Conversion Vouchers Total Report
Use this form to generate a report to show the various values of the payroll vouchers that were converted into the system by the professional services during the PEO implementation process.
Note the following:
| • | Client Access Group security is enabled on this form. |
| • | The Conversion Vouchers Total Report is only available for in-process payrolls, and cannot be run on vouchers that have been converted. (Running this report returns data only when the Check History Import is in step 5 or previous steps. Use the Voucher Detail Report listed in the Report section of the Past Imports to gather information on converted vouchers.) |
To access the form, click Reports. Under Operations|Report, click Conversion Vouchers Total Report.
To generate the Conversion Vouchers Total Report:
| 1. | Complete the following: |
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Field Name |
Description |
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| Summarize By |
Select any of the following four options by which you want to summarize this report:
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| Batch ID |
Enter the batch number to be processed or click the Batch ID link and select one from the Select Import Batch dialog box. Note: This option only shows if you have selected Import Batch above. For all other options, complete the following fields. |
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Start Date |
Enter the starting pay date. |
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End Date |
Enter the ending pay date |
| 2. | Click Generate Report to generate the report. A job progress window displays. In case of any errors, redo the process. Click Close to close the job progress window. |
| 3. | Click Download Report to download the report in a .csv format. |
| 4. | Click Clear to clear this form at any time. |
| 5. | Click Close to close this form. |
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