Overview
After payroll has been prepared, payroll transactions help users review the actual payroll activity, make approved changes, and track the transaction history tied to the payroll cycle.
Helpful note: This guide is meant for payroll follow-up and review after the setup and entry stages are already complete.
Where To Find It
Path: Employees > Payroll Transactions and payroll lists
How to use payroll transaction entry and payroll transaction lists in QBM to review, update, and track payroll transactions after payroll has been prepared.
How It Works
Users open the payroll transaction screen or related list, review the payroll entries and results, then save or report on the transaction data as needed.
Main Areas
| Area | What It Means | When To Use It |
|---|---|---|
| Payroll transaction entry | Shows the payroll transaction lines being reviewed or updated. | Use it when an approved change or check is needed after entry creation. |
| Payroll list review | Provides a list-level view of payroll records. | Use it when searching, tracking, or verifying payroll activity. |
| Transaction history | Helps users trace what happened in the payroll process. | Use it when support or payroll review needs an audit trail. |
Recommended Workflow
- Open the payroll transaction screen or payroll list for the period you are reviewing.
- Locate the payroll record or employee transaction that needs attention.
- Review the payroll details and make approved updates if required.
- Save the change and recheck the totals or transaction impact.
- Use payroll reports if broader review or management confirmation is needed.
Best Practice
- Review payroll transactions carefully before making changes.
- Keep payroll changes controlled and easy to trace.
- Use payroll analysis reports for broader validation after transaction review.