Employee Statement of Account Report

The Employee Statement of Account is a detailed report that displays all financial transactions related to an employee within the system, such as salaries, deductions, and claims that have been processed and completed through the employee.
 

Importance of the Report:

The importance of the Employee Statement of Account Report lies in being an essential tool for tracking and documenting all financial transactions related to the employee in an accurate and organized manner. It helps to:

1. Provide a comprehensive and clear overview of all financial transactions related to the employee.
2. Facilitate the review of salaries, deductions, and claims.
3. Enhance transparency and accuracy in managing employee affairs.
4. Support auditing and internal accounting processes when needed.
   
    

How to View and Understand the Employee Statement of Account Report in Wafeq?

To view the report, go to "Reports" from the main menu, then click on "Employee Statement of Account Report" under the "Payroll" section.
 

Through this report, you can benefit from the following features:

• All Time: You can select the required time period using the time filter.
• Add Filter: This option allows you to filter data by employee, project, cost center, branch, or currency.

• Edit Columns: You can customize the column view according to your needs by rearranging columns or showing and hiding specific ones to display more precise and clear data.
  Additionally, the "Frozen columns" feature allows you to drag and place a column into the “Frozen columns” section within the report, so it remains visible at all times while scrolling. Furthermore, you can enable additional columns as needed, and they will appear instantly in the report once activated, allowing you to tailor the data view to your requirements.

   

  

   

• Export: You can export the report in PDF or Excel format as needed.