I need to check that holidays hours are correct for past years

Susan ODonnell
Susan ODonnell Member Posts: 13 ✭
edited June 2020 in Accounts Hosted
I need to check that the correct amount of holiday hours have been paid for previous years for an employee - is there a report i can run to check how many hours have been during a year or time period?  help would be appreciated so I don't have to go back & manually check

Comments

  • Linda ABC
    Linda ABC Accredited Partner Posts: 1,131 Accredited Partner Accredited Partner
    edited June 2020
    Go to your Payroll Item list - right click on the Holiday pay item you want to check - choose fast report - set the date range and also add the column for QTY - then you can sort by Employee, send to excel and do some sums..  Cheers Linda
  • Susan ODonnell
    Susan ODonnell Member Posts: 13 ✭
    edited October 2017
    Do you mean in reports Linda?

  • Susan ODonnell
    Susan ODonnell Member Posts: 13 ✭
    edited October 2017
    i'm just not sure where to go for Payroll item list?
  • Linda ABC
    Linda ABC Accredited Partner Posts: 1,131 Accredited Partner Accredited Partner
    edited October 2017
    Go to Lists - then choose Payroll Item list - then right click on the holiday pay item and choose Fast Report... then modify as per my comments above...
  • smls finance
    smls finance Member Posts: 3 ✭
    edited October 2017
    Hi Susan, further to Linda's comment, once you have opened the FastReport, you can modify this by adding Hours worked so in your spreadsheet you can apply a formula to check the payrate for each holiday.
    Ta,
  • Jacqui Allen
    Jacqui Allen Member Posts: 238 ✭✭
    edited November 2017
    Create a custom summary report,
    Display
    dates - all or enter specific dates
    columns by - Employee
    Display rows by - Payroll Item Detail.
    Display  Columns for - Select Qty or
    Filters
    Account - All income/expense accounts
    Transaction Type - Paycheque
    Name - select employee (if left blank will show all employees)
    Header/Footer - change the report title ie "Staff hours by Payroll Item"
    Click OK
    If this satisfies your requirements then memorise it! 
    Should look something like this.

    image

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