How to Generate a Contribution/Deduction Report
Keeping track of contributions and deductions is crucial for accurate financial reporting and compliance. Our comprehensive reporting system makes it easy to get the insights you need.
What is a Contribution/Deduction Report?
A Contribution/Deduction Report is a detailed financial document that breaks down all employee contributions and deductions for a specific period. These reports help you track everything from retirement plan contributions to insurances, providing a clear picture of your organisation's financial obligations.
Step-by-Step Process to Generate the Report
Go to Reports in the main menu
Click on Contribution/Deduction Report
Choose the desired year, month and provider
Click Export
Export as a PDF or Excel file
Pro Tip: Excel formats are great for further analysis, while PDFs are perfect for sharing or archiving.