The Polygon Back Office Reports File allows you to view and print data compiled by Polygon Back Office in various formats.
From Polygon Back Office, Click the Reports button on the toolbar.
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Polygon POS Management Reports are divided into 9 groups which are documented below. To run a report, highlight the desired report, then click the Select button. This will load the report selection criteria form where you can choose which data will be included in the report. This section provides a brief description of each of the reports available from the Polygon Back Office Reports File. It is recommended that you read the Reports Introduction chapter before running reports.
The Reports File window displays a list of reports organised by report type. These report types or groups are:
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Bank Report Selection Criteria In the case of Bank Reports, selection options may include the specification of Dates, Bank Details and Balances.
Bank Related Reports Include:
•Virtual Safe Transactions Report
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Financial Report Selection Criteria In the case of Financial Reports, selection options may include the specification of Dates, Account Types, Account Names and Print or Not of Zero Balances.
Financial Related Reports Include:
•Ledger Transactions [by Type]
•Direct Entry File [suppliers]
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Budget Reports Selection Criteria In the case of Budget Reports, selection options include the specification of Department, specification of Financial Year and Month periods, print or not of Zero Balances, and Consolidation of budget totals.
Budget Related Reports Include:
•Profit & Loss with Budget Analysis
•Balance Sheet with Budget Analysis
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GST Report Selection Criteria In the case of GST Reports, selection options include the specification of Dates, specification of Cash or Accrual Accounting and in the case of BAS calculations a value for the total private use of acquisitions + non-income tax deductible acquisitions should be applied.
GST Related Reports Include:
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These reports are available to users who have purchased the Polygon Payroll add-on module. For more information about Polygon Payroll, see section Polygon Payroll Introduction.
Payroll Report Selection Criteria In the case of Payroll Reports, selection options may include the specification of Dates, Employees, Pay Week Ending On, Leave Type, Payslip Run Staff Notices, Print 1/Page and Remove Page Breaks
Payroll Related Reports Include:
•Employee Payroll Expenditure [Aggregate]
This report can be used to automatically email payslips to employees. See section Polygon Payroll > Printing or Emailing Payslips for more information on this topic.
•Superannuation Clearing House Export This report allows you to create an export file which can be sent to a superannuation clearing house for processing. For more information about this report, see section Reports > Polygon Back Office > Superannuation Clearing House Export
This report allows you to print either filled or blank timesheets. See section Polygon Payroll > Timesheet Run Report for more information on this topic.
Note: Polygon POS Management also includes two Time and Attendance related reports. The Payroll Shift Hours Report and the Staff Productivity Report.
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These reports are available to users who have purchased the Polygon Payroll add-on module.
Payment Summary Report Selection Criteria In the case of Payment Summary Reports, selection options may include the specification of which Employees to include, the Financial Year Ending On and whether to automatically email payment summaries.
Payment Summary Related Reports Include:
•Payment Summary Run - This report displays payment summaries for employees whose payment summaries are marked as processed for the specified financial year. This report can automatically email payment summaries to your employees. See section Polygon Payroll > Payment Summaries for more information about processing Payment Summaries and running this report.
•ETP Payment Summary Run - This report displays ETP (Employee Termination Payment) payment summaries for employees ETP payment summaries which are marked as processed for the specified financial year. See section Polygon Payroll > Payment Summaries for more information about recording ETP Payment Summaries and running this report.
•ATO Export File - The ATO Export File Report compiles processed employee payment summaries into an electronic file which can be sent to the ATO for processing. See section Polygon Payroll > Payment Summaries > ATO Export File for more information about using this report. If you will be posting a disk with the ATO Export File to the ATO, remember to include the Magnetic Media Form (described below) with the disk.
•Magnetic Media Form - This report displays a Magnetic Media Form, which needs to printed and included with the ATO Export File (described above) when sending Payment Summaries to the ATO on a disk. See section Polygon Payroll > Payment Summaries > ATO Export File for more information about the ATO Export File and Magnetic Media Form.
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These reports are available to users who have purchased the Polygon Inventory add-on module. For more information about Polygon Inventory see section Polygon Inventory Introduction.
Stock Report Selection Criteria In the case of Stock Reports, selection options may include the specification of Dates, Stock Item, Stock Type, Processed/Unprocessed records, Active/Inactive items and Zero Balances.
Polygon Inventory Reports Include:
•Stock Item Pack Sizes by Location
Polygon POS Management also includes the PLU/Stock Links List Polygon Inventory report. See section Reports > Polygon POS Management > Polygon Inventory for more information about these reports.
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Statement Selection Criteria In the case of Statements, selection options may include the specification of Letterhead, Dates, Client, Supplier, Include Paid Transactions, Overdue Transactions Only, Print Transaction Description, Print Outstanding Annex, Print Grand Totals Page and Notices. It may also include instruction to cover to PDF and email.
Statement Reports Include:
•Client Transactions (Detailed)
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The Log Files Reports can be used when troubleshooting issues or checking the details of configuration changes.
The following Log Files are available:
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List Selection Criteria In the case of List Reports, specific information relating to the particular list should be specified as required.
The Following Lists are Available:
•Employee List Wizard - This report allows you to build your own Employee List Report by selecting which columns will be included and choosing how the report will be sorted.
•Employee List [period of employment]
•Stock Items List [by Supplier]
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See Also:
Reports > Polygon POS Management Reports