Pay Sheet is a matrix report with category, groups and employees cascading in rows, and Pay Heads appears as columns. The default report contains all earnings and deduction details for a given month or period with a number of options to re-configure the appearance of rows and columns. Format of the pay sheet report may be configured to serve as a Salary/Wage register as required by the organization. The selection of data can be filtered based on a given category or group of employees.
Pay Sheet is a matrix report which displays cascading records of category, groups, and employees a rows, and Pay Heads as columns. The default report contains details of all earnings and deduction for a given month or period with a number of options to re-configure the appearance of rows and columns.
If you reconfigure the format appropriately, the pay sheet report can serve as a Salary and Wage register. You can also filter the report data based on a given category or group of employees.
Go to Gateway of Tally > Display > Payroll Reports > Statements of Payroll > Pay Sheet
In the Employee Filters screen:,
In the Name of Category field select the required Employee Category from Employee Filter
In the Name of Employee Group select the required Employee Group from the List of Employees / Groups. The Pay Sheet appears.
The Pay Sheet is displayed as shown:
Scroll towards the right to view other details.
Use the F12: Configure button in the Pay Sheet brings up to access a configuration sub-form by which the userthat you can use to customize the display/ or printing content and the appearance of the Pay Sheet report.
In the Appearance of Pay Head Types field,: The Select an option to indicate if you want the report to include Appropriate option can be selected from Earnings/Deductions/All Items to display only Earnings, or Deductions, or to show All Pay Heads
Set the Show ‘Net Amount’ Column: Set this option to Yes to display include the Net Amount Column.
Set the Show Column SubTotals: Set this option to Yes to display include the sub-totals of Earnings/Deductions columns.
Set the Show Pay Slip Names for Ledgers: Set this option to Yes to displayinclude the Name to Appear in Pay Slip, defined in Pay Heads, as the column headings. Setting this to No will display Pay Head name.
Set the Show Gross Salary Details: Set this option to Yes to display Pay Head -wise Gross Salary details. This will displays all those Pay Heads whose that have the Income Type has been set as to Fixed in the Pay Head Master.
Set the Show Grand Total: Set this option to Yes to display Grand total at the bottom of the report.
Set the Show Attendance Details: Set this Ooption to Yes to display include details of the employee's attendance details.
Set the Display Production Types in Tail Units: For compound units used in Production Type, set this flag to Yes to display value of the Production Data in Tail unit and set the same to No to display data in Main unit.
option to:
Yes to include the Production Data in Tail Unit for compound units used in Production Type., if this option is set to .
No to include the Main Unit for compound units used in Production Type., if this option is set to .
Set the Show Employees By Categories & Groups: Set this option to Yes to display include the rows showingof Ccategoryies and Ggroups. Setting this to No will lists only employee information.
Set the Show Category/Group Total: Set this option to Yes to display totals for Ccategoryies and Ggroups wise Totals.
Set the Show Category / Group in Columns: Set this option to Yes to display Category and Groups in Columns. You can set this This option can be set to Yes only when the option Show Employees By categories & Groups is disabled.
Set the Remove Zero Entries Employees: Set this option to Yes to remove an Eemployee records withthat have Zero Earnings/ Deductions.
Set the Format: Youoption to can choose either Detailed or Condensed.
Set the Show Employee Number: Set this option to Yes to display the employee number along with the employee nName.
Set the Show Employee Bank Details:Set this option to Yes to display the Bank Name and Account Number of the employees along with the employees' names.
Set the Show Income Tax Number (PAN): Set this option to Yes to display the employee's IT PAN number.
Set the Show Employee PF Account Number: Set this option to Yes to display the employee's PF Account number.
Set the Show Employee ESI Number: Set this option to Yes to the display employee's ESI number.
Set the Show Employee PR Account Number: Set this option to Yes to display the employee's Permanent Retirement Account Number.
Set the Show Employee Designation: Set this option to Yes to display the Eemployee's Ddesignation.
Set the Show Employee Function: Set this option to Yes to display the Eemployee's Fjob function specified under General Information.
Set the Show Date of Joining & Resignation: Set this option to Yes to display the employee's Ddates of Joining &and Resignationleaving details the organization.
Set the Expand all levels in Detailed format?: Set this option to Yes to expand all levels and display Employee all relevant details of the employee. Set the same to No, to displaygenerate a summary report for a Category/ or Group.
Set the Appearance of Employee Names: Select Tthe appropriate appearance of names can be selected from the Display Employee Name Style list.
Select the appropriate Sorting Method: The appropriate sorting method can be selected from the list.
Use this toggle button (F1) to quickly change shift between the report view from detailed to and summary viewsand vice versa.
Usinge the Period (F2) button, you can to change the period time frame forof which the report is viewedthe report. Using this functionality, yYou can display generate the report for any period such as a Dday, Wweek, Ffortnight, Mmonth, Qquarter, Hhalf-Yyear, or the entire Yyear.
Similar to Payroll and Payment vouchers, usingUse the Employee Filters button or clicking on F7: Employee Filters button, the user to quickly select employees/groups that you want to include o be displayed in the pay sheet report.
Use this button (Alt+C), to add a column forto include any other Pay Head that is not part of included in the default Pay Slip format. Such The new column is added appears on the right-hand side of the existing columnsreport.
Use this button (Alt+A), if you want to replace an existing column in the report with a new Pay Head column. Position The the mouse cursor should be positioned in the column that you want to o be replaced.
Use this button (Alt+D), if you want to delete an existing column in the report. Position The the cursor should be positioned on the column that you want to o be deleted.
Use above column buttons to customise the appearance of various Pay Heads as columns as per requirement.
Printing of You can print the Pay Sheet is done in a similar way as any other report in Tally.ERP 9, by Ppressing Alt+P from the report display screen.
While printing the Pay Sheet report, choose an option to Iincrease the Lline Hheight (for each employee line) for the purpose of obtainingto allocate space for the employee's signature of employee or to affixing a stamp, and use the printed report for manual salary disbursement. or any other similar purpose.
You can E-Mail the Pay Sheet is done in a similar way as any other report in Tally.ERP 9, by pressing Alt+M from the report display screen.
You can Eexporting of the Pay Sheet is done in a similar way as any other report in Tally.ERP 9, by Ppressing Alt+E from the report display screen.
