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

Susan ODonnell
Susan ODonnell Member Posts: 13 Novice Member Novice Member
edited October 2024 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

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Comments

  • Linda ABC
    Linda ABC Accredited Partner Posts: 1,111 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 Novice Member Novice Member
    edited October 2017
    Do you mean in reports Linda?

  • Susan ODonnell
    Susan ODonnell Member Posts: 13 Novice Member Novice Member
    edited October 2017
    i'm just not sure where to go for Payroll item list?
  • Linda ABC
    Linda ABC Accredited Partner Posts: 1,111 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...
  • Unknown
    edited August 2019
    This content has been removed.
  • smls finance
    smls finance Member Posts: 4 Novice Member Novice Member
    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: 235 Reckoner Reckoner
    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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