What this does
The Transactions tab lists everything that touched one employee, newest first. Each line links to its source.
Read the list
- Open the employee and choose the Transactions tab.
- Each line is one of: Pay, Deposit, Cheque, Year-to-date entry or Remittance share.
- Columns include Period, CPP/QPP, EI, QPIP, Income tax, Other deductions and Employer cost.
- Choose a line to open it.
Make a quick report
Quick reports come from one employee's record:
- Payroll summary
- Vacation summary
- Transaction detail
- Choose the report at the top of the tab.
- Choose PDF or CSV.
- Save the file.
The reports cover the current calendar year, 1 January to 31 December. The vacation summary lists each balance movement: opening, accrual, taken, paid out, carried over, forfeited, granted and adjustment. An employee who is not on a time-off policy shows "No vacation ledger: the employee is not on a time-off policy".
Good to know
- A reversed run and its reversal both appear.
- A remittance share is the employee's part of withheld CPP, EI and QPIP plus the employer's matching amounts.
- Under a trial licence, PDFs and CSV files carry the not-for-filing mark. See What a trial cannot do.
- Company-wide reports are on the Reports screen. See Reports: the list.