Payroll History

access level payroll advisor (full access), manager (full access) module payroll payroll card 🔍 overview the payroll history tab provides a complete record of all payrolls processed for a customer it serves as an archive for both payroll and billing activity, supporting audit tracking, payment verification, and historical analysis ✅ you can also access this tab through the payroll tab in the customer’s lead card for access instructions, see payroll tab guide 🧭 viewing options payroll vs charges users can switch between two display modes using the toggle at the top of the tab payroll view displays all processed payroll records with corresponding processing details charges view displays billing activity including amounts charged, refunded, or pending the view updates dynamically based on your selection 📂 payroll view the payroll view offers a historical list of all processed payrolls, allowing users to track check dates payroll amounts payroll status 🔽 account dropdown to access historical payrolls tied to a customer click the account # field to open a dropdown select a payroll account labeled with status (e g , active , cancelled ) ℹ️ note each time a customer is cancelled, a new payroll account is created upon reinstatement each account represents a distinct payroll history historical record visibility ℹ️ note reports now include soft deleted payroll records, allowing users to review payroll history without issues this ensures complete historical data visibility for audit purposes and comprehensive payroll history reviews, even for records that have been marked as deleted 📝 payroll record list after selecting an account, you’ll see a list of all processed payroll records for that period each record includes check date payroll amount status 🚫 mark bounced button located in the actions column enabled for payrolls processed via ach disabled hidden for wire and credit card clients or shown but disabled with a tooltip or hover text that explains “only available for ach clients ” this allows users to mark ach payrolls as bounced due to payment failures for a complete understanding of this process, see the bounced payroll & credit hold guide 🔍 accessing payroll details clicking on a payroll record opens a detailed view with three subtabs activities subtab displays system and user activity logs, including payroll logs automated batch logs customer logs each entry includes an id , description, creation date, and view properties option for additional detail payments subtab shows a breakdown of payment transactions ach customers may appear empty if charges weren’t issued credit card customers displays full transaction history a refund history button (blue) is also available to view any issued refunds processing subtab provides a quick access view of all finalized payroll documents invoice timesheet (if submitted) register finalized pdf package (downloadable as a zip file) 📘 to see how clients receive documents, refer to client view of payroll finalized documents guide 💳 charges view the charges view provides a detailed breakdown of all billing activity tied to each payroll record this includes approved charges rejected charges refunded amounts 🔍 filtering options users can refine the view by selecting from the filter dropdown menu , which allows for all charges approved charges only rejected charges only the view will automatically update based on the selected filter 📥 downloading reports users with billing permissions can export a summary of the displayed charges by clicking the download report button this generates a report containing all visible charge data based on the selected filter 💬 actions column two options may appear for each charge refund – initiate a refund see refund history – view past refund activity both actions trigger a pop up where users must complete the required fields 📘 refer to the bounced payroll & credit hold guide for guidance on handling failed payments next steps after reviewing payroll history data dashboard overview process customer requests processing tab complete current payroll requirements billing tab manage payment processing 📚 quick reference need help with terminology? check our januscrm glossary & acronym index for definitions of all terms used in this documentation questions about permissions? review the user roles & permissions matrix to understand access levels