These instructions will help you learn and utilize your software's Payroll Reports and a few other extra accounting features not addressed in any other support documentation. These extra features include deleting previous payrolls, interpreting payroll year-to-date totals, and reprinting employee payroll checks.
Payroll Reports
View/Delete Previous Payrolls
Select Accounting > Payroll Reports > View/Delete Previous Payrolls.
With this report, you can view the details of any payrolls that you've already saved by double-clicking it.
Deleting a previous payroll is a bit trickier. The software does not allow the deletion of any single payroll you select. Your options include Delete Last or Delete All. If you need to delete a payroll that was created in the past, you must delete all the payrolls saved after it as well up to the most current one.
View Year-to-Date Payroll Totals
Select Accounting > Payroll Reports > View Year-to-Date Payroll Totals.
This report allows you to view the year-to-date totals for 1/1 to date or any time range you choose.
This report runs based on the starting date of the of the payroll during which the start date of the report range was saved. For example, if you choose the date range of 1/1 - Present and the payroll period that includes 1/1 is 12/29 - 1/11, then the report will include the dates 12/29 - 12/31 since those date were calculated in the same payroll as 1/1.
View Payroll History by Employee
Select Accounting > Payroll Reports > View Payroll History by Employee.
This report shows you payroll history for a single, selected employee over any date range.
This report works similarly to the View Year-to-Date Payroll Totals report in that if you choose a starting date that is NOT the start date for the saved payroll that includes the start date for the report, all days during that payroll period are included in the report results. For example, if you choose the date range of 1/1 - Present and the payroll period that includes 1/1 is 12/29 - 1/11, then the report will also include the dates 12/29 - 12/31 since those date were calculated in the same payroll as 1/1.
The report will make clear that it includes dates outside your selected date range if you look at the From column. See the highlighted section in the image below.
Reprinting Past Checks
It may be necessary to reprint a check for an employee in the event that it becomes lost, stolen, or needs recalculated. This is a fairly simple procedure. All you need to do is recalculate the payroll that needs to be reprinted.
Select Accounting > Calculate New Payroll.
Select the Recalculate a previous payroll and save results radio bubble.
Select the desired payroll in the Previous Payrolls section and hit OK.
Click Print Checks on the left as you normally would and remove the check marks in the Print column for employees who do not need new checks. Make sure to note the Starting Check Number as well.
Continue printing as you normally would.