Run the Unreconciled Payroll Deductions 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.

Unreconciled Payroll Deductions lists the Payroll Deduction amounts applied to invoices that haven't been reconciled yet. You'll find it in the Accounts Receivable group of Revenue Reports in Report Center.

Steps

1. On the sidebar, click Report Center and expand Revenue Reports → Accounts Receivable.
2. Click Unreconciled Payroll Deductions.

   Screenshot coming soon01 · /report-center

   The Generate report sheet for Unreconciled Payroll Deductions

3. Under Select schools, click the row, check the schools to include, and click Done. Your current school is preselected.
4. Optionally, under Optional filters, enter an ID in Employee family to limit the report to one staff family.
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. It has no period: it always uses live data as of the moment it runs.
• The Excel file has these tabs: Summary, Detail.
• The report uses live data.
• Reconciled deductions show up in Payroll Deduction Reconciliation Activity.