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Bullswool's avatar
Bullswool
Trusted User
10 months ago

Historical YTD Report

Hi,    We are currently using MYOB Payroll 2023.1 (New Zealand).   I have been asked to provide historical payroll data for the last 5 years, including: employee name & number calendar YTD sal...
  • jenniek's avatar
    jenniek
    10 months ago

    Hi Bullswool 

    This information is available in MYOB Payroll.

    - employee name & number - go to reports - Employees reports- Employee Addresses - will give you a bit more information but essentially what you want.

    - calendar YTD salary & wages - Go to reports - Period reports - by employee paycode - filter to date range required. Choose the paycodes you require. On the last page choose print pay totals only

    - calendar YTD commissions - Reports - Period reports - by employee paycode, but filter to only commissions code and date range. Again choose on pay totals on last page

    - calendar YTD sum of above two figures. - same report as above, but include all paycodes.

     

    Sorry none of these export to excel. Yiu would need to use a report writer to convert to excel. I use Nitro Pro. Works mostly, but sometimes the detail is too much.

     

    Hope this helps.

     

jenniek's avatar
jenniek
Ultimate Partner

Hi Bullswool 

This information is available in MYOB Payroll.

- employee name & number - go to reports - Employees reports- Employee Addresses - will give you a bit more information but essentially what you want.

- calendar YTD salary & wages - Go to reports - Period reports - by employee paycode - filter to date range required. Choose the paycodes you require. On the last page choose print pay totals only

- calendar YTD commissions - Reports - Period reports - by employee paycode, but filter to only commissions code and date range. Again choose on pay totals on last page

- calendar YTD sum of above two figures. - same report as above, but include all paycodes.

 

Sorry none of these export to excel. Yiu would need to use a report writer to convert to excel. I use Nitro Pro. Works mostly, but sometimes the detail is too much.

 

Hope this helps.

 

Bullswool's avatar
Bullswool
Trusted User
10 months ago

Thank you Jennie, I really apprecaite your help with this. 

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