Payment Summary Report

Payment Summary Report Report Overview

The Payment Summary Report within SapphireOne PayRoll/HR Mode generates a payment summary showing the total amount paid to payees/employees, as well as how much was withheld from the payments for the financial year.

When the Payment Summary Report is selected from the Reports menu, SapphireOne will present a print dialog screen for the user to select and customise the criteria and data they would like included within the report.

After the Print button is selected the following popup dialogue will appear. The user can select the chosen Financial Year for the report.

Print Destination Menu

The Print Destination menu allows the user to choose the destination for the Report, and select from the options which include Printer, Custom Report, Quick Report and Labels.

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.

Dictation and Speech to Text Overview

SapphireOne’s implementation of both Dictation (MacOS) and Speech to Text (Windows) is a game changer for data entry. Any data entry field you can type into using a keyboard can use this feature.

You can also use this functionality on all inquiry screens within SapphireOne. For example, the user is in a Contact within a Client. They may have made a phone call to that particular client using the Softphone technology. Consequently, this will automatically date and time stamp both the contact and the phone number you called.

As soon as the call is completed, the user has the ability to use Speech to Text (Windows) or Dictation (MacOS). They can dictate into the memo field of the CRM contact, adding as much description as they require.

Dictation and Speech to Text Procedure

This functionality applies across every single Data Entry screen. For example, the SapphireOne user is entering a Vendor Invoice (VI). Additionally, you may want to add a memo within the Vendor Invoice (VI). The user can utilise the tool and simply dictate the memo.

Another example is if the user wants to add additional lines to the General Ledger account, within each General Ledger account. When the user is completing data entry using a General Ledger, there’s always a unique memo field for each GL account line.

The user can then utilise this feature to quickly add the information they need to add. Alternatively, you may have an interview with an employee. After the interview process is completed, the user can then make notes about the employee.

Speech to Text or Dictation is an extremely powerful tool. It is something that we at SapphireOne, as well as our clients, utilise daily. It is a massive timesaver.

Payment Summary Report Type Menu

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

Each Payment summary prints two copies. Both copies including a “Notice to Payee” should be given to the employee or entity. If you are printing Plain Paper summaries, you must submit a Magnetic Media file to the ATO with the electronic record of what you have already printed. 

Condensed Summary Condensed summary for payment information. Provides an abstract of Non Business Payment Summaries and includes information on Salary, Allowances and Deductions. 
Non-Business Payment Allows the printing of Individual Non-Business Payment Summaries for your employees with 2 Pages per employee. 
ETP Payment Summary Enables the printing of Eligible Termination Payment Summaries. 
Magnetic Media Designed for the generation and sending of Magnetic Media Filing to the Australia Taxation Office. Uses appropriate version of ATO Magnetic Media Specification.

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  This will sort the order of the data by employee ID.
By Surname This will sort the order of the data by surname.
By Pay Frequency This will sort the order of the data by pay frequency.
By Class This will sort the order of the data by employee class.
By Department This will sort the order of the data by employee department.

Report Selection Menu

Current and Recent This will display all current and recent transactions only. This does not include inactive records.
Current and Recent ETP Only This will display all current and recent Eligible Termination Payment records only. This does not include inactive records.
All Records  This will display all transaction records, including inactive records.

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 inventory items within the users SapphireOne data file. The user can then use the ‘command/F’ and ‘ctrl/F’ search function to search for the inventory item 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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