Payroll report
This section helps you to have an overview of your clients' payroll obligations.
The central table in the "Payroll Reporting" section allows you to easily check at a glance for possible missing documents that have not been uploaded for your clients (e.g. Analytical Payroll, PAYE, FMS or IKA)
Only customers who have payroll obligations appear in the list.
Payroll reports display the following data in a table:
- Customer company name
- Detailed payroll
- APA
- FMY
- IKA
You can filter the results by payroll managers or view your customers for whom no payroll manager has been assigned in your accounting department.
All entries relating to payroll are marked with an indication:
Completed: In the completed ones there is the symbol "✔️" and next to it the "View" button, where you can see the payroll tab.
Incomplete: in the incomplete ones there is the "❌" symbol and next to it the cloud icon, with which you can directly upload the missing payroll document.
The pre-filled fields of the entry form are:
- Customer
- Payroll category
- Tax period
In case the result is zero or credit, you do not select "Show in calendar" and your client is simply informed of the result without creating an entry in the list of financial obligations.