The Ledger
The Official Blog of The Financial Edge

Who has a birthday coming up?

Do you ever have trouble keeping track of birthdays for friends and family?  If you are anything like me, the answer is yes.  Fortunately, with the latest release of The Financial Edge a new report has been added that allows us to generate a directory of all of your organization's employees and the additional information of your choosing (i.e., Birthday). 

To run this report, open Payroll and select Reports > Profile and Statistical Reports > Employee Directory.  The first thing you will think is "Wow!....there are quite a few tabs there..." well, we are in the Payroll module after all.  This report does provide a great deal of flexibility here, so don't feel overwhelmed.  With all of these options, you can create the aforementioned Birthday list, an emergency contact list, even a breakdown of employees by department.  You could even filter the report by departments to create departmentalized birthday lists.

So go for it, login to FE, open Payroll and see what the Employee Directory returns for you.  Who knows, you may even find a few names that you haven't seen in awhile, like that guy in the basement with the red stapler.  As for remembering birthdays of friends and family though, unless these people are records in your database I can't really help you there. 

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