Payroll›Payroll Reports - Completing Payroll

Payroll Reports - Completing Payroll

Overview

Once payrolls have been created on the Calculate Billing/Payroll page, the reports are available under the Payroll Report page. On this page, they can be completed and also accessed later. This page also provides PDF access of all payrolls as well as Excel export options.

Completing Payroll

To begin, go to the Main Menu, then click Billing/Payroll, then Payroll Report. (If you clicked "View After Creation" when Calculating Payroll, you would have been automatically directed to this page.)

The Billing/Payroll menu is expanded showing four options: Billing Detail Reports, Billing Report, Payroll Report (highlighted in red), and Calculate Billing / Payroll. The main Billing/Payroll button appears at the top with a dropdown arrow indicator.

First, choose if you want to search by Visit Date or Invoice Date. The Visit Date option allows you to pull up previously created payrolls associated with a single date or a date range. The Payroll Date option allows you to pull up previously created payrolls that were assigned to a specific Payroll Date during the Calculate Billing/Payroll process.

The Payroll Report (Caregiver) page displays filter options including Date From/To fields (showing 04/24/2020 to 04/27/2020), Caregiver First Name and Last Name fields, Caregiver Role and Type dropdowns, and Items per page selection set to 50. A "Search By" button and "Visit Date" dropdown menu (with options for Visit Date and Payroll Date) are located in the top right corner.

Next, enter the Date From and Date To you would like to search for. Then click the View Report button.

The Payroll Report (Caregiver) page displays date range filter fields with "Date From" set to 04/24/2020 and "Date To" set to 04/27/2020, each with calendar picker buttons.

If you created your payroll in the status of Drafts, the payroll statements will be listed under drafts. You can view the invoices as PDFs by clicking "pdf" in the row of the client's name you are looking for. You can also view all of them by clicking the blue button at top labeled Save All as PDF, then opening the PDF that button generates.

The Payrolls - Drafts screen displays a table listing draft payroll entries with columns for Employee No and Name, Payroll Date, Payroll Amount, Payroll Nb (with pdf and excel download options), and Actions. Each row shows an employee's draft payroll record with options to Complete, Cancel, or Adjust the payroll.

If the payroll statements are correct, check the boxes next to the staff members, then click Complete.

The Payrolls - Drafts screen displays a table with draft payroll entries for three employees (Lawrence Jennifer, Washington Kerry, and Jolie Angelina), showing their employee numbers, payroll dates, amounts, and payroll numbers, with action buttons (Complete, Cancel, Adjust) for each row and summary totals showing $122.15 total draft amount and 11.1 total draft hours.

Handling Errors

If you see something wrong, the recommended approach is:

  1. Cancel the invoice(s) that has errors. To cancel an invoice, change it from complete to draft and cancel it.

Screenshot.

Screenshot.

  1. Fix the errors. For example:

    • Go into the Visits tab and adjust times or other factors.
    • If the rate was not set or incorrect, then fix the billing (or payroll) rate and recalculate, then recreate the invoice.

  2. Once your draft invoices meet your expectations, move them to "Complete" (either one by one or grouped together). To do this, check the boxes, then click Complete.

Screenshot.

For more on payroll reports, see Downloadable Payroll Reports.

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