Filter Payroll Distributions

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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 filter the Payroll 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 can be filtered specifically by Staff Member, Fund, Account, and Payment Dates. Click the “Filter List” button and the list will display only the Payroll entries that meet the selected criteria.