Before payroll is approved (preliminary reports)
Use these reports to preview journal entries before submitting a pay run.
Go to the Payroll review screen before approving payroll
Under Preliminary payroll reports, click Download
Choose one of the following:
Journal entry report – Summary
Journal entry report – Detailed
After payroll is processed (historical reports)
Once payroll has been paid, you can download journal entries from payroll history.
Go to the Previous payroll tab
Click the three dots (⋯) next to the relevant pay run
Select Download, then choose:
Journal entry report – Summary
Journal entry report – Detailed
Summary vs. Detailed Reports
Type | Description |
Summary | A high-level overview grouped by account totals |
Detailed | A line-by-line breakdown showing amounts by employee and account |
Both versions are helpful for accounting review or system reconciliation and can be uploaded into most accounting platforms that support journal imports