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Costing reports on payroll classic

Updated

Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following Payroll plans: Standard, Premium

As an organisation, you may need to view a breakdown of costs for each location your business operates in, so you can see what the biggest cost outlays are within your organisation. This will enable you to see exactly where your money is going, enabling you to plan what resources you will need to meet your future cash outflows.

The Costing Reporting feature allows you to create a report that shows your organisation's pay categories broken down by location within a certain date range, with the ability to narrow the data further down by employing entity, pay schedule or earnings location. You can also use this feature to download an excel file of this data or save the information in a printable PDF format.

Getting Started

Running a costing report
  1. Log in to your payroll platform.
  2. Click the Reports menu.
  3. Click the Costing Report button.
    Costing_1.jpg
  4. Select from the following fields:
    • Date range.
    • Pay Schedule.
    • Earnings location.
    • Employing entity.
    • Show $0 pay categories
  5. Click the Run Report button.
    Costing_2.jpg

    Helpful Hint

    You will now see your costing report on your screen.

    Costing_3.jpg

Data management

Downloading the report: Excel
  1. Click the Reports menu.
  2. Click the Costing Report button.
    Costing_1.jpg
  3. Select from the following fields:
    • Date range.
    • Pay Schedule.
    • Earnings location.
    • Employing entity.
    • Show $0 pay categories
  4. Click the Run Report button.
  5. Click the Actions button.
  6. Click the Excel button.
    Costing_4.jpg
Downloading the report: CSV
  1. Click the Reports menu.
  2. Click the Costing Report button.
    Costing_1.jpg
  3. Select from the following fields:
    • Date range.
    • Pay Schedule.
    • Earnings location.
    • Employing entity.
    • Show $0 pay categories
  4. Click the Run Report button.
  5. Click the Actions button.
  6. Click the CSV button.
    Costing_5.jpg
Downloading the report: PDF
  1. Click the Reports menu.
  2. Click the Costing Report button.
    Costing_1.jpg
  3. Select from the following fields:
    • Date range.
    • Pay Schedule.
    • Earnings location.
    • Employing entity.
    • Show $0 pay categories
  4. Click the Run Report button.
  5. Click the Actions button.
  6. Click the PDF button.
    Costing_6.jpg

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