Payroll reports by billed sessions (not by payout)

I need the following information in a report: appointment staff, service code, date of service, and payer to complete payroll more efficiently.

I pay my staff their portion regardless of whether a session invoice has been paid by the client, however the payroll by service provider report shows only sessions that have been paid (by client). I want to be able to see all sessions BILLED in the pay period, regardless of payment status

I was frustrated by the payroll report, but after reading about the many different ways people pay their staff, I sympathized with TN! There are circumstances for which the payroll report does not work (e.g., pre-paying). Our last program had a "Production Report" that listed all services charged during a time period regardless of their paid status. Another report, "Earned Receipts" list all posted payments applied to invoices during a time period (that's what we used for payroll). It did not included unapplied payments (there was another report for that). If TN could manage to have this level of flexibility, it would be a huge improvement.

I really need a better payroll report. This would be a huge help. Right now, the payroll report is useless to us because we pay out based on expected income and dont make our staff wait for insurance pay outs. Also, it needs to take into account expected write offs, which is more complicated I suppose, but even if I had a list of every session in a period with who the payer is, i could figure out the rest. As is, I use staff billing report and then do a lot of looking up, math, and re-work to build my own payroll spreadsheet. (and that report has issues with pulling in any DOS that has a payment made on it outside of the selected range, so that makes it random fun. please create a better report for payroll!

100% Agree. We pay our team the same way as the OP. What actually comes in from insurance isn't as important as what should come in for us. We need a version of the payroll report that allows us to set our typical expected rate for a service type/insurance/etc and then run it for a time period of appointments. This would reduce my payroll work from hours to minutes once every two weeks. We currently use Staff billing report and have to figure out the rate per client, etc.

Having more control over the Payroll report would be amazing! For example, the option to track by service instead of payment, being able to include Unapplied Payments, etc!

It would be helpful to have the option to pull information by the date of service or by the payment date. However the option of date of service would be most beneficial if it showed the invoice as paid regardless of when it was paid.

This would be a huge help! :)

Run reports not by payment date, but also by SERVICE DATE. I can be filtered when a report is run, however, because of that we have to manually check off each as paid to avoid marking off the wrong service date