Hello,
I want to see how many payments are made from a particular bank in respect of payslips generated during a particular period.
For example, there is a Bank A and there is a cash account as well. There are two divisions in a company, Divisions 1 & 2. There are many payslips generated during the financial year division-wise. Some are paid in cash and some payslips are paid through Bank A.
I want to see which payslips are settled through Bank A. Any clue how to customize this report?
Please read the forum rules FAQ - Manager Forum more specifically:
If your question is related to custom themes or custom reports, always post the code or report definition you have developed and the results it produces. Do not simply post a picture of something you want and ask other users to tell you how to achieve it.
So show us your best attempt with the custom report definition edit screen.
A lot would depend on what information is posted when you enter the payments - are the payments entered manually or by importing a file from the bank?
Payslips are generated and item-wise division is marked for example basic salary division 1 and so on.
When a payslip is generated (identifying the division for each earnings), the same is paid through a cash account or bank account.
I was asking about the payment, not the payslip
How do you record the payment in Manager - manually or via bank import?
manually.
One by one or one?
It would be simpler if you described the process and showed the edit screen of one of the payments
Having to drag information out bit by bit is very tedious and disspiriting
I have attempted to generate a report for expenses paid through the Cash account. The screenshot is attached.
Is there any possibility I can merge expenses related to two cash accounts for example Cash A or Cash B in the “where” condition selection?
No. As explained in the Guide, filters are all Boolean AND. So if a transaction fails the first filter, that is it.
Also, i want to exclude in my report the particular accounts for example accounts receivables. Is this possible?
Yes, read the Guide.
