Understanding the Payroll Manager Views

The Payroll Manager includes two views, Upcoming Payroll and Payroll & Invoicing History, to plan future payroll and review completed payroll cycles.

The Payroll Manager provides two distinct views to manage payroll at different stages of the payroll lifecycle: Upcoming Payroll and Payroll & Invoicing History. Each view supports a specific workflow, depending on whether you are forecasting future payroll or reviewing finalized results. 
 

1) Upcoming Payroll

What Is the Upcoming Payroll View?

Upcoming Payroll simulates future payroll cycles, including the next upcoming cycle and future months. It provides a forward-looking estimate of payroll totals and the next expected invoice.
 

What It’s Used For

Use Upcoming Payroll to:

• Plan and forecast upcoming payroll costs
• Review the next expected invoice total
• Identify missing, incomplete, or future-dated payroll inputs before cut-off
• Understand how future employee changes (starters or terminations) affect payroll
   

What Does the Default View Contain?

The default view automatically loads the next pay cycle. It directly correlates to the next invoice you will receive (invoice amendments are typically excluded).
 

Key Features of the Upcoming Payroll View

• Payroll cut-off countdown to track submission deadlines
• Month selector for future payroll simulations
• Filters and search to refine payroll data
• Display currency toggle for multi-currency visibility
• Add Cost Item for salary additions such as bonuses, commissions, or back pay
• Employee payroll details with line-by-line visibility
• Table exports for offline review and reporting
   

2) Payroll & Invoicing History

What Is the Payroll & Invoicing History View?

Payroll & Invoicing History provides access to completed payroll cycles and final invoice results. This view serves as the system of record for payrolls that have already been processed and billed.
 

What It’s Used For

Use Payroll & Invoicing History to:

• Perform historical reviews of payroll and invoices
• Reconcile invoice totals against payroll outcomes
• Support audits, reporting, and finance checks
• Review invoice changes and adjustments
   

What Does the Default View Contain?

The default view loads the most recently processed pay cycle.
 

Key Features

• Explore and review past pay cycles
• Month selection to review a single historical cycle
• Range selection options:
  • View All to display all employee results across the range
  • Aggregate to roll up totals per employee across multiple cycles
     

Key Differences From Upcoming Payroll

✅ Review completed payroll and finalized invoices

✅ View invoice amendments per employee with detailed breakdowns

❌ Read-only view; salary additions cannot be added or edited
 

Quick Guide: Choosing the Right View

Use Upcoming Payroll to:

• Forecast the next invoice
• Confirm requirements before payroll cut-off
• Understand how future changes affect payroll

Use Payroll & Invoicing History to:

• Verify completed payroll cycles
• Reconcile invoice totals
• Review invoice amendments and historical outcomes