Payroll Export options

Topics brought up by the TimeTrex open source community.
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outreachadmin
Posts: 19
Joined: Wed Jan 02, 2013 2:28 pm

Payroll Export options

Post by outreachadmin »

We've been running in the Legacy interface on version 5.0.8. (I know... You suggest upgrading, but that's why I'm here now...)

I'm testing the upgrade & working out all the standard reports we require before rolling it out live.

In our current Payroll Export, we filter down by branch and we also filter out our test employee accounts to make sure we're not trying to pay "imaginary" people.

Is there any way to apply Branch Filters or Employee Filters on the Payroll Export report through the flex interface? I'm not seeing any options for filters in the Payroll Export interface.

Thank you for your time,

- Thomas Smith
Haltom City, TX
shanec
Posts: 417
Joined: Thu Apr 25, 2013 8:22 am

Re: Payroll Export options

Post by shanec »

To add search criteria to filter your report by follow these steps:
- Click the Report menu item from the menu bar located along the top.
- Click the Payroll Reports icon from the icon bar also located along the top.
- From the drop-down menu choose PAYROLL EXPORT.
- From the inset page that appears click the Template drop-down box and select a template.
- Click the Setup tab.
- Click the Fields drop-down box.
- Move any wanted criteria from the red box to the green box.
- Click the Report tab to customize the criteria you selected.
- Click the Save icon to save the changes if you want to use them again.
outreachadmin
Posts: 19
Joined: Wed Jan 02, 2013 2:28 pm

Re: Payroll Export options

Post by outreachadmin »

Awesome, Thank you!
I stumbled on this feature just today & started to figure it out.

Thanks again!!!
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