Reckon Accounts Hosted API Payroll Summary Report Payroll Item Filter XML

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  • Updated 3 months ago
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I'm running a Payroll Summary report and need to add  the "Payroll Item" filter set to "All Gross Pay". Does anyone know the XML for this?

 

Here is the XML that I am using:

 

 

<?xml version="1.0"?><?qbxml version="6.1"?>

<QBXML>

    <QBXMLMsgsRq onError="continueOnError">

        <PayrollSummaryReportQueryRq requestID="123">

             <PayrollSummaryReportType >PayrollSummary</PayrollSummaryReportType>

              <ReportPeriod>

                  <FromReportDate>2018-06-01</FromReportDate>

                   <ToReportDate>2018-06-30</ToReportDate>

              </ReportPeriod>

               <ReportClassFilter>

                        <FullNameWithChildren>Corporate</FullNameWithChildren>

                </ReportClassFilter>

                <SummarizeColumnsBy>Employee</SummarizeColumnsBy>

                <IncludeSubcolumns>false</IncludeSubcolumns>

                <ReportCalendar>FiscalYear</ReportCalendar>

                <ReturnRows>ActiveOnly</ReturnRows>

                <ReturnColumns>ActiveOnly</ReturnColumns>

         </PayrollSummaryReportQueryRq>

    </QBXMLMsgsRq>

</QBXML>
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Darryl Ross

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Posted 3 months ago

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Shane, Employee

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Hi Darryl,

Thanks for your email.  Unfortunately their is no option for this in the SDK.

The only filters available in the SDK are:

<ReportAccountFilter> (filter by account)
<ReportEntityFilter> (filter by entity type, or by entity name - as in customers, employees, etc.)
<ReportItemFilter>  (filter by items - as in inventory items, service items, etc)
<ReportClassFilter> (filter by class)
<ReportModifiedDateRangeFilter> (filter by a date range)
<ReportDetailLevelFilter> (filter by detail level - as in the level of detail to show)
<ReportPostingStatusFilter> (filter by posting status - irrelevant to this report)

These are the only "Filters" available in the SDK for this report, and I couldn't find any report that will give you this filter via the SDK.

The only thing I can suggest, is that if all your payroll items for Gross Wages are linked to the same account and only those items are linked to that account, then you try filter it by that account.  I can't say for sure if that will give you the result you want, but its the only suggestion I can make that may possibly help as far as the SDK goes.

In Reckon Accounts there is an option to export reports to CSV or Excel, so if one of those formats will meet your requirments you could run the report in Reckon Accounts, and customise to your specifications, and export to CSV or Excel.

Sorry I couldn't be more helpful on this query, but we are just limited by what the SDK can do.

Regards,
Shane
Reckon API Team.