This report allows you to view a detailed breakdown of the historic values of the various payroll items you have used for your employees. Only items that have been used on at least one finalised payslip will be available for selection.
To download the report:
- Go to Reports > Transaction History Report
- Select the relevant filters / options.
When choosing a Date Range, you can do so either by typing in the start and end dates or by selecting them from the calendar. When selecting dates from the calendar, please ensure that you click a specific day after selecting a month or year.
You can pull the report by Pay Frequency and / or Pay Point by selecting the relevant options. By default, they will all be selected. If you are using pay points, there is also an option to Group by Pay Point, which allows you to pull the report for the entire company but have the information split by pay point.
You can also choose which Employees to include in the report. Again, by default the “All” option is selected. If you only want a report for one or a few employees, choose the “Selected Employees” option from the drop-down menu and tick the names of the employees you’d like to include.
If you would like to include some of the fields from the employees’ Basic Info, you can do so by clicking Show next to Additional Fields and selecting the information you need.
The final step is to select which Transactions you would like to include in the report. If you would like to include everything, click All next to the heading. You can also do this for specific item types (Income, Deduction etc) by clicking All next to the heading(s).
To select specific transactions, click the dropdown menu next to Transaction Filter and select “Used by company” or “Used during selected dates”.
Once you are happy with the parameters you’ve set, click Show Excel or Show PDF to download the report. We generally recommend using the Excel option.
Note: PRSI weeks are shown per period and not per payslip. Due to this, SimplePay will only show a value for PRSI weeks for the first payslip in a period.