Payment Summary

Payment Summary 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.

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 SummaryCondensed summary for payment information. Provides an abstract of Non Business Payment Summaries and includes information on Salary, Allowances and Deductions. 
Non-Business PaymentAllows the printing of Individual Non-Business Payment Summaries for your employees with 2 Pages per employee. 
ETP Payment SummaryEnables the printing of Eligible Termination Payment Summaries. 
Magnetic MediaDesigned 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 SortThis 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 SurnameThis will sort the order of the data by surname.
By Pay FrequencyThis will sort the order of the data by pay frequency.
By ClassThis will sort the order of the data by employee class.
By DepartmentThis will sort the order of the data by employee department.

Report Selection Menu

Current and RecentThis will display all current and recent transactions only. This does not include inactive records.
Current and Recent ETP OnlyThis 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 ButtonSelect this button to Print the Report.
Cancel ButtonSelect this button to Cancel the Report.
Record List ButtonSelecting 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 ButtonWhen active, the Options Button allows for even further customisation of the Report.
Queue ButtonSelecting 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 ButtonSelecting 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.

Was this helpful?

Previous Article

Current Transaction Lines

Next Article

General Ledger