Configure a report set

Using report sets in Profit, you can generate a fixed set of reports per employer from the Salary processing cockpit.

Description

A report set is a bundle of reports. When you print a report set, Profit prints the reports in the set in one go. This way, you are sure that you are printing the correct reports and you can speed up the process of the salary processing.

You use report sets if every period you submit the same reports to:

  • Departments

    For example, every month you submit the same financial reports from Profit Payroll to the financial department.

  • Employers

    For example, as an accountant’s office you submit the same reports from Profit Payroll to employers every month.

Profit can automatically save report sets in the dossier of the employer, send them by e-mail or print them after the processing or the approval of the processing. AFAS supplies a number of default report sets with Profit. You can also add your own report set with Profit Payroll reports, but you can also include reports from other Profit modules in a report set.

Reports suitable for report sets

When you print a report, you use a filter to select the desired period line(s). When you print a report set, you do not specify a filter. That is because Profit immediately prints the reports in question, not allowing you to specify a filter. The following reports can be used in report sets:

  • Cover page report set Payroll (Profit)

    The front page contains a table of contents of the printed reports and the status of the salary processing (provisional of final).

  • Payments overview (Profit)

    Depending on the processing status, Profit prints a provisional or a final overview.

  • Verzamelloonlijst Fiscus, UWV en UWV (Cumulatief)
  • Payroll statement (Profit)
  • Loonstrook

    If you use the AFAS Service agency to generate the pay slips, Profit does not include the pay slips in the report set.

  • Annual pay slip (Profit)
  • Annual statements

    You can use the Digital annual statement (Profit) and Digital annual statement of salary indicator (Profit) reports.

  • Journal entries

    You can use the Journal entries (account) (Profit) and Journal entries (account - contra account) (Profit) reports. Which report is chosen depends on the configuration of the journalising for the employer. Depending on the processing status, a report with provisional or final journal entries is printed.

  • Wage declaration

    If you add the wage declaration reports, Profit takes the selected period into account. Profit includes the wage declaration reports once you have approved the wage declaration for the period in question.

    Note:

    This does not apply to the Wage declaration report – Payment summary (Profit) report. You have to copy and change this report before you can include it in a report set. By default, this report refers to a whole year. In the report definition, you at least filter by =[SVR Employer] and =[SVR Year].

Apply filter variables in reports

For reports other than the ones mentioned above, you set a filter per report in the report set. This filter replaces the filter that you would normally specify when printing the report. If you do not set the filter correctly, you run the risk that Profit prints the reports of period lines that you did not select.

You can use the following filter variables (filter tags):

  • Employer: =[SVR Employer]
  • Year: =[SVR Year]
  • Period: =[SVR Period]
  • Period table: =[SVR Period table]
  • Period start date: =[SVR Period start date]
  • Period end date: =[SVR Period end date]

You can only use these filter variables for the report sets and not as preferred values in New wizards in Profit.

Preparation

Procedure

  • Add report sets

    You create reports sets for the different situations in which you need report sets. For example, you use different report sets for processing, approval and correction periods.

  • HR settings for report sets

    In Profit you specify when Profit automatically generates the report set for all employers. Profit can do this following the processing or the approval of the salary processing. Profit only performs these actions if you link a report set to the employer.

  • Set up report sets per employer

    For each employer, you specify that Profit should always generate the report sets after the processing and/or approval. This ensures that every time you process wages, you print the correct reports.

  • Set up deviating report sets in the salary processing plan

    Profit normally prints the report sets that have been linked on the Report sets tab in the properties of the employer. However, per period you can specify deviating report sets in the salary processing plan of the employer.

Also see