PR: Deposit Summary by Department

Question

Payroll Question: My goal is to obtain the canned payroll report "Deposit Summary" under Pay Period Processing and filter or condition it by department from the Employee Master record. The Deposit Summary report is built on the Check Tax record, which does key off of an Employee ID. Therefore, I would assume a simple lookup from CheckTax.Employee ID to EmployeeID.Department would solve it -- but I am struggling. Any ideas on how to get the deposit summary to condition by Department?

ArtMinds · Accepted Answer

You would need to create a formula using the LOOKUP function to obtain the Department ID for each employee, and then apply a condition to the report design. For example: "Department" = {dept you want]. 
 If you want to sort and summarize the report by Department, you would need to use the Department lookup formula as the primary sort field. You will need to examine the "Totals" settings on the report, specifically the "Summarize by" fields to change the summarization settings. 
 Your desired changes are doable if you are familiar with the data file structure and nimble with the use of Report Designer. I've reorganized this report in the past for clients where it sorts and summarizes by the GL Account to which the liabilities are posted, for ease of distributing the remittances for the tax liabilities. 
 Art MInds Senior Independent Consultant

Belinda Harwell · Answer

The report must contain the Employee record in order to use a field from the employee record. This report includes Check Tax, Tax and Check records only. The Employee ID is written to the Check Tax and Check records when time is entered (Check) and processed (Check Tax). You might could modify the report and add the Employee record, then create a formula to condition by Department, but without trying it myself, I don't know if this would work.

Sage Construction & Real Estate

PR: Deposit Summary by Department

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