Reports & Exports

Use the Staff Payments export and reports to review Paid contractor batches and the charges within them. By default, only Admins can open the Staff Payments export and report.

Staff Payment Process Guides

• Staff Payment Settings
• Processing Staff Payments

Staff Payment Export

1. Open Exports.
2. Select Create Export.
3. Under Finance, select Staff Payments.
4. Select the payment date range, then create the export.

Staff Payment Reports

Staff Payments

Open Reports > Finance > Staff Payments. The report groups payments by Charge Item for the selected payment date range. To see one contractor's payments, add the Team Member filter.

My Payments

Users with the Contractor employment type and access to Reports can open Reports > Finance > My Payments to review their Paid batches.

Select a Payment Batch to see its Charge Item summary and each charge in the batch, with its Participant.

To download the current batch, select Actions > Export as PDF.

Select Exclude participant information if the PDF should omit Participant details.

To download a Recipient Created Tax Invoice (RCTI), select Actions > Download Invoice. You can also exclude Participant information from the RCTI.