Report Management System

Report Management System (RMS)

The following features have been added to RMS:

Enhanced the Transaction Code Grouping in the Payroll Register paginated report by further grouping them based on Transaction types.

The Payroll Register paginated report has been enhanced to incorporate Transaction Type Sub Groupings within the Transaction Code Grouping. This means that users now have access to a more granular level of detail within the report. Specifically, Transaction Types such as Expenses, Adjustments, and Advances have been added, allowing for further segmentation within the Transaction Code groupings.

This enhancement aims to provide users with a more comprehensive and detailed view of payroll transactions. By introducing Transaction Type Sub Groupings, users can now categorize transactions more accurately, enabling better analysis and understanding of payroll data. 

To access the Transaction Type sub-groupings within the Payroll Register paginated report, users simply navigate to the designated section dedicated to Transaction Code-related information and view the sub-groupings in the report.

Added the “941 Tax” groupings to the Payroll Register Paginated Report

In the Payroll Register paginated report, users can now encounter 941 Tax groupings as a new feature. This enhancement introduces a distinct group within the report specifically dedicated to displaying 941 taxes. Included in this grouping are various types of 941 taxes such as Federal Income Tax, Medicare, and FICA Tax, among others.

The addition of 941 Tax groupings serves to streamline and improve the user experience by providing a clear and organized presentation of tax-related information. By segregating 941 taxes into a separate group within the report, users can easily identify and analyze tax data relevant to IRS Form 941 reporting requirements.

To access the 941 Tax groupings within the Payroll Register paginated report, users simply navigate to the designated section dedicated to 941 tax-related information in the report.

Added “Salary Hours” column in the “Employee Payroll Summary” spreadsheet report.

 A new column titled "Salary Hours" has been incorporated into the "Employee Payroll Summary" spreadsheet report. This addition enables users to access and review the Total Salary Hours of an individual based on the specified criteria within the report parameters.

The inclusion of the "Salary Hours" column enhances the functionality and utility of the "Employee Payroll Summary" report by providing users with valuable insights into an individual's total salary hours. By integrating this feature, users can easily track and analyze the number of hours worked by employees within the specified parameters, facilitating analysis processes.

Added “Week Close Audit” spreadsheet report

Week Close Audit report is a new feature integrated into the RMS. It serves the purpose of evaluating the Invoice and Payroll status of Transactions within a designated Accounting Period. This report provides users with insights into the completeness and accuracy of financial transactions processed during the specified timeframe. 

The implementation of the Week Close Audit report addresses the need for comprehensive oversight and analysis of financial transactions within the RMS. By assessing the Invoice and Payroll status, organizations can ensure compliance with financial regulations, identify discrepancies or errors in transaction processing, and maintain accurate financial records. This feature enhances transparency, accountability, and efficiency in financial management processes.

The Week Close Audit report operates within the RMS application and is accessible to authorized users responsible for financial oversight and reporting.  The report includes the following Parameters:

• Accounting Period: The Accounting Period parameter is a dropdown showing the list of Accounting Periods for the user to select.
• Company: The Company parameter is a multi-select dropdown parameter showing the list of Companies.

The following columns are displayed in the report:

• Alert
• Company
• Office
• Customer ID
• Customer
• Department
• Job ID
• Job Position
• Employee ID
• Employee
• PPE
• Total Pay
• Total Bill
• Pay Cycle
• Invoice Cycle
• Transaction Batch ID
• Payment Batch ID
• Invoice Batch ID
• Assignment ID

Added new “Document Expiration with On Assignment Filter” Paginated Report. 

A new “Document Expiration with On Assignment Filter” paginated report is added which provides the document expiration of employees based on their assignment status. It allows the users to view the document expiration of employees based on their assignment status.

The parameters for this report are:

1. Company
2. Office
3. Document Type
4. On Assignment
5. Document Status
6. Expiration Status
7. Days