The Payroll Distribution List can be filtered for a few different
reasons. One is to narrow down the list by criteria to find specific records.
Another is to give you a count of Payroll entries, based on your selected
As an example, if you wanted to know how many Payroll entries are
associated with Ann Smith, you could select “Ann Smith” from the Staff Member drop-down list. Click the
“Filter List” button. You will see the total
records label has changed above the list and gives you a total count of all
Payroll entries associated with Ann Smith. The list has also changed, and
displays only Payroll entries associated with Ann Smith.
To get started, select either General Financials > Payroll Distributions or Staff and HR > Payroll - from the main menu on the left hand side.
This will open your list of payroll distributions. To filter the list, click the “Filter List” button.
The Filter List panel
will open above the list.
Choose criteria to filter the list. Use as many of the filters as
you need, you can choose one or many items depending on how you would like to
narrow your results. Payroll Distributions can be filtered by:
- Payments Made Date Range
- Staff Member
Click the “Filter List” button and the list will
display only the Payroll Distribution entries that meet the selected criteria.