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Bullswool's avatar
Bullswool
Trusted User
2 years ago
Solved

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 salary & wgaes
  • calendar YTD commissions
  • calendar YTD sum of above two figures.

What report can I use to source these figures, and can I export to excel?

B.

  • Celia_B's avatar
    Celia_B
    2 years ago

    Hi ease,

     

    Welcome to the MYOB Community Forum, I hope you find plenty of useful information.

     

    Thank you for flagging this to us. In this regard, you will need to check what is the current year under Set up>>company information as this problem is only caused if the financial year is not rolled over. 

     

    To Roll over your financial year, Under File Menu>>Close a Year>>Close Financial Year. Read each screen carefully and follow the prompts. If something is displayed incorrectly by MYOB, attach a screenshot of the relevant close FY screen as well as the Setup>>Company information screen showing the current FY. 

     

    You can check this Help Article: 

    Prepare your GST return (New Zealand only)

    Close the Financial year

     

    If you need more support on this or in the future, please feel free to post again. We're happy to assist you. 

     

    If my response has answered your enquiry, please click "Accept as Solution" to assist other users find this information.

     

    Kind Regards,

    Cel

     

2 Replies

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  • jenniek's avatar
    jenniek
    Ultimate Partner
    2 years 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.

     

    • Bullswool's avatar
      Bullswool
      Trusted User
      2 years ago

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

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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:

What report can I use to source these figures, and can I export to excel?

B.

","body@stringLength":"456","rawBody":"

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:

What report can I use to source these figures, and can I export to excel?

B.

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background-size: contain;\n background-position: center;\n}\n.myob-social-links .twitter a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 6%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0Zm5.33,10c0,.12,0,.23,0,.35A7.75,7.75,0,0,1,5.4,16.92a5.48,5.48,0,0,0,4-1.13A2.73,2.73,0,0,1,6.89,13.9a2.73,2.73,0,0,0,1.23,0,2.73,2.73,0,0,1-2.19-2.67v0a2.73,2.73,0,0,0,1.23.34,2.73,2.73,0,0,1-.84-3.64,7.74,7.74,0,0,0,5.62,2.85,2.76,2.76,0,0,1-.07-.62,2.73,2.73,0,0,1,4.72-1.86,5.49,5.49,0,0,0,1.73-.66c-.2.64-.23.87-.79,1.21a1.46,1.46,0,0,0,1.34,0A5.8,5.8,0,0,1,17.33,10Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .googleplus a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 4%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0ZM9,17.5a5.5,5.5,0,1,1,4.1-9.17L11.61,9.67a3.5,3.5,0,1,0,.56,3.84H9v-2h4.47a1,1,0,0,1,1,1.11A5.49,5.49,0,0,1,9,17.5Zm10.5-4v2h-2v-2h-2v-2h2v-2h2v2h2v2Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .facebook a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 1%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0Zm3.51,12H13.2v7.2h-3V12H8.4V9.58h1.8V8.29A2.61,2.61,0,0,1,13,5.4h2.6V7.77H13.81a.58.58,0,0,0-.61.66V9.58h2.56Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .linkedin a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 5%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,24A12,12,0,1,0,0,12,12,12,0,0,0,12,24Zm1.82-10.71a1.2,1.2,0,0,0-1.2,1.2v4.2h-3s0-7.2,0-7.8h3v.89A3.72,3.72,0,0,1,15,10.91c1.78,0,3,1.29,3,3.78v4H15v-4.2A1.2,1.2,0,0,0,13.82,13.29ZM6.91,9.69h0A1.47,1.47,0,0,1,5.4,8.2,1.44,1.44,0,0,1,6.93,6.75a1.47,1.47,0,1,1,0,2.94Zm1.51,9h-3v-7.8h3Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .instagram a:before {\n background: url(\"data:image/svg+xml;base64,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\")\n 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Partner","color":"333333","icon":null,"rankStyle":"TEXT"},"User:user:1576":{"__typename":"User","id":"user:1576","uid":1576,"login":"jenniek","biography":null,"registrationData":{"__typename":"RegistrationData","status":null,"registrationTime":"2007-06-28T08:08:00.124+10:00"},"deleted":false,"email":"","avatar":{"__typename":"UserAvatar","url":"https://community.myob.com/t5/s/myob/images/dS0xNTc2LTM3NTg2aTVENjIwMjFFRjdCMkIxOUU"},"rank":{"__ref":"Rank:rank:95"},"entityType":"USER","eventPath":"community:myob/user:1576"},"ModerationData:moderation_data:855655":{"__typename":"ModerationData","id":"moderation_data:855655","status":"APPROVED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":"member"},"AcceptedSolutionMessage:message:855655":{"__typename":"AcceptedSolutionMessage","uid":855655,"id":"message:855655","revisionNum":2,"author":{"__ref":"User:user:1576"},"readOnly":false,"repliesCount":1,"depth":1,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:Nzpay"},"parent":{"__ref":"ForumTopicMessage:message:855568"},"conversation":{"__ref":"Conversation:conversation:855568"},"subject":"Re: Historical YTD Report","moderationData":{"__ref":"ModerationData:moderation_data:855655"},"body":"

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.

 

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

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