Allowance - Deduction Report - Uncover Valuable Insights for Better Management

Details Overview

The Allowance – Deduction report within the Administration menu of the SapphireOne Payroll/HR mode provides reports for Allowances or Deductions only.

When printing employee reports, the user should be aware that SapphireOne will assume that it is to print the selected report on all Employees that are currently active in SapphireOne. This may be from just a few employees but could extend to hundreds or even thousands of them.

When the Allowance – Deduction report is selected from the Administration menu, SapphireOne will present a print dialog screen as seen below for the user to select and customise the criteria and data they would like included within the report.

Print Destination Menu

The Print Destination menu allows the user to choose the destination for the Report.

Printer  Tells SapphireOne to send the report straight to the Printer. 
Custom Report  This allows the user to create a custom designed report. Once it has been created the user will be able to use this option from the Print Destination menu. 
Quick Report  Selecting this option will open the Sapphire Quick Report function. 
Labels Selecting this option will open the Sapphire Label Design Report Editor, allowing the user to design Labels as required. Labels can be designed and printed on a sheet or roll.

Deduction Report Type Menu

Selecting the Report Type menu option will enable the user to print different layout styles of the Details Report.

Allow/Deduct This report prints both Allowances and Deductions
Allowances This report prints Allowances Only. 
Deductions This report prints Deductions Only. 

Deduction Report Sort Order Menu

The Report Sort Order Menu allows the user to select from various sorting methods and criteria to organise data in different sequences while still maintaining the same fundamental report format. The user can sort data by:

No Sort This will display the Details Report in the order they are displayed.
By ID  Selecting this option will tell SapphireOne to sort the report by Employee ID
By Type Selecting this option tells SapphireOne to sort the report by the type of allowance using the leave type ID.
By GL ID Selecting this option tells SapphireOne to sort the report by the GL ID used when the allowance or deduction was processed.

Report Selection Options

All Records  This report will display all Employees allowances and deductions.
Current Selection Not used for this report.

Report Buttons

Print button Select this button to Print the Report.
Cancel button Select this button to Cancel the Report.
Record List Button Selecting this button brings up a list of all Employees within the users SapphireOne data file. The user can then use the ‘command/F’ and ‘ctrl/F’ search function to search for particular employees to be printed.
Options Button When active, the Options Button allows for even further customisation of the Report.
Queue Button Selecting this button will put the report in a Queue, allowing the user to select the time and day for the report to run and print.
Background Button Selecting this button allows the user to run the report in the background of the SapphireOne server, allowing the user to continue with other tasks while the report is generating.

The user also has the option to create custom reports using SapphireOne Quick Reports or Custom Reports. 

You can review our Blog and YouTube channel for additional information and resources on SapphireOne ERP, CRM and Business Accounting software.

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