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This text refers to program version 4.2  

Periodic Personnel Statement

This report contains a summary of all Payments and Expense claims for each Person. It can thus be used to produce a full Expenses module transaction history for a specified period.

Note that the opening balance shown for each Person in this report is that of the Nominal Ledger Account that is entered on the 'Bonus' card of the Person record. If several Persons have been given the same Account, this opening balance is a figure for all Persons using that Account. If you want separate opening balances for each Person, you should use separate Accounts (or assign a dedicated Object to each Person).

When printed to screen, the Periodic Personnel Statement has Hansa's Drill-down feature. Click on any Expense or Payment Number to open an individual Expense or Personnel Payment record.

Person

Paste Special    Person register, System module

Enter a Person's initials to produce a report showing that Person's transactions only.

Period

Paste Special    Reporting Periods setting, System module

Enter a report period.

Persons with Balance Only

To limit the report to only Persons with a current balance, check this box.

Amounts in Currency

The outstanding amounts can be shown in the home currency (converted using the Exchange Rate shown on each Expense or Personnel Payment record) or, if this check box is switched on, in the Currency of the Expense or Personnel Payment record.

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