The Payment Summary – STP Report in SapphireOne, is a streamlined and efficient tool for generating comprehensive payment STP based summaries. The basic process is as follows:
- Navigation – Go to Payroll/HR > History > Reports and then select the Show Reports item. Sapphire will display the Select Report alert allowing the user to select the required report from the list.
- Select Report alert – From this select the Payment Summary – STP report. SapphireOne will then display the Show Report data entry screen, ready for user input as documented below.
If any alterations are made to any of the data entry fields below, the user must click the Recalculate button. This will prompt SapphireOne to recalculate and update the displayed data in the Payment Summary – STP area.
Customise the report criteria using the print dialogue area documented below to tailor the criteria and data for inclusion in the report. The available options are as follows:
Query options area
For additional documentation on the three items below please go to the Query Options section in the main article.
- Range – There are thirteen options available; select the required one from the list. Based on the selection, the From and To fields will be automatically populated accordingly.
- Depart – This is a drop-down list populated with all Departments from the data file. Select the desired Department to generate the report accordingly.
- Query Button – This button serves as a valuable tool for refining the content of a report within SapphireOne. When users require the ability to filter the report based on particular criteria, such as a specific Vendor, they can initiate a comprehensive query by clicking on the Query button.
Display options area
For additional documentation on the three items below please go to the Display Options section in the main article.
- Sort Menu – The Sort menu enables you to sort the items in the report according to different criteria. There are ten options for the user to select from, Employee ID (Default), through to Total Only.
- Click the > symbol next to the sort list to invert the sort order. Clicking it again will revert to the original order.
- Column by – This drop down Menu plays a crucial role in determining the type of data is presented in each column of the report. There are currently seven distinct options available, each catering to specific reporting requirements.
- Recalculate Button – Whenever you make a change to the report, click on the Recalculate button to allow SapphireOne to re-calculate the report. Any changes you make will be displayed immediately in the Payment Summary – STP area.
Report Generation
There are several buttons at the bottom of the Show Reports Page that Perform the following functions.
- Cancel Button – By selecting this button, the current report processing will be canceled.
- Export to HTML Button – Selecting this button will export the current report as an HTML file
- Export to CSV Button – Selecting this button will export the current report as a CSV file. CSV file.
- Print Button – By selecting this button, the printing interface for the current report will be opened
For more detailed instructions, please refer to the main article Payroll/HR > History > Report > Show Reports – Payment Summary – STP.