Why are leavers appearing on my Quick Report?
Go to Quick Report Writer. Select the required report and Edit.
On the Details tab, you will see a 'Which Employees' selection,
choose Current.
Why is there a difference between my Payroll Summary and Month
End Summary?
Payroll summaries report only on a single payroll, usually the
last one that has been done for either weekly, monthly or combined
employees, for any selected period.
Month end summaries report on everything that has been processed in
the tax calendar month selected (if printing based on tax
calendar), or, everything since month end processing was last
performed, for all employees. It is used to provide
a company with the figures that need to be paid on the P30. The
reports may differ due to:
P45'd employees appearing on the month end but not on the
payroll summary.
Alterations made to the payroll but no new payroll summary printed.
Alterations
will show on the month end summary.
Why are some employee's not appearing on my BACS report?
This can be for many reasons:
- Have you entered their bank details on the Employee Record
card?
- Were they flagged as being paid by BACS before the payroll was
ran?
- Have you entered all the company bank details on the Company
Details card?
- Has the employee been issued with a p45?
If none of the above apply please contact Support or call 0844 815 5671 as
some of the debug figures may need re-setting.
Why is my month-end summary showing zero figures for
everyone?
If you print your month-end using the 'Since last month-end'
option it indicates the report has already been printed or
previewed and month-end processing has been performed. You can
choose to print it again 'Based on Tax Calendar', this will pick up
any payrolls run in that tax month.
How do I export a report to Microsoft Excel/Lotus etc.?
Preview the report as normal to the screen. At the top of
the screen you will see an 'envelope' icon. Click on this icon and
you will be able to choose an Export Format and Destination. You
will then be able to specify a File Name and a Location to save the
report.
If you do not get the option to export to a specific program,
you may have some export dlls missing. If you contact Support we can
supply you with the necessary export dlls.
How do I preview a report in Crystal?
Choose File, Print Preview. You will be asked for a User ID and
Password. Enter Earniepay
and Intex.
What is the layout of the EARNIE data tables?
Within the EARNIE directory there is a document called
Reports32.doc.
This document lists all the database tables and fields as well
as a description of the fields used. It can also give you some help
in writing reports for EARNIE in Crystal.
What version of Crystal Reports can I use with EARNIE?
EARNIE uses crystal version 9, 10 or 11.
I require a P30 report to use to pay HMRC. Where do I find
it?
The figures needed for your P30 report can be found on the last
page of the Monthly/Month End Summary.
I have selected Overtime Hours on the Quick Report Writer so
why are they being included in Basic Hours?
For EARNIE to recognise hours paid as overtime, the rate of pay
must be multiplied by a Factor other than Factor 1.
For example, if you have a Rate of Pay set up as Overtime but
you multiply by Factor no.1, EARNIE assumes its Basic Pay. If
you use the same Rate of Pay but multiply by Factor no. 2 or 3 etc,
EARNIE will assume it is Overtime.
Why have I not got a P60 for some of my employees?
They are probably leavers. You should only give a P60 to a
person who was in your employment on the 5th April. It is not your
responsibility to produce a P60 for anyone who left before that
date.
Which P14/60 forms should I be using?
All EARNIE software use portrait P14/60 forms. We do not produce
the landscape versions. You can order compatible forms from
our website.
Can I print multiple copies of the P14/60s?
Yes. This is possible as long as year end restart has not been
performed.
Can I extend the width of the columns in Quick Report
Writer?
No, the widths of these columns are fixed and cannot be
altered.
My P14/60 forms are not lining up correctly. What do I do?
- Have you re-selected the correct P14/60 from the library? Check
your update instructions again for details
- Have you ordered the new P14/60 forms from ourselves\your
supplier\HMRC?
- Have you been sent the correct forms?
- This year's P14/60 forms should have (2006-07) on the bottom.
They will also have a box for Student Loan Deductions
- Are you trying to print landscape forms? The P14/P60 forms are
written in portrait style.
- There could also be a printer driver problem, we suggest for
your laser printer you should try HP LaserJet III printer
driver
- The product has been written to only produce laser portrait
versions of the P14/60's
Why does the 'Omit employees with zero figures' not work on the
Quick Report Writer?
The 'Omit employees with zero figures' only works correctly if
all fields being picked up on the report are numeric fields. If you
have any text fields selected, the report will not filter out any
employees with zero figures. Examples of text fields are:
- Name
- Address
- Department Name
- NI Number
- Account Group
- Pay Method
- Pay Period
- Tax Code
What does 'Print As Summary' mean in the Quick Report
Writer?
In the Quick Report Writer, on the Details tab you have the
option to tick a box called 'Print as Summary'. This will allow you
to specify what period you print the report for i.e. Week 12, month
3.
You can also print the report for historic periods when 'Print
as Summary' is ticked.
However, the report will only pick up employees who were paid in
the period selected. You will not necessarily pick up all employees
in the company.
If you have set up the report to pick up year-to-date figures,
the figures you see will be those at the period selected.
