Information about Reports

Depending on the report you chose, additional options may appear for you to select, such as date range filters or specific groups to include. 

• Filter By Date Range: This will filter your report to the date range you select. You can either select to filter by “Pay Date”, the date that your employees are paid, or by “Period End Date”, the last date of your pay period. Both selections will depend on your payroll frequency and paycard historical information. 
• Groups to Include: You can also filter the report by particular groups, such as departments, payroll groups, and/or EI groups. The report will apply to all groups if left unselected by default. 
• Payroll Groups to Include: Some reports require you to select at least one payroll group to be included, including your Payroll Category Report and Accrual Report. For reports that allow selection of multiple payroll categories, you can only select a maximum of five (5) payroll categories. 

The following are the available reports you can generate: 

1. Accrual Category (Employee): displays the balance of the accrual categories for employees. 
2. Accrual Category (Summary): displays the balances of accrual categories by department. 
3. Government Remittance (Federal): shows both employees' and employers' federal and provincial tax contributions. 
4. Government Remittance (Quebec): displays how both employers and employees contributed to Quebec's remittance and the province's taxes.  
5. Statutory Holiday Pay: this option shows information regarding the employee's holiday compensation based on several wage options as well as the province's regulations. 
6. Payroll Summary: gives complete details about the payroll of the employee, including all earnings and deductions. 
7. Employee History Summary Journal: totals all categories for the period selected and gives a breakdown of the wages and taxes paid by the employees. 
8. Employee History Detail Journal: displays the history of the employee's total earnings and deductions for the chosen time frame. 
9. Employee Year to Date Journal: shows all of the payroll information from January 1st till the present. 
10. Payroll Categories Setup: displays all taxes, accruals, and the type and class to which they belong. 
11. Payroll Category (Summary): provides summary of each payroll category with information about the department, which can be filtered by EI groups. 
12. Payroll Category (Pay Card): provides all the pay card details for all the payroll categories. 
13. Payroll Category (Employee): provides employee’s payroll information given the payroll period. 
14. Multiple Payroll Category Summary: shows a summary of information about the department, for the selected payroll categories. 
15. Multiple Payroll Category (Pay Card): provides all the pay card information for all the payroll categories that are selected.
16. Multiple Payroll Category (Employee): provides employee’s payroll information depending on the selected categories and the date range selected. 
17. General Ledger: provides a breakdown of the credit and debit accounts. 
18. Worker’s Compensation: outlines the worker's compensation in detail. 
19. Employee Master Paycard: displays every payroll category along with whether or not it is active. 
20. Employee Note: gives a list of notes made to remember specifics about the employee.