company’s configuration, the job number or numbers that you wish to print on the report.
For job number users, please note that job numbers are displayed according to your business’s configuration. If your business has at least one (1)
company using job numbers, the job numbers will be displayed in the filters.
6Under Earnings and Deductions, determine the earnings and deductions that you wish to include in the report. To do so, leave the boxes checked for the earnings and deductions that you wish to print and uncheck the ones you do not require. By default, all the company’s earnings and deductions are selected.
Tips and tricks Check or uncheck the box located to the left of the Earnings or Deductions label to select or deselect all the earnings or deductions. |
7Under Sort, from the drop-down list of the Employees sort order select the employee sort order for this report.
8Click on Execute to generate the report.
Important If your company uses a statutory holiday bank with automatic calculations and the employee’s province of pay corresponds to one of the provinces listed below, the calculation of the statutory holiday could be incorrect (not applicable to companies subject to federal jurisdiction). The report will display a message under the transaction of the concerned employee. Please refer to the current legislation to ensure data compliance (see Useful links, List of provinces: Alberta, British-Columbia, New Brunswick, Nova Scotia, Northwest Territories, Newfoundland and Labrador, Nunavut and Prince Edward Island. |
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validating and processing payroll data - Additional information