Good Day
Could you please help me how to set up a custom report for a specific employee to show what has being earned and what has being paid
I’m struggling with this report, and one of our employees need that, I can see this based on the amount paid and the total to be paid bus somehow I’m unable to get those two together
It’s not a direct answer to your question, but if you haven’t read the guide yet I’d suggest you start there:
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The best way to get support for Custom Reports is to create your repirt as best you can, then post screem images of the exit screen, the result and explain what you want or are tryong to achieve
Just giving textual information as you have makes it very hard to understand what you are trying to do and to propose suggestions
Remember only finanacial transactions can be included in a custom report so non-financial tranasaaction eg sales orders can not be reported on
But payroll transactions and payment transactions would be available
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I guess we cannot create custom report for payroll like in our case where the factory pays based on piece rate more output more income for workers.
Have you tested the standard reports to see if they provide the details you need?
Thanks everyone for the responses
I suppose I should give a slightly bigger picture to the scenario.
I have a company which employs 4 people 2 of them are contractors which simply produce an invoice from their companies and we pay them accordingly. the other 2 are employees, and for those two I would like to print report what was paid to them v/s what the payslip said it should be paid, but to be able to select for the report each of them separately.
The Employee summary gives me an option of the specific employee to be selected and shows totals of what was paid and deducted in specified period of time but not what was paid
The other two will show the details of employment for both employees but also don’t give me how much was paid to each of the. That’s why I need to create a custom report with selected employee name, dates of payslip, net pay value, date of payment and the payment value
From the Summary you can click on the balance of the Employee Clearing Account and copy the data to clipboard.
And if you add a condition in the where clause to filter on the employee you could obviously create two reports, one for each employee.
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Thank you Joe91 and Morne Kruger
This was really helpful I have set it up quickly and everything was done
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