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Need to get payroll information for my Financial year not payroll year

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8 comments

  • Fourth Customer Success Portal

    Hi @Amanda Marshall​,

     

    Thanks for your post! Please may you clarify what 'LY' and 'TY' means? 'Last Year' and 'This Year'?

     

    Thanks!

    Rozz

    Fourth

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  • Anonymous User

    Hi

    Yes - LY means Last Year and TY means This Year.

     

    Regards

     

    Amanda

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  • Anonymous User

    Hi @Amanda Marshall​,

     

    Thanks for clarifying! In this instance, I suggest running the past Payroll Reports by following the below path:

     

    Payroll > Pay runs > Past Pay Run List > Select Pay Run > Pay Run Report > With Pay Elements and Deductions

     

    This will come out by pay basis but will include Location and Division. I hope that helps, let me know if this still does not answer your initial query.

     

    Many thanks,

    Cris

    Fourth

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  • Anonymous User

    Hi

    This doesn't really help me as I would have to download the report for each month and combine them in an excel report to get the information. Which for this request means running 24 reports to get the full year amounts.

    Do you have any other suggestions?

    Regards

    Amanda

     

     

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  • Anonymous User

    Hi @Amanda Marshall​,

     

    You could try running the Payroll Month End Summary Report or create a customised report. With the customised report, you can set it to last year and the current year (this can be selected through 'Payslip Data Last Tax Year' and 'Payslip Data This Tax Year' from the drop down).

     

    So you could have two reports which yield the same information by selecting: Pay Period, Payment Description, Payment Rate, Payment Value, Pay Basis on each report.

     

    Let me know if this helps.

     

    Many Thanks,

    Cris

    Fourth

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  • Anonymous User

    I'm writing a customised report but want to exclude some payment descriptions from the report when I run it. The list of exclusions is shorter than the list of inclusions so i wanted to be able to use the function "Not In" as one of the selection criteria in my report. This is not available in the drop down list of conditions. Can "Not In" be added to the conditions availbale in customise reporting.

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  • Sophie Waters

    Hi @Amanda Marshall​ 

     

    The system currently does not have a ‘Not in’ option for this particular field, unfortunately the only way around is to use the ‘Like’ option as you’ve mentioned above.

     

    In this situation, I would personally recommend for you to include all payment types and filter out what you need in Excel. I hope that helps, let us know if there is anything else we can help with!

     

    Best,

    Debbie

    Fourth

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  • Alexandra de la Tour

    @Natalija Cristea​  I hear from the support team that you are looking for a report with payroll information for Financial year 2016/2017. The solution Success team have give the path to an other customer which I think you may find helpful. I do hope this helps. @Stacey Rudge​ 

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