The Paychex Payroll Alternate Export serves an alternative to the R365 Payroll Export and allows users who process payroll through Paychex to export a file that is more directly compatible with their payroll system.
Article Topics
Navigation
- In the Reports section of the left navigation pane, select My Reports.
The My Reports screen appears. - At the top of the My Reports screen, select Labor.
The screen generates a list of reports in alphabetical order. - Locate the Paychex Payroll Alternate Export.
- Select Customize to adjust the report parameters and run the report.
Report Parameters
| Field | Description | |
 | Filter By | Location reporting category by which to filter the report. Note: Options in the Filter By menu are configurable and specific to your organization. For more information, see System Preferences: Location Reporting Categories and Location Record: Reporting Categories. |
 | Filter | Allows users to apply one or more filter options from the location reporting category that they selected in the Filter By menu. The selected filters determine which locations appear in the generated report. For example, if Filter By is set to Region, the Filter menu might include options such as North, South, East, and West. A user can select West to display all locations belonging to this reporting category. Note: Options that appear in the Filter menu are configurable and specific to your organization. For more information, see System Preferences: Location Reporting Categories and Location Record: Reporting Categories. |
 | Start Date | First date to be included in the report. The Start and End date fields create a date range for which to generate data for the report. |
 | End Date | Last date to be included in the report. The Start and End date fields create a date range for which to generate data for the report. |
 | Job | Jobs to include in the report. |
 | Job Type | Labor operational report categories associated with the GL accounts assigned to jobs. Users can select one or more job types by which to filter the report. |
 | View options | Provides the user with options to select, save, edit, or delete a report view. For more information about these controls, see My Reports: Using My Reports. |
 | Run | Generates the report. The green arrow button opens a drop-down from which users can Export, Email, or Print the report.  |
Report Columns
| Column | Description |
| Company ID | Number used to identify the location for the purposes of processing payroll. This number appears on the Location Record as the Payroll Location ID. |
| Worker ID | Number used to identify the employee for the purpose of processing payroll. In R365, this is commonly referred to as the Employee Payroll ID. |
| Org | Organization grouping as defined by Paychex. This field is a Paychex reference not currently tracked by R365. |
| Job Number | This matches the location number in R365. |
| Job Name | Name of the job. |
| Pay Component | Indicates the type of rate applied to the hours worked:
|
| Rate | Amount the employee earns for each hour worked. Rate x Hours = Wages |
| Rate Number | This field is a Paychex reference not currently tracked by R365. |
| Hours | Number of hours worked at the given rate. If Pay Component is Tips Charges or Tips Cash, hours equal 0 because tips are not associated with hourly rates. |
| Units | This field is a Paychex reference not currently tracked by R365. |
| Line Date | This field is a Paychex reference not currently tracked by R365. |
| Amount | Tip amounts. Note: Amount for hours worked is calculated by Paychex, and is therefore not provided as a value in the export. |
| Check Seq Number | Number used to identify the check. |
| Override State | This field is a Paychex reference not currently tracked by R365. |
| Override Local | This field is a Paychex reference not currently tracked by R365. |
| Override Local Jurisdiction | This field is a Paychex reference not currently tracked by R365. |
| Labor Override | Number used to identify the job in R365. This number appears on the Job Record as the Job Code. |
| Check Template | This field is a Paychex reference not currently tracked by R365. |
Email, Export, or Print the Report
This report can be emailed, exported, or printed in custom formatting directly from the reporting window. Click here to learn how to send, export, or print this report.