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Access Payouts Report for Current Period Summary

2 views 0 June 26, 2021 kbadmin

You can access the Payouts Report for Current Period Summary by clicking the Payouts Report for Current Period Summary link as depicted in the following figure:

Upon clicking this link, the following form is displayed.

This prompt displays Payee ID parameter and Value field to display the corresponding parameter values. By default the Value field of Payee ID is filled with the value “ALL”.

You can click the  (lookup) buttons adjacent to the Payee ID parameter to pick the required values. Upon clicking this button, the Lookup windows are displayed with all the available values.

The Search window for Payee ID displays the Payee ID, Payee Name, and Payee Job Category values. You can click on any of these values to select a payee ID.

You can also use the Search field to find a value present in the Search windows.

Click the  button. The search operation is performed using the entered Payee ID parameter and the report is generated. A sample report is displayed in the following diagram:

The header of this report displays Current Period.

The contents of the report are the following:

Column Name Description
Payee Name Displays the name of the payee.
Payee Job Displays the job function of the payee.
Territory Displays the territory to which the payee belongs to.
GL Expense Account Displays the General Ledger Expense account of the payee.
Class Displays the class of the payee.
Summary Amount Displays the summary amount.
Currency Displays the default currency.

 

The Pagination options enable you to navigate between various pages of the report. The Export options enable you to save the report contents locally. For more details, see pagination and Export Options sections.

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