The system provides detailed reports to track all financial operations for employees, including employee statements and salary reports.
Available Types:
1. Employee Statement Report
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Shows the financial transactions for each employee such as advances, deductions, bonuses, and salary accruals.
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Shows whether an employee has a balance owed (debit) or is owed a balance (credit).
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A new option called “All Employees” is now available, allowing you to view a complete statement for all employees in a single report.
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You can use filters such as date, transaction type, or account to customize the results further.
How to Access:
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From the main menu, select Reports.
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Then Account Reports.
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Then Employee Statements.
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Select All Employees or choose a specific employee as needed.
Benefits:
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Saves time by reviewing all employee balances in a single step.
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You can compare employee data in a single report.
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You can analyze transactions based on the filters you select.
2. Employee Salary Report
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Shows salaries paid during a specific period.
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Contains: employee name, department, basic salary, allowances, and net pay.
Analysis Options:
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Date: Specify a specific time period.
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Department: Select a department such as Sales or Accounting.
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Payment Status: Display net pay or basic salary only.
How to Access:
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From Reports, select Employee Salaries.
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Use the appropriate filters to analyze the results.
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You can export the report using the Export icon at the bottom of the page.
Important Notes:
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The “All Employees” option in the statement does not disable the option to view a specific employee.
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All current filters work the same way whether you display one employee or all employees.
