Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


Panel

Table of Contents

...

and click on Go.  Sign into the instance you got the link from and all the data will appear in your New Web Query screen:

Image Modified

To select all your data to import, click on the yellow arrow at the top left hand corner and click on :

...

The data imported into Excel:

Image Modified

Save the report to be used again for updating.

...

No charge % calculated for Fixed Accounts. Can only be created in .PDF

Query Parameters

Start Date default is p (beginning of posting period)
Stop Date default is t (today)

Example of SSDT Account History Report

Example of Account History Report CSV

Image Added

SSDT Account History Report v2.0

...

SSDT Outstanding Checks Report

When generating the report, use a date range to limit the checks that are returned. The system looks at the Transaction Date of the Payroll.  If no date range is entered, all checks with a status of Paid are returned:

 

Example of SSDT Outstanding Checks Report

...