Run the Payroll Deduction Tie-Out report

• Director
• Finance
• Admin
• Needs: Report Center
• Needs: Revenue Reports
• Desktop
• Draft

If you don't see this

• It needs the Report Center permission. A director grants it under Manage School → Staff → Permissions.
• It needs the Revenue Reports permission. A director grants it under Manage School → Staff → Permissions.

Payroll Deduction Tie-Out lists the Payroll Deduction amounts applied to invoices due in the month you choose, so you can tie total deductions to your books. You'll find it in the Payroll Deductions group of Revenue Reports in Report Center.

Steps

1. On the sidebar, click Report Center and expand Revenue Reports → Payroll Deductions.
2. Click Payroll Deduction Tie-Out.

   Screenshot coming soon01 · /report-center

   The Generate report sheet for Payroll Deduction Tie-Out

3. Under Select schools, click the row, check the schools to include, and click Done. Your current school is preselected.
4. Under Period, click Select a month and pick the month.
5. Under Format, choose PDF or Excel.
6. Click Generate. The file downloads when it's ready. You can also get it later from the Report queue.

Tips

• Who it's for: Finance staff matching staff tuition deductions to payroll.
• Format: PDF or Excel.
• The Excel file has these tabs: Summary, Detail.