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 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.|
|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.