Payroll Summary Reports

Payroll Summary Reports

The payroll reports are available for both CIS and Umbrella/PAYE once the payroll has been ran through the Confirm Payroll stage. This will show a payroll line for each worker processed and you will also be able to view a copy of the Payslip/Selfbill depending on the worker setup.

The reports can be accessed by navigating to the Reports section on the left side menu and then selecting Payroll Reports from the sub menu. From here you will see the screen below, where you can select either the CIS Payment Summary or Payment Summary Report PAYE/Umbrella.



For example, we will select the Payment Summary Report PAYE/Umbrella which will look like the image below. This report has certain quick actions that can be performed by clicking on one of the icons in the Actions column, these are: View, Download, Email & Delete. You can export the report to .CSV by selecting Export All or you can filter or select individual lines to export.



The buttons in the action column work as follows
  1. Eye --> View a list of the timesheets that were part of this payroll
  2. Down Arrow --> View and Download the Payslip
  3. Green Envelope --> The payslip has been emailed out to the employee or subcontractor successfully. If this is red it means the email has failed 
    Note: If you don't see an envelope it means the payslip is not yet generated. Payslips are generated once the bank file is downloaded. 
  4. Amber Reversal--> If you want to reverse a payroll you can do so by clicking on this button. 
Note: If you reverse a payroll in the past and there are future periods all future periods will automatically be reversed too and will all show in the Generate Draft Payroll tile on the dashboard or within the Generate Draft Payroll in the Timesheet section on the left hand menu 

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