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Payroll Statement is one of the most commonly used reports of the application. This is quite feature rich and enables you to do the following:

1. Create any number of Reports
2. For each report, you can:
   • Specify the columns that you want as part of the reports
   • You can include most of the employee information columns, like Name, Number, Department, Cost Center (any category), Join Date, PF Number, Bank Name, etc.
   • You can include some or all the Payroll components.
   • Specify the order in which you want the columns to appear
   • You can generate this report for all or for a subset of employees
   • You can group the report by any category - like Department, Cost Center, Location
   • You can generate reports that contains all employees or reports that are summarized.
3. Each report can be printed or generated to an Excel file. To see the reports on Excel you will need Office 2007 and above installed on your PC.

Some typical examples of reports that you can generate are:

• Salary Register - A report of all employees and all their Earnings and Deductions
• PF Information - A report of all employees along with their deductions towards PF with employee, employer contribution
• All salary components (Earnings and Deductions) grouped by Department with Department-wise totals
• Salary Register by Department or Salary Register by Location
• etc.

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How do I generate a Payroll Statement?#

Payroll Statement can be accessed by clicking on the Payroll Statement menu bar under the Reports menu. This opens the Payroll Statements screen where the list of all available statements are displayed.

1. List of all available Payroll Statements are shown in the screen (see box 1)
2. To create a new statement, click on the Add Statement button (see box 2). This will create a new statement and open up the Payroll Statement Designer.
3. To Edit or make modifications to an existing statement, click on the Edit Statement button (see box 3). This will open up the Payroll Statement Designer.
4. To generate the report / statement, click on the statement name and click on the Generate button (see box 5). Additional information on Generate is given here.
5. To delete an existing statement, select the report and click on the Delete Statement button (see box 4).

Information on Add Statement and Edit Statement#

The Payroll Statement Designer enables you to do the following: (The Add Statement adds a new Statement and takes you to the same screen)

• Specify a Name for the Statement and a Title for the report (see box 1)
• Specify the columns that you want in your statement (see box 2). Click here to know more about how to modify the columns of your statement.
• Specify the Order of the columns (see box 3). Click here to know more about how to modify the order of appearance of the columns of your statement.
• Specify if you want to generate this statement for a subset of your employees (see box 4). Click here to know more about how to generate the statement for a subset of employees.
• Specify other options in terms of grouping, summation, etc. (see box 5). Click here to know more about how to setup various options for your statement.

1. You can specify the name of the statement in the Name field shown above
2. You can specify the title of the statement as it needs to appear in the final output. Update the title in the Report Title column above

Information on Generate Statement#

1. To generate the statement, select the statement and click on the Generate Statement button.
2. This will generate the statement which includes the columns statements and options specified by you in the Payroll Statement Designer.
3. The report can be printed or exported to either an Excel file, PDF file or other file formats (see box 1).
4. For more information on report generation, click here