Printing reports

This would normally be easily solved, but with COVID-19......

I am accountant and I trying to get my client to print off the Payment History (Parts 1 & 2) by date for the 19/20 tax year. Unfortunately, I don;t have a copy of SAGE payroll here, but he does.

I am trying to talk him though the various steps to print these reports, but as I cannot see his screen it is not working. Does anybody have the screenshots on how to talk to him so he can print these reports; or the very simple steps required....The website says Reports>Employee but he cannot seemed to find the correct place to start.

Many thanks in advance

Parents
  • 0

    Select reports on the tab across the top, 

    select employee reports on the side tab, then on the top make sure the filter is set to all, this maybe why he cant see the one you want.

    Scroll down, i'm assuming the one you want is 'Payment Summary History Part 1 by date', change the dates for the correct tax year required.

    Same report but part 2 is after it.

    Hope that helps!

Reply
  • 0

    Select reports on the tab across the top, 

    select employee reports on the side tab, then on the top make sure the filter is set to all, this maybe why he cant see the one you want.

    Scroll down, i'm assuming the one you want is 'Payment Summary History Part 1 by date', change the dates for the correct tax year required.

    Same report but part 2 is after it.

    Hope that helps!

Children