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.
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 is displayed as shown:
Scroll towards the right to view other details.
F12: Configure button in the Pay Sheet brings up a configuration sub-form by which the user can customize the display/printing content and appearance of the Pay Sheet report.
Appearance of Pay Head Types: The Appropriate option can be selected from Earnings/Deductions/All Items to display only Earnings or Deductions or to show All Pay Heads
Show ‘Net Amount’ Column: Set this option to Yes to display the Net Amount Column
Show Column SubTotals: Set this option to Yes to display the sub-totals of Earnings/Deductions columns
Show Pay Slip Names for Ledgers: Set this option to Yes to display the Name to Appear in Pay Slip, defined in Pay Heads, as the column headings. Setting this to No will display Pay Head name
Show Gross Salary Details: Set this option to Yes to display Pay Head wise Gross Salary details. This will display all those Pay Heads whose Income Type has been set as Fixed in the Pay Head Master.
Show Grand Total: Set this option to Yes to display Grand total at the bottom of the report
Show Attendance Details: Set this Option to Yes to display the attendance details
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
Show Employees By Categories & Groups: Set this option to Yes to display the rows showing Category and Groups. Setting this to No will list only employee information.
Show Category/Group Total: Set this option to Yes to display Category and Group wise Totals
Show Category / Group in Columns: Set this option to Yes to display Category and Groups in Columns. This option can be set to Yes only when the option Show Employees By categories & Groups is disabled.
Remove Zero Entries Employees: Set this option to Yes to remove an Employee with Zero Earnings/ Deductions
Format: You can choose either Detailed or Condensed
Show Employee Number: Set this option to Yes to display employee number along with the Name
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
Show Income Tax Number (PAN): Set this option to Yes to display employee IT PAN number.
Show Employee PF Account Number: Set this option to Yes to display employee PF Account number.
Show Employee ESI Number: Set this option to Yes to display employee ESI number.
Show Employee PR Account Number: Set this option to Yes to display the employee Permanent Retirement Account Number.
Show Employee Designation: Set this option to Yes to display the Employee Designation.
Show Employee Function: Set this option to Yes to display the Employee Function specified under General Information.
Show Date of Joining & Resignation: Set this option to Yes to display employees Date of Joining & Resignation details.
Expand all levels in Detailed format?: Set this option to Yes to expand all levels and display Employee details. Set the same to No, to display summary report for Category/Group
Appearance of Employee Names: The appropriate appearance of names can be selected from the Display Employee Name Style list.
Sorting Method: The appropriate sorting method can be selected from the list
Use this toggle button (F1) to quickly change the report view from detailed to summary and vice versa.
Using Period (F2) button, you can change the period for which the report is viewed. Using this functionality, you can display the report for any period such as Day, Week, Fortnight, Month, Quarter, Half-Year or entire Year.
Similar to Payroll and Payment vouchers, using Employee Filters button or clicking on F7: Employee Filters button, the user can quickly select employees/groups to be displayed in the pay sheet report.
Use this button (Alt+C), to add a column for any other Pay Head not part of the default Pay Slip format. Such new column is added on the right-hand side of the existing columns.
Use this button (Alt+A), to replace an existing column in the report with a new Pay Head column. The cursor should be positioned in the column to be replaced.
Use this button (Alt+D), to delete an existing column in the report. The cursor should be positioned on the column to be deleted.
Use above column buttons to customise the appearance of various Pay Heads as columns as per requirement.
Printing of Pay Sheet is done in a similar way as any other report in Tally.ERP 9, by Pressing Alt+P from the report display screen.
While printing the Pay Sheet report, choose an option to Increase the Line Height (for each employee line) for the purpose of obtaining signature of employee or fixing a stamp, and use the printed report for manual salary disbursement or any other similar purpose.
E-Mailing of 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.
Exporting of Pay Sheet is done in a similar way as any other report in Tally.ERP 9, by Pressing Alt+E from the report display screen.