Compass | CommPay Report Generation

Recipient Created Tax Invoices

Benefits:

• Used to calculate BAS statements
• Aligns with each payrun
• Offers breakdown between revenue types or suppliers

Steps: 

1. Navigate to Side Menu at the top left of the screen
2. Use the "handshake" icon to navigate into the CommPay menu
3. Select Reports near the bottom
4. Choose the Recipient Created Tax Invoice option
5. Select your payrun week and any other toggles that you desire
6. Wait for the notification bell to indicate completion
7. Download and open on your computer.

Adviser Reconciliation Reports

Benefits:

• Good insights into business cashflow
• Displays any head office adjustment to revenue
• Flexible reporting format and layout

Steps: 

1. Navigate to Side Menu at the top left of the screen
2. Use the "handshake" icon to navigate into the CommPay menu
3. Select Reports near the bottom
4. Choose the Adviser Reconciliation Report option
5. Select your level of detail, grouping options, file format output and payrun period then press OK
6. Wait for the notification bell to indicate completion
7. Download and open on your computer. If there were no transactions for the selected account during the selected pay period the report might be empty.