Knowledge Base Article

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 criteria.

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
• Fund
• Account