Modify the Payroll Transactions Report

To modify the Payroll Transactions report:

1. In the Home window, open the Report Centre. Select Employees & Payroll and then Payroll Transactions. Click Modify this report.
2. (Optional) Select the Template you want to use for the report.
3. Select the Fiscal Year you want to report on. If you select Previous Year, you can also select the Only entries posted after year end box to limit the report to previous year transactions that were recorded after the previous fiscal year end. Selecting this option automatically displays Corrections in the report.

Note: To process transactions in the next fiscal year, ensure you have turned on the options Allow transactions in the future and Allow General Journal and payroll transactions for the next fiscal year or calendar year within the System settings for your company. (Sage 50 Premium Accounting)

4. Select how transaction details should be sorted, by Date or by Transaction Number.
5. Enter the Start and Finish dates or transaction numbers.
6. (Optional) Select Corrections to include original transactions and their voids.
7. (Optional) Select Project allocations to include columns for projects and their allocations.
8. (Optional) Select Additional Information to include additional information stored with each transaction.
9. (Optional) Customize the:
   • Columns that appear in the report
   • Way your transactions are sorted
   • Results using filters
   • Printer settings for the report
   • Fonts in the report
10. (Optional) Save the report as a template in My Reports.
11. Click OK to display the report.

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