Sage Intacct Construction offers extensive capabilities for payroll reporting, allowing users to create and modify reports and tables. Here's a guide on how to navigate these features effectively.
Navigate to Company > Roles and check if the necessary roles have access to new payroll reporting tables like payroll report time card, PTO activity, tax information, etc.
Ensure that the ‘List’ and ‘View’ options are selected for relevant tables under the ‘Permissions’ section.
Reporting data is not automatically updated. After processing checks in the payroll, use the ‘Send Reporting Data’ button to populate these new tables with current data.
Import time using an Excel file or third-party mobile app.
Approve the imported time to make it eligible for generating check records.
Generate checks to create pending check records, which can be sent to reporting tables.
Navigate to Reports > Custom Reports and select the appropriate payroll table to start with.
Utilize the Custom Report Wizard, selecting fields like employee ID, project cost code, work date, etc.
Add necessary dimensions like project name or cost code name.
Configure the report layout, sorting, grouping, and filters based on your needs.
For detailed time reporting before check approval, use filters like 'Check Status' equals 'Pending'.
Sage Intacct provides several default payroll reports which can be modified.
To modify, navigate to the existing report, use the ‘Edit’ option, and then ‘Save As’ to create a copy before making changes.
Customize the report by adding subtotals, adjusting column properties, and altering the layout.
Run the report with specific prompts like pay period dates to view and export data.
Security Access: Ensure roles have the correct permissions for the new payroll reporting tables.
Data Updating: Manually update reporting data after check processing.
Time Import and Approval: Import time entries and approve them to generate reportable data.
Custom Report Creation: Utilize the Custom Report Wizard to create detailed and specific payroll reports.
Existing Report Modification: Modify existing reports for tailored insights, ensuring to save a copy for reference.
For an in-depth guide and practical demonstration on how to customize and create payroll reports in Sage Intacct Construction, watch the full video tutorial on "Sage Intacct Payroll Reporting: Customizing Payroll Reports & Tables" here. This tutorial will provide step-by-step instructions and insights into leveraging Sage Intacct's payroll reporting capabilities to their fullest.