Reports in Sage One

There are different reports available in Sage One that will give you a holistic overview of the payroll processing.

The following reports are available:

  • Superannuation
  • Leave Summary
  • Pay Advice
  • Pay Run
  • ABA Reconciliation
  • Payroll Journal
  • Payment Summary
  • Payroll Supplier

Superannuation Report:

The Superannuation report will display all the superannuation fund information and amounts of all Superannuation allocated payments, from either an Employer or an Employee per submission frequency and date range selected, per fund. To access the Superannuation report, click on Reports…Superannuation. The following screen will display:

  • Business – Select the business that you want to view the superannuation for.
  • Tax Year – Select the tax year in which the superannuation is processed.
  • Frequency – Select the frequency that you want to preview.
  • Date Range – Select the date range for the frequency that you want to preview.

Click on the Generate button. The following report will display:

Leave Summary Report:

The Leave Summary report will display all the leave transactions that was processed during the selected date range for all employees who had taken leave during that period (including terminated employees based on parameter selection). To access the Leave Summary report, click on Reports…Leave Summary. The following screen will display:

  • Business – Select the business that you want to view the leave summary for.
  • From Date – Select the from date. This will indicate from when the leave transactions should first be taken into account.
  • To Date – Select the to date. This will indicate to when the leave transactions should be taken into account.
  • Employee Status – Select the employee status of the report. You can view all employees, active employees or terminated employees.

Click on the Generate button. The following report will display:

Pay Advice Report:

The Pay Advice report will display the pay advices per employee. Note that if you have multiple employees in the selected pay run, you are able to select the ‘All’ option in the Employee drop down list, which will generate pay advices for employees which are in the ‘Included’ Section of the pay run. To access the Pay Advice report, click on Reports…Pay Advice. The following screen will display:

  • Business – Select the business that you want to view the pay advice for.
  • Tax Year – Select the tax year.
  • Frequency – Select the frequency that you want to view.
  • Pay Run – Select the pay run that you want to view the pay advice for.
  • Employee – Select the employee that you want to view.

Click on the Generate button. The following report will display:

You can also email the pay advice to an employee by clicking on the Email button.

Pay Run Report:

The Pay Run report will display all the transactions that were processed for all the individual employees as well as the totals for all the transactions per specific Pay Run. To access the Pay Run report, click on Reports…Pay Run. The following screen will display:

  • Business – Select the business that you want to view the pay run transactions for.
  • Tax Year – Select the tax year.
  • Frequency – Select the frequency that you want to view. Note that the Pay Runs are filtered by the Frequency selection.
  • Pay Run – Select the type of pay run that you want to view.

Click on the Generate button. The following report will display:

ABA Reconciliation Report:

The ABA Reconciliation report will display all the payment information for each employee that was processed for a specific Pay Run with an ABA payment type. To access the ABA Reconciliation report, click on Reports…ABA Reconciliation. The following screen will display:

  • Business – Select the business that you want to view the aba reconciliation for.
  • Tax Year – Select the tax year.
  • Frequency – Select the frequency that you want to view.
  • Pay Run – Select the pay run that you want to view.
  • ABA Submissions – Select the ABA submission file that you want to view.

Click on the Generate button. The following report will display:

Payroll Journal Report:

The Payroll Journal report will display all the transactions that was posted to Sage One Accounting for a selected Pay Run. To access the Payroll Journal report, click on Reports…Payroll Journal. The following screen will display:

  • Business – Select the business that you want to view the payroll journal for.
  • Tax Year – Select the tax year.
  • Frequency – Select the frequency that you want to view.
  • Pay Run – Select the pay run that you want to view.

Click on the Generate button. The following report will display:

Payment Summary Report:

The Payment Summary report will display the payment summary information per employee of all amounts that was processed during a specific tax year. To access the Payroll Summary report, click on Reports…Payroll Summary. The following screen will display:

  • Business – Select the business that you want to view the payroll journal for.
  • Tax Year – Select the tax year.
  • Employee – Select the employee that you want to view.

Click on the Generate button. The following report will display:

If a payment summary shows an amount in the total tax withheld box, you must lodge a tax return. If no tax was withheld, you may still have to lodge a tax return. For more information on whether you have to lodge, or about this payment and how it is taxed, you can visit ato.gov.au or phone 13 28 61 between 8.00am and 6.00pm, Monday to Friday.

Payroll Supplier Report:

The Payroll Supplier Report will show you an overview of all your businesses which make use of Payroll Supplier services, not only on a payroll level, but also if a Payroll Supplier manages and makes all payments on behalf of your business. To access the Payroll Supplier report, click on Reports…Payroll Supplier. The following report will display: