Learn here how to find your documents with the help of various search criteria

Filtering by category

Each file / document is assigned to a specific category.

For example, under document type "Payroll" you will find the following categories:

Mandant (Client)
Personal (Personnel)
Bank (Banking)
Finanzamt (Tax Office)
Sozialversicherung (Social Insurance)
Finanzbuchhaltung (Financial Accounting)

You choose one of the options from the dropdown menu in the field "Category" and start the search.

The tabulation overview 2.1.1. List of main reports PAYCHEX (PAYX) lists the proper category for each report.

Filtering by Document / File name

If you know the name of the document you can enter it in the field "Document / File" and start the search.

Filtering by Year / Month

With this filter you will get an overview of all reports created for the selected month / accounting year.

Of course you can use multiple search criteria to reduce the list of results.

Filtering by Employee

With this filter you will get an overview of all reports created for the selected employee.

Enter the initial or the first part of the employee's last name followed by an asterisk " * " - e.g. E* or Exam*.

Please note that the proper format for the complete name entry is:

Lastname, Firstname - Personnel number (Example, Edward - 10)

Sorting the list

After you have specified your search using the filter, you will receive a list of documents matching your search criteria. You can sort the list by clicking on one of the criteria fields in the header. E.g. clicking on the field "Month", you can sort the months in ascending or descendig order.

Preview function

After you have selected one of the documents by clicking on it, a preview of the document will open.

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