Report Packs

Report packs enable you to group reports together in a template, and apply that template to multiple clients, enabling you to create a number of reports for a number of clients.

There are four groups of reports:

Report Pack Group Reports created for When Reason
Bureau Reconciliation Bureau (You) Each pay period before generating your client’s reports. For you to reconcile after processing your client’s payroll.
Client Approval Client Each pay period before employees are paid. For your Client to approve (sign off) payroll.
Payroll Final Client Each pay period after employees are paid. For your Client to keep payroll information for their records.
Year-end Client Annually at the end of the tax year. P60s to be issued to employees.

The main screen consists of three sections: