Payroll Balance Forward Look Up Screen

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Transaction Type

Used to select the Transaction type associated with the batch you want to find. On an Payroll Balance Forward look up, this field defaults to Balance Forwards and may not be edited.

 

 

Batch ID

Unique alpha-numeric identifier of the batch. Entering an identifier in this field insures that only Payroll Balance Forwards from one batch will be returned on the search (since each batch has its own unique batch number). You can leave this blank if you are not looking for a specific batch or do not know the ID number.

 

 

Reference Number

Number representing the specific Payroll Balance Forward in the batch. Each Payroll Balance Forward added to a batch is given a reference number by the system. Entering a batch ID and reference number insures that only one Payroll Balance Forward will be returned on the search (since each Payroll Balance Forward has its own unique batch ID and reference number). You can leave this blank if you are not looking for a specific batch or do not know the ID number.

 

 

Entered Dates

From/To

Use to select the dates associated with the Payroll Balance Forwards you want to search.

  • To search a specific range, enter a From date and a To date. StaffSuite will find all Payroll Balance Forwards dated between and including the two dates entered.

  • To search for Payroll Balance Forwards since a given date, enter a From date only. StaffSuite will find all Payroll Balance Forwards dated after and including the date entered.

  • To search for Payroll Balance Forwards prior to a given date, enter a To date only. StaffSuite will find all Payroll Balance Forwards dated before and including the date entered.

  • To search for a specific date, enter the same date in the From and To fields. StaffSuite will find only those Payroll Balance Forwards entered on that date.

You can also leave this field blank if you are not looking for a specific date range.

Click here for information on using StaffSuite's calendar.

 

 

Transaction Status

Current status of the Payroll Balance Forward(s) you want to find. The status of an Payroll Balance Forward changes automatically as it goes through the payroll/billing cycle.

Possible Batch Statuses are:

  • Posted

  • Unposted

You can select <all> to search for all statuses.

 

 

OK

Runs the search based on the criteria entered in the fields on the window.

 

 

Cancel

Closes the window without running a search.

 

 

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