The listing view of earning payment reports is used to review, correct, and send earning payment reports formed from paid payslips, travel expense reports, salary advances, and international situations. The view also serves as an archive for all created reports.
CONTENT
- Single earning payment report
- Report details briefly
- Report statuses
- Handling reports
- Exceptions and notes
- Permissions
In the listing view of earning payment reports, you can see the earning payment reports formed from paid payslips, travel expense reports, and salary advances. The same view also displays notifications of international situations. Reports are grouped into separate tables according to the type of material. In this view, you can review, correct, and send reports, and the view also serves as an archive for all created reports.
You can open the view or perform the function by selecting Pay > Payroll > Earning payment reports.
Limit and group earning payment reports as follows:
- Limit the earning payment reports visible for the desired period using the date range at the top.
- Group the reports using the "Group" function.
Limit the list using the "Limit listing" function.
Update and restore the view filters as follows:
- Set the filters for the view.
- Click the "Update view" button so that the filters are updated in the view.
- Return to the original view by clicking the "Restore defaults" button.
Please note that the employer's separate notifications are not in this view but on their own page on the adjacent tab. Help guide: Employer's separate notifications
Single earning payment report
The content of a single earning payment report can be viewed from the listing view via the "Show report" link. The report opens in its own window above the listing.
Report details briefly
The window displays the identifying details of the report at the top, including the employee's name, salary payment period, salary payment date, report type/version, and report status.
Any error notifications are displayed on a red background if there are any on the earning payment report.
Help guide: Earning payment report error situations and correction
View the contents of the sections as follows:
- Material details section displays information related to the material, such as creation time, payer's notification reference, contact person, payer's identifiers, payer's details, and salary payment period.
- Income recipient details include various information related to the employee, such as basic data, employment information, insurance information, and international information.
- Absences can be reported to the income register, and they appear as a separate section on the report. You can read more about absences here.
- Income types contain the actual salary information and additional information about income types.
Clicking the section titles reveals the section's details.
Report statuses
The status of the earning payment report is always displayed on each report row.
Possible statuses of the earning payment report are explained in the table below.
| Status | Explanation | |
In income register |
The report has been successfully sent and stored in the income register. |
|
| Marked as delivered | Instead of sending the report to the income register, it can be marked as delivered to the income register. This function can be used, for example, in situations where the material has been delivered through other means and it is desired to mark the matter as handled in Netvisor. |
|
| Rejected | If the sent report does not pass the income register's check, it returns in the "Rejected" status. In this case, the report must be opened, errors corrected, and the report sent again. |
|
| Unsent | If, during payment (or marking as paid), it is chosen not to send reports, the reports remain unsent and must be handled later manually. |
|
| Waiting for authorisation | This is an exceptional situation if the authorisation for delivering earning payment report data is missing. In this case, reports do not automatically go to the income register during payment, and the payroll accountant must ensure that the data is delivered. The solution is to handle the certificate/authorisation for using the technical interface for earning payment reporting from Netvisor. The help guide is here. |  |
| Invalidated | A report successfully sent to the income register can also be invalidated if necessary. Once the invalidation request is processed in the income register, the report's status updates to "Invalidated". In this case, the data is no longer stored in the income register. |
|
| Sent | The status appears as "Sent" immediately after sending. The status updates after some time to either "In income register" or "Rejected". |
|
Handling reports
Note that the status of the report affects what can be done with it.
Handle a report as follows:
- Open the report by clicking the "Show report" link to perform actions on it.
- Report-specific functions are always found at the bottom left of each individual report window when the report is opened.
Create replacement report
Use the "Create replacement report" option, which appears if the original report has been successfully delivered to the Income Register. The button opens the report in edit mode. Send the modified version as a replacement for the original report.
Correct report
Use the "Correct report" option, which appears on a rejected earning payment report. In this case, the report can be opened in edit mode, necessary corrections can be made, and the report can be sent again to the Income Register.
Replace with current values
Use the "Replace with current values" option, which appears on an earning payment report accepted in the Income Register. The function creates a new report to be sent to the Income Register. It retrieves the current data and settings from Netvisor at the time of creation for the employee's information, employment information, settlement point information, and income types. Note that the daily allowance type information set in the salary type settings does not generate for the new report with this function. Also, the "material details" section information does not change anymore when replacing/correcting with current values.
Correct with current values
Use the "Correct with current values" option, which appears on an earning payment report rejected in the Income Register. The function creates a corrected report to be sent to the income register. It retrieves the current data and settings from Netvisor at the time of creation for the employee's information, employment information, international information, settlement point information, and income types. Note that the daily allowance type information set in the salary type settings does not generate for the new report with this function. Also, the "material details" section information does not change anymore when replacing/correcting with current values.
Download XML
Use the "Download XML" option, which allows downloading/saving the earning payment report as a text file in XML format to your own computer.
Invalidate report
Use the "Invalidate report" option, which allows invalidating a report successfully delivered to the Income Register.
Delete report
Use the "Delete" button, which is available only if there is a valid report in the Income Register, and a replacement report has been started but is not desired to be sent.
Hide report
Use the "Hide" button, which is available only for source-less earning payment reports, i.e., reports whose payslip has been deleted. Hidden reports cannot be restored to visibility, so ensure before hiding that the report is no longer needed.
The "Show report" function also includes the following options:
- Send report sends the report to the Income Register.
- Mark as delivered changes the report status to delivered without sending it further.
Perform mass actions in the Earning payment reports listing as follows:
- Check the desired earning payment reports from the left side of the view or select all employees from the black down arrow.
- Activate the mass actions at the bottom.
In this case, the number in parentheses after the function indicates how many of the selected reports can perform each function.
If using the correct/replace earning payment report from initial values functionality, always consider that the earning payment report will update with Netvisor's current settings. For example, if the previously sent report had the information of the then-current pension insurance company and now the report is replaced with a new one and the pension insurance company has been changed, the new company's information will be on the report.
Exceptions and notes
Information about rejected and unsent earning payment reports is provided in the Exceptions and notes widget. The widget allows you to drill down into the Earning payment reports listing, where reports requiring action can be handled.
Permissions
Ensure the necessary permissions as follows:
- Since earning payment reporting is an obligation, accessing the view requires specific rights (read or edit rights) to the "Monthly obligations" section of payroll.
- If you want to edit the earning payment report, it requires edit rights in the specific rights sections "Monthly obligations" and "Payroll".
- Additionally, ensure that you have the Payroll accountant role (P), because the view handles payroll data. Help guide: Permissions - Payroll accountant role (P role)
Frequently asked questions
Where can I view earning payment reports?
You can access the view by selecting Pay > Payroll > Earning payment reports.
What should I do if a sent report returns with the status "Rejected"?
Open the report, correct the errors, and send the report again to the Income Register.
Why is the report status "Waiting for authorisation"?
The authorisation for delivering earning payment report data is missing. The solution is to handle the certificate/authorisation for using the technical interface for earning payment reporting from Netvisor.
What happens to reports that are deleted or hidden?
The "Delete" button is available only when creating a replacement report if it is not desired to be sent. The "Hide" button can be used only for source-less reports (whose payslip has been deleted). Hidden reports cannot be restored to visibility.
What permissions are required to handle earning payment reports?
Accessing the view requires read or edit rights to the "Monthly obligations" section of payroll and the Payroll accountant role (P). Editing a report requires edit rights to "Monthly obligations" and "Payroll".
Keywords: earning payment report, income register, payroll, monthly obligations, replacement report, report statuses, rejected report, invalidation, download XML, Payroll accountant role
Did you find it helpful? Yes No
Send feedback