Therefore, if you choose week 1 on the report, the year-to-dates
will be up to week 1.
There are some report options which can be set for payslips.
How do I know which options can be set for which payslip?
Details of payslip options can be found by going to the Help
menu and choosing Tech Tips.
Double click on the book icon next to Technical Tips and then
Reports. Payslip Options Available should appear. Click on this
once and a grid should appear showing which options apply to which
payslip.
Where can I find advice about writing my own reports for
EARNIE,
using Crystal Reports?
You have a few options:
There is a Microsoft Word document called REPORTS32.DOC in the
EARNIE directory. This guides you through setting up a new report
in Crystal, step by step. It also details all the tables you will
need for reporting purposes. You can find the same information by
going to the HELP menu and selecting TECH TIPS. Under the Contents
look for 'Custom Reporting on Earnie 32' and 'Nov 2000 Custom
Reporting on Earnie 32'.
Alternatively, you could purchase Crystal Cover. This gives you
access to telephone and email support from our report experts.
Lastly, see the TRAINING section of this website as we are now
running Crystal Training courses around the country.
There is no SSP/SMP/SAP/SPP reclaimed amount showing on the P30
Summary but I know there should be something there. What is
wrong?
SSP, SMP, SAP and SPP reclaimed is a figure that is created when
the Month End Summary is run. For other reports to pick up these
figures, the month end processing must be done and figures cleared
down. If month end processing is not done, the figure is not held
in the system.
Do not worry as you are able to manually enter the figures in
the statutory payments table.
Go to the COMPANY menu and choose ALTER COMPANY DETAILS. On the
tax tab there is a button marked Statutory Payments. Click on the
button and you will see a table with a month by month breakdown of
SSP/SMP/SAP/SPP Total, Reclaimed and Compensation. If the reclaimed
amount is not here, enter it manually against the correct
month.
Does EARNIE produce a paper copy of the information sent
on
Magnetic Media?
Yes. When the disk has been created you can print a summary
report which gives company totals on the payroll year end CD. The
totals are for:
- Employee's plus Employer's NI
- Tax Deducted
- Number of Tax and NI records
- Total of SSP recovered
- NIC Holiday claimed
- Total of SMP recovered
- NIC compensation on SMP
- Total NIC Rebate due
- Total Student Loan deductions
- Total Payable
I am printing the Company Cost Summary but it looks wrong. I
have
a SSP/SMP contra set up but this does not seem to be taken into
account on the report. Why is the SSP/SMP is still being added
to
Total Employer's Costs?
This is an easy problem to rectify. For an SSP/SMP Contra to be
picked up on the Company Cost Summary you need to make a slight
amendment to the deduction set up.
- Go to the Company menu and alter payments/deductions
- Highlight the SSP/SMP Contra and click edit
- Under the option Report Group choose Contra.
Then re-run the report and it will be included.
Can I use the Quick Report Writer to report on extra employee
information in EARNIE?
Yes. Fields you have entered in the extra employee information
should be listed at the bottom of the Main Tab in the Quick Report
Writer.
If it is not here, check you have the field name set as text
under Company and Configure Extra Employee Information.
Why is my Quick Report missing off leavers?
Check in the Details Tab for the report. If Print as Summary is
ticked remove this tick and the system will search through all
employee records, not just those who have been paid for the
specified period.
Can I change the order my reports print in?
With most library reports it is possible to choose the order you
would prefer them to print. Go to Reports, Report Table and find
the particular report you would like to amend. Click in the order
column and it will bring up a drop-down list of the options
available.
Some reports have a specified order that cannot be altered,
contact Support
or call 0844 815 5671 more details.
Will Student Loans appear on my year-to-date summary?
Student Loans will appear on the latest versions of the
year-to-date summary. Just re-select from the library.
I have printed my P14s but there are no amounts showing in the
TOTAL FOR YEAR fields for some employees?
These employees will be leavers. HMRC has confirmed for us
that nothing should appear in these fields if the employee is no
longer working for the company.
Why does it not work when I am trying to run Crystal from
EARNIE?
If you are trying to run Crystal from the EARNIE\Reports menu,
Crystal needs to be installed on the same drive as EARNIE and in a
directory called \crw.
Why is my month-end summary showing more than one month's
figures on it?
In this case, the month end processing in the last month may not
have been performed. You can undo the payroll, then print the month
end summary, say yes for perform month end processing and then run
the payroll again OR, restore from last month's backup before
running the payroll again. If this is not possible, you will need
to alter the totals manually i.e. deduct last month's totals.
On the majority of versions of EARNIE or in EARNIE IQ, you can
print a month-end summary based on 'Tax Calendar' rather than
'Since Last Month-end', this will include any payments made within
the tax calendar month.
I have P45'd an employee but he is still appearing on the Month
End Summary, is this correct?
This will happen if the employee has been paid in that
period. The P45'd employee would need to appear on the report
because there will be tax and NI to pay over at the end of the
month.
Why am I getting headings on my report, but no
information?
The wrong period number has probably been selected. Try again
but double check the week/month number.