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Standard Report - Check Register

 

Report Description

This report shows paycheck information for all employees. It gives a great snapshot of payroll and can be useful when trying out payroll and billing.

Check_Register.png

 

 

Parameters

Parameter Name Options Explanation
Date Type Check Date, Accounting Period Date Payment Check’s Check Date and Accounting Period Date
SSN   Filters results by Employee’s social security number
Start Date    
End Date    
Branch All available branches  
Employee Type All, W2, 1099  
Customer Name    
Customer ID    
Sort By Employee Name, Check Date Sorts the report either by Employee Name or Check Date

 

Note:

  • Customer Name and Customer ID will just filter Paychecks but in case a paycheck has transactions associated with multiple customers, The entire paycheck will appear if we run the report for each individual customer.
  • If you prefer not to display full Account and Routing number of employees. Please add a new Supplier Property "BankInfoInReport" with the number of characters to display. If you enter 4, the report will display both Account and Routing number as ####XXXX.

 

 

Report Fields

Field Name Explanation
Branch Paycheck’s Branch
Employee Name Employee Name of Paycheck
SSN Employee's SSN
Check # Check Number of Paycheck
Check Date Check Date of Paycheck
Gross Amount Sum of Total Gross Amount and Agency Pay amount of Paycheck
Total Taxes Total amount of taxes of Paycheck
Total Deductions Total Amount of deduction of Paycheck
Net Check Total net amount of Paycheck
Is DD? If check is Direct Deposit then displays Y, if not then N

 

Transaction Section

Week Worked Start Date of a Pay Period to End
Customer - Department Customer Name - Department Name
Type Displays Transaction Type like Reg, OT, DT, etc.
Units Total Pay Unit
Pay Rate Total Pay Rate
Total Pay Sum of Total Item Pay

 

Tax Section

Tax Name Displays name of the tax
Taxable Gross Total amount on which taxes are applicable
Tax Amount Total amount  of Tax

 

Deduction Section

Deduction Type Displays Deduction Types like Dental, Medical, etc.
Amount Total amount that is deducted

 

Benefit Section

Type Displays Benefit Types like 401K, Health Care Plan, etc.
Amounts Total amount of Benefit

 

Bank Section

Bank Name Employee Bank Name
Acc Type Employee Bank Account Type.
Routing # Employee Bank's Routing Number
Account # Employee Bank's Account Number
Amount Direct Deposit Amount
 Accrual Section
Plan Displays Accrual Plans like PTO, Vacation Plan, etc.
Accrual Units Total hours that is accrued
Balance Previous Balance + Accrued Unit – Deplete Unit
Depleted Units Total hours that is depleted

 

 

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