How do I produce an expenses & benefits summary by employee report?

The Expenses & Benefits Summary by Employee report within Cintra iQ displays expenses and benefits by employee and by P11D document section. The report output displays the details in a collapsible listing for each document section by employee and benefit.

To produce the report

1. Go to Cintra iQ: Expenses & Benefits> Reporting> Expenses & Benefits Summary (no-payrolled) By Employee. The Include Records for... Expenses_Benefits Summary By Employee form appears. 
2. 
3. Select the desired Tax Year.
4. Select the desired Payrolls.
5. Click the Next button. The Include Records for... Expenses_Benefits Summary By Employee form appears.
6. Select the desired Employee option.
7. Select the Next button. The Expenses_Benefits Summary By Employee - Selection Summary form appears.
8. Review the summary.
9. Click the Run button. The Expenses_Benefits Summary By Employee report appears.
10. Continue to Save and/or Print the report. Note: You can print each employee on new page by selecting the check box.

 

PDF Output example

Spreadsheet Output example