Customize Search or Report to show General Ledger or Journal Impact of Payroll Adjustment

The payroll adjustment posts to the general ledger(GL) account assigned to the payroll item. 

To view the assigned account, User can navigate to the payroll item itself bygoing to Lists > Employees >Payroll Items > Click the PayrollItem.

User may also opt to customize a Payroll Item search by going to Lists> Search > Saved Searches> New > Payroll Item.

To view the general ledger or journal impact of the payroll adjustment, Usercan customize a payroll report or transaction search.

A. To customize Payroll Journal Report, please follow the steps below:

1. Navigate to Reports > Payroll >Payroll Journal
2. Select Date Range atthe bottom of the screen
3. Click Refresh
4. Click Customize
5. Select Filters > Add Fields

-- [+] Payroll Transactions > select second[+] Transactions Type > [+] Transaction Type Long Name

6. Choose Filter equal to= PayrollAdjustment > Click Done > Click Done again
7. Click Add Fields

-- [+]Payroll Transactions > [+]Employee > Name

8. Choose Filter equal to= Employee Name/s> Click Done > Click Done again
9. Preview> Return to Customization
10. Rename report ad Save

B. To customize a Transaction Saved Search, kindly follow the steps below:

1. Navigate to Lists > Search > Saved Searches > New> Transaction > Criteria tab
2. Under Filter of the Standardsubtab,

Line 1: Type = Payroll Adjustment > Set

Line 2:  Date= Date within > From MM/DD/YYYY and To MM/DD/YYYY > Set

3. Click Previewthen Return to Criteria

4. Rename SearchTitle and Save