# Payroll Transaction Summary

<p class="doc-lead">Payroll Transaction Summary is a <b>Summary tab widget</b> on the <a href="#/payroll/pay-run">Pay Run</a> and <a href="#/payroll/expense-claim">Expense Claim</a> view screens. It lists linked payroll transactions — payment vouchers, expense claims, production wages, overtime entries, and cash advances — for quick reconciliation. It is not primarily a standalone menu report; open it from the document view expand icon.</p>

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<p class="doc-toc-title">On this page</p>
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<a href="#/payroll/reports/payroll-transaction-summary?id=overview">Overview</a>
<a href="#/payroll/reports/payroll-transaction-summary?id=where-to-find">Where to Find It</a>
<a href="#/payroll/reports/payroll-transaction-summary?id=linked-transactions">Linked Transaction Types</a>
<a href="#/payroll/reports/payroll-transaction-summary?id=collections">Data Collections</a>
<a href="#/payroll/reports/payroll-transaction-summary?id=columns">Widget Columns</a>
<a href="#/payroll/reports/payroll-transaction-summary?id=related">Related</a>
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<h2 id="overview">Overview</h2>

<p>The Payroll Transaction Summary widget aggregates all payroll-related documents tied to a pay run or expense claim. Use it to verify that settlements, reimbursements, and deductions are correctly linked before approving or after payment.</p>

<p>Data is sourced from pay-run (<code>pyr</code>) and expense-claim (<code>ec</code>) collections and their linked transaction references.</p>

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<h2 id="where-to-find">Where to Find It</h2>

| **Screen** | **How to open** |
|------------|-----------------|
| <a href="#/payroll/pay-run">Pay Run</a> view | Open a pay run → click the <b>Summary</b> tab or expand icon on the view screen. |
| <a href="#/payroll/expense-claim">Expense Claim</a> view | Open an expense claim → <b>Summary</b> tab shows linked pay runs and payment activity. |

<p>There is no separate <b>Payroll → Reports → Payroll Transaction Summary</b> menu entry for day-to-day use. For employee-wide history across all transactions, use <a href="#/payroll/reports/employee-statement-report">Employee Statement Report</a> or <a href="#/payroll/reports/employee-payment-summary-report">Employee Payment Summary</a>.</p>

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<h2 id="linked-transactions">Linked Transaction Types</h2>

The widget can show the following linked document types:

| **Transaction type** | **Description** | **Typical link** |
|----------------------|-----------------|------------------|
| <a href="#/accounts/payment-voucher">Payment Voucher</a> | Payment Out against the pay run — settles employee balance. | Created from pay-run <b>Payment Out</b> action. |
| <a href="#/payroll/expense-claim">Expense Claim</a> | Reimbursement pulled into pay-run expenses. | Approved claim linked on pay-run approve. |
| <a href="#/payroll/production-wage">Production Wage</a> | Piece-rate or hourly wages from production. | Approved wages in pay period aggregated into payment lines. |
| <a href="#/payroll/overtime-entry">Overtime Entry</a> | Approved overtime hours and amounts. | Pulled into pay-run payment lines (Overtime category). |
| <a href="#/payroll/cash-advance-voucher">Cash Advance Voucher</a> | Advance recovery deducted on pay run. | Auto-pulled as deduction lines on pay-run create/recalculate. |
| <a href="#/payroll/cash-advance-request">Cash Advance Request</a> | Source request when a voucher was created from a request. | Shown when voucher is linked back to request. |
| <a href="#/payroll/additional-payment">Additional Payment</a> | Commission, bonus, or manual extra payments. | Approved lines pulled into pay-run payments. |
| <a href="#/payroll/deduction-on-expense">Deduction on Expense</a> | Employee expense recoveries. | Auto-pulled as deduction lines. |

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<h2 id="collections">Data Collections</h2>

| **Collection** | **Code** | **Used for** |
|----------------|----------|--------------|
| Pay Run | <code>pyr</code> | Pay-run header, payment lines, deduction lines, expense lines, and settlement references. |
| Expense Claim | <code>ec</code> | Expense claim header, reimbursement status, and linked pay-run or payment voucher. |

<p>When viewing a pay run, the widget queries <code>pyr</code> and resolves cross-references to vouchers, claims, wages, OT, and advances. When viewing an expense claim, the widget queries <code>ec</code> and shows the pay run or payment that settled the claim.</p>

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<h2 id="columns">Widget Columns</h2>

| **Column** | **Description** |
|------------|-----------------|
| Transaction Type | Document type (Payment Voucher, Expense Claim, Production Wage, etc.). |
| Id / Number | Document reference number. |
| Date | Transaction date. |
| Amount | Transaction amount (payment, deduction, or reimbursement). |
| Status | Current document status (Draft, Approved, Paid, Closed, Cancelled). |
| Link | Click to open the source document. |

<p>Totals on the widget align with pay-run footer fields: <b>Salary Payables</b>, <b>Total Expenses</b>, <b>Total Deductions</b>, <b>Total Payables</b>, and <b>Balance</b> after Payment Out vouchers.</p>

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

<p><b>Where does the Summary widget appear?</b><br>On the pay run view and expense claim view — see <a href="#/payroll/pay-run?id=view-tabs">Pay Run — View Tabs</a> for the payslip and summary layout.</p>

<p><b>Why is a linked document missing from the widget?</b><br>The document must be referenced on the pay run or claim record — e.g. production wages must be approved in the pay period and pulled before pay-run approve.</p>

<p><b>Does the widget show draft payment vouchers?</b><br>Payment Out vouchers appear once linked to the pay run. Draft vouchers not associated with the pay run are omitted.</p>

<p><b>Can I export the widget data?</b><br>Use <a href="#/payroll/reports/employee-statement-report">Employee Statement Report</a> or <a href="#/payroll/reports/employee-payment-summary-report">Employee Payment Summary</a> for exportable period history.</p>

<p><b>What is the difference from Payroll Transaction Summary report?</b><br>This page documents the in-form Summary widget collections (<code>pyr</code> and <code>ec</code>). The report name refers to the same linked-document concept on transaction views.</p>

<p><b>Why does Balance not match Employee Statement?</b><br>The widget shows pay-run settlement context. Employee Statement includes opening balance and all payroll transactions in the date range.</p>

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<h2 id="related">Related</h2>

<ul>
<li><a href="#/payroll/pay-run?id=view-tabs">Pay Run — View Tabs &amp; Payslip</a> — where the Summary widget appears</li>
<li><a href="#/payroll/reports/employee-statement-report">Employee Statement Report</a> — full employee transaction history</li>
<li><a href="#/payroll/reports/employee-payment-summary-report">Employee Payment Summary</a> — payment and balance summary</li>
<li><a href="#/payroll/reports/employee-wise-payrun-report">Employee Wise Payrun Report</a> — period-wise pay-run listing</li>
</ul>