How do I specify the Columns of a Payroll Statement?#
You can easily specify the columns of your Statement.
- Reach the Payroll Statement Designer by clicking on the Edit Statement button after selecting the statement on the Payroll Statement screen.
- You can reach the Payroll Statement screen by clicking on the Payroll Statement menu bar under the Reports menu.
- Click on the Columns tab. This will open the Columns tab of the Payroll Statement Designer.
- The Columns screen enables you to specify the columns of the statement
.
- The list of all columns of your statement is visible in the Details section (see box 1) and Group Sections (see box 5).
- The list of all Employee Information items that you can add to the statement are available in the Empinfo section (see box 2). Double click on the item to add it to the Detail section (box 1).
- All the Payroll Components that you can add to the statement are available in the Income, Deduction and Others section (see box 4).
- If you are newly creating the statement, you can add all Income (Earnings) and Deductions components by clicking on the Auto Fill button (see box 9).
- You can also add only Income or Deduction components by clicking on the Add Income Cols and Add Deduction Cols button (see box 10)
- The list of all Employee Category items that you can add to the statement are available in the Transitions section (see box 3). Double click on the item to add it to the Group section (box 5).
- Items in the Group section enables you to group the data and add totals.
- To give an example, if you add "Department" into the Groups section, then employees will be listed "Department" wise. This can be "Location", "Cost Center", etc.
- If you want to see Category-wise totals (for e.g. Department-wise Totals, Location-wise Totals) in your statement, the check-box listed under the "Totals" column should be checked on (see box 6)
- You can specify whether you want the Category to come in as a header or at the end of the employee list using the "Style" column (see box 8).
- If you want data of each group to appear in a separate page (for e.g. employees to each Department to appear on a separate page) in your statement, the check-box listed under the "Page Break" column should be checked on (see box 7).
- Once you have updated all the configurations, click on the Save button to ensure that your changes are saved (see box 11).
See also:#
- Payroll Statement - Quick Guide