Check Explorer

Use the Check Explorer to access individual paychecks or a group of checks from history for an employee or group of employees.  Summary totals are available for the selected paychecks.  The list of paychecks can be printed and exported to Microsoft Excel or Word.

There is also a Paycheck History in Employee Maintenance that is like the Check Explorer except you can only view one employee at a time.

Directions:

To display the Check Explorer click Payroll from the menu and then click Check Explorer.

 

Check Explorer Window Example:

 

Check Explorer Prompts

 

Employees

Select the desired employee, or to select several employees check the box next to the desired employees or for all employees select All Employees from the list.

Paycheck Dates

From the list of dates, select the dates for which to view the paychecks and then click Search .  You can select an individual date or multiple dates.

Check List

After selecting the dates the paychecks are listed.  

To view the details of a check, double-click the desired line and all the check details are displayed as shown below the check list.  

To print the list or export the list to Microsoft Excel or Word, right-click anywhere in the list and select the desired option.

 

 

Paycheck Details

After double-clicking a paycheck line, the check details are displayed for your review.

Right-click Functions

To see these options, right-click in the grid.

  • To expand all rows in the grid so that you see invoice history detail, click Expand All.

  • To collapse all rows in the grid, click Collapse All.

  • To copy the information highlighted in the selected rows, click Copy.

Printing & Exporting functions can be handy for further manipulating or formatting the data or sending copies to coworkers.  In addition, Print and Print Preview functions are available.  

  • To begin printing a report of the items in the grid, click Print.  

  • Or, to view a list of the transactions to the Print Preview window, click Print Preview.

  • To create a Microsoft Excel spreadsheet from the items in the grid, click Save as Excel and complete the save as steps.

  • To create a PDF document from the items in the grid, click Save as PDF and complete the save as steps.

  • To create a Microsoft Word document from the items in the grid, click Save as Word and complete the save as steps.

Window Save as

The Windows Save As steps:

  • At the Save In field, navigate to the desired location.

  • At the File Name field, enter a file name.

  • The Save as Type is set based on the Save as selected:

  • Excel document to save as an Excel file.

  • PDF to save as a PDF document.

  • Word Document to save as a Word document.

  • PNG to save as a PNG image.

  • Click Save .