Format

Press Enter to print a Detail report. Otherwise, select to print a Summary report or an Exception only report.

The Exception format of the Deduction History Report is designed to provide information regarding recurring deductions that are set up with a monthly limit for active and inactive employees. It shows those employees that have not yet had sufficient deductions taken since the last month-end to assure that the full deduction amounts are taken during the current period. The monthly deduction limit is determined by the Monthly Limit field on the Employee Recurring Deductions/Add-ons screen. If that field is blank, the monthly limit is determined by the Monthly limit field on the Deduction / Add-on Code Maintenance screen. If both monthly limit fields are blank, the deduction is not applicable for the report. For example, if medical insurance premiums are taken as a fixed deduction each week but the employee does not receive a check one-week, the deduction would not be taken and would then appear as an exception on this report. The report computes the scheduled amounts yet to be deducted during the month, adds deductions already taken, and compares the sum to the monthly limit. Any shortfall is reported as an exception.

Employee

Enter the employee code(s) to print, or press Enter print ALL the employee codes.

Deduction

Enter the deduction code(s) to print, or press Enter to print ALL the add-on codes.

Check date

Enter the check dates with which this report is to start and end with. To begin with the first check and end with the current processing date, leave these fields blank.

Pay periods remaining

If the Exception only format is selected, this additional field displays. Enter the remaining number of pay periods left in the current month.

Sort by

Select how to sort the report results.

Check cost center

Cost group

This field only displays if cost centers are enabled in the current company, and the field label may differ if you have a user-defined cost group label specified in Enterprise Installation.

This field works as a filter that allows you to include only a portion of the records your operator has security for, thereby allowing reports to be produced for a segment of employees.

The software does NOT read for authorization of individual cost centers contained within the specified cost group to determine permission for the check cost center.