How to Video (30 secs)

Overview

We've made Payroll Summary Reporting intuitive and fast, allowing you to share your report with your accountant or business adviser in minutes.

What you need to know

The Payroll Summary Report is available via the following screens:
- Pay Run History
- Individual Process Pay Runs
The Report Filter allows you to filter by:
- Financial Year (FY)
- Quarters
- Specific Date Ranges (From/To)
You can share/print your report by using all the native iOS options which includes SMS, Email, Airdrop, Print etc

How to View/Share Payroll Summary Report

The steps below show you to view/share/print a Payroll Summary Report

Double Tap the Pay Runs icon in the dock or single tap Payroll on the Home screen

Tap Pay Run History

Step 3

Tap the Funnel icon located on the top right corner of the screen next to the Share icon

Select from the 3 Report Filters:
- Financial Year
- Quarter
- Date Range (From/To)
Tap Apply located on the top right corner of the screen

Tap the Share icon located on the top right corner of the screen

Tap which ever option best suits you to share the report