Payroll Exports Needed when Moving to New Payroll System

If Custom Export is not available for the reports where it is mentioned below, please contact Support.

Reference List

Navigate to Accounting Reports / Payroll / Employee / Reference List. Choose General Info under Select Style. Make sure Preview is selected then choose OK. From here, use the Custom Export option.

Pay Scale

Navigate to Accounting Reports / Payroll / Employee / Pay Scale. Make sure Preview is selected then choose OK. From here, use the Custom Export option.

Employee Ledger Card

Navigate to Accounting Reports / Payroll / Payroll Status / Employee Ledger Card. Three styles will need to be run for this report under Select Style - Tax WithholdingDeduction Summary, and Gross Pay/Wages. Use the Export option to export to Excel.

The Tax Withholding and Deduction Summary styles will show totals for the time period specified under Select Range.

Gross Pay/Wages will show wage category totals for the time period specified.