Employee Summary Report

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What is the Employee Summary Report?

An Employee Summary Report summarizes your employee’s financial transactions within a specific period.

It typically includes the employee’s name, benefits, deductions, and gross and net pay.

Employee Summary Report

This report is essential for tracking and managing payroll expenses and ensuring that employees are paid accurately and on time.

It also provides a helpful tool for analyzing employee compensation and expenses over time, which can help your business make informed decisions about future hiring and compensation policies.

You need to install the Payroll app to get the General Ledger report. After installation,

  • Go to Reports on the Navigation Menu.
  • On the Reports page, go to the Payroll section.
  • Click Employee Summary.
  • On the Employee Summary report page, you can use the filters to set the following:
    • Financial year
    • Employee
  • After entering your preferred filters, hit the Enter Key on your keyboard to refresh and view an updated report.

You can Print, Export, or Schedule Employee Summary reports from the top left corner of the page.

To schedule reports, you need the Schedule reports app.

Check out how to schedule reports.

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