Payroll Master Reports

Posted By Marj@Swab over 7 years ago

I have two questions....1. Is there a way to run a report on each employee giving all of the Master Payroll information such as name, address, sin# etc. and 2. Is there a way to run a report on each employee that will give me the tax claims and other indexed amounts? I'm trying to find the ones who have other indexed amounts so I can get them to fill in new forms in case there are changes. Any help would be appreciated.

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0 Jason. over 7 years ago

Hi Marj

For question 1. Default report does not have that, you can try combine Employee list report with Employee Summary report (SIN #) or try Intelligence report to customize your own report.
For question 2. On main screen Click Maintenance, Update Employee Claims, it should show you that information.
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0 Marj@Swab over 7 years ago in reply to Jason.

Thank you Jason, I will give that a try. Where do I find the Intelligence Report?
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0 Marj@Swab over 7 years ago in reply to Jason.

Thank you Jason, I will give that a try. Where do I find the Intelligence Report?
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0 C White over 7 years ago in reply to Marj@Swab

You get a surprising amount of information, in a very useful format, if you pull up the employee SUMMARY (the one with one employee per page, showing default pay rate, YTD payroll, etc, etc) and then click the Open in Excel button. Sage creates a useful Excel file, with the information nicely tabulated rather than scattered all over the page as it is in the original report.
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0 Marj@Swab over 7 years ago in reply to C White

Thank you for that information. I just posted another item in the forum. Having problems with the Trial Period with the Intelligence reporting. Maybe you can help me with that? Not sure what went wrong.
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