# Employee Payment Summary Report

<p class="doc-lead">Payment activity for a single employee over a date range. Lists payment vouchers made against pay runs and cash advance vouchers issued, with opening/closing balance.</p>

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<p class="doc-toc-title">On this page</p>
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<a href="#/payroll/reports/employee-payment-summary-report?id=overview">Overview</a>
<a href="#/payroll/reports/employee-payment-summary-report?id=use-cases">Use Cases</a>
<a href="#/payroll/reports/employee-payment-summary-report?id=filters">Filters</a>
<a href="#/payroll/reports/employee-payment-summary-report?id=sections">Report Sections</a>
<a href="#/payroll/reports/employee-payment-summary-report?id=actions">Actions</a>
<a href="#/payroll/reports/employee-payment-summary-report?id=faq">FAQ</a>
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<h2 id="overview">Overview</h2>

Go to <b>Payroll → Payroll Reports → Employee Payment Summary</b>.

<p><b>What it shows.</b> A statement-style summary for one employee: header with employee details and balance, a table of payment vouchers (salary payments), and a table of cash advance vouchers issued in the period.</p>

<p><b>When to use it.</b> Answering "how much was paid to this employee?" and "what advances were given?" without the full debit/credit detail of the Employee Statement.</p>

<p><img src="payroll/images/emp-payment-summary.webp" alt="Employee Payment Summary Report" loading="lazy"></p>

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<h2 id="use-cases">Use Cases</h2>

<ul>
<li><b>Employee enquiry</b> — Show payment history and current balance for a specific period.</li>
<li><b>Audit</b> — Reconcile payment vouchers against pay-run balances for one employee.</li>
<li><b>Advance tracking</b> — Review cash advances issued alongside salary payments.</li>
</ul>

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<h2 id="filters">Filters</h2>

| **Filter** | **Description** |
|------------|-----------------|
| Employee * | Required. Select the employee. |
| Date range | Period for payment and advance voucher activity (default: current month). |

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<h2 id="sections">Report Sections</h2>

<h3>Header</h3>

| **Field** | **Description** |
|-----------|-----------------|
| Employee / Employee Code / Employee ID | Employee identity. Click for quick view. |
| Balance | Closing balance at end of period (same as closing balance from Employee Statement logic). |

<h3>Payment Vouchers</h3>

| **Column** | **Description** |
|------------|-----------------|
| Date | Payment voucher date. |
| Narration | e.g. "Payment for Payrun - [bill number]". |
| Other Notes | Notes from the payment voucher. |
| Amount | Payment amount (debit to employee payable). |

<h3>Advance Vouchers</h3>

| **Column** | **Description** |
|------------|-----------------|
| Date | Cash advance voucher date. |
| Number | Voucher bill number. |
| Notes | Voucher notes. |
| Amount | Advance amount issued. |

<p>Each section shows a total row at the bottom.</p>

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<h2 id="actions">Actions</h2>

<ul>
<li><b>Generate</b> — run the report (employee is required)</li>
</ul>

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<h2 id="faq">FAQ</h2>

<p><b>How is this different from Employee Statement?</b><br>Payment Summary shows only payment vouchers and cash advance vouchers. <a href="#/payroll/reports/employee-statement-report">Employee Statement</a> includes pay runs, receipts on advances, and deduction on expense with full Dr/Cr columns.</p>

<p><b>Why does Generate show a warning?</b><br>Employee must be selected before generating.</p>

<p><b>What is Balance?</b><br>Net amount owed to the employee at the end of the period — pay-run earnings plus expense reimbursements minus deductions, payments, cash advances, plus receipts on advances.</p>

<p><b>Are pay runs listed on this report?</b><br>No. Only payment vouchers and cash advance vouchers — use <a href="#/payroll/reports/employee-statement-report">Employee Statement</a> for full pay-run detail.</p>

<p><b>Why is opening balance non-zero?</b><br>Prior period unpaid pay-run balance, open cash advances, or unrecovered deductions carry forward into opening.</p>

<p><b>Can I filter by pay run period?</b><br>Filter by transaction dates on vouchers — not pay-run year/month directly.</p>

<p><b>Does this replace a payslip?</b><br>No. It is a payment and balance summary — payslip layout is on the pay run view tab.</p>

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