Overview

Use this report to review Employees / Transactions records.

The report can be printed in three different formats: PDF, office(xlsx) and text(csv) format

The report can also be sent in a mail batch accessed from the mail queue using the Email option.

Report Filters

FBT Year Ending - The report can be limited to displaying information for a specific fbt year.

Month - Enabled once an FBT Year has been selected. The report can be limited to displaying information for either 'all' months or a particular 'Month'.

Manager - The report can be limited to displaying information for particular Manager.

Group - The report can be limited to select only Clients from a particular Group.

Client - The report can be limited to select only a particular Client.

Package Type - The report can be limited to select only a particular Package Type.

Report Queue - By Default this checkbox is unchecked. You can check to send your report into the Report Queue.

Report Content

PDF

• Group

• Client Name

• Client Code

• Date

• Type

• Cycle #

• Description

• Supplier

• Reference

• Debit

• Credit

• Balance

• Employee ID

• Name

Text (CSV) & Office (xlsx)

• Group Name

• Client Name

• Employee No

• Transaction Date

• Type

• Cycle No

• Description

• Supplier

• Reference

• Bank Reference

• Debit

• Credit

• Balance

• Balance Type

• Total Debit

• Total Credit

• Total Balance

• Client Group Code

• Client Code

• User Login

• Driver/Employee Id

• Driver/ Employee Name

• Report Start Date

• Report End Date

• Fbt Year Start

• Fbt Year End

• Home Email