Generate the Payee Balances Report
Feb 18, 2025
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- Select Reports.
- Select the Payee Balances Report from the drop-down list.
- If required, select Report Options to choose the following;
- Employment allows you to define which segment of Payees you want to be included in the Report (e.g., Monthly Casual Payees).
- Payees allow you to define which segment of Payees you want included in the Report (e.g., All Ceased Payees).
- Pay Location / Department allows you to define which segment of Payees you want to be included in the Report (e.g., Payees assigned to Sales only).
- Report Period allows you to select the date range for which you wish to preview the report.
- Sort Criteria allows you to select how to sort the data displayed in the Report.
- To print the report, select Print.
- To export the report, select Export. Then, select the appropriate option.
