Forum Discussion

Bullswool's avatar
Bullswool
Trusted User
11 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
    11 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
11 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.

 

  • Bullswool's avatar
    Bullswool
    Trusted User
    11 months ago

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

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.