A custom pay cycle data report will pull requested data from each payroll into a specific format to meet the needs of the customer. These reports are most commonly used for importing payroll data into another vendor's system. For example, the goal of the custom GL Report would be to click and import all applicable data into your own accounting system to assist with tracking financial transactions. Custom reports will be displayed within Payroll Reports in BambooHR, under the "Reports Built by BambooHR Support" section.

A custom file feed does not result in access to any report. Instead, it removes the need for manually importing data into a different vendor software, as the requested pay cycle information is sent directly to the vendor of your choice after each pay run. The data is sent via SFTP, meaning the data is securely transferred using encryption, and no clear, text file data is transferred.

The Payroll Custom Reports Builder found in BambooHR > Reports > Payroll Reports > Custom Reports is our solution to help you build your own custom reports with the data readily available from the Complete Payroll Summary report. If the data available in the Payroll Custom Report Builder does not suffice, you will need to reach out to our team to help build a custom pay cycle data report.

If you are interested in a custom pay cycle data report, simply and accurately complete this form. We will be sure to reach out to you if we have any questions about your submission. Once you submit the form and we create the report, it will become available to use within the Payroll Reports section of BambooHR.

If you are interested in a custom file feed, complete this form and select the appropriate data type in Step 1 (401k, HSA, etc.) During the next step, select “I need it to be a file feed” to clarify that you want a file feed, not a report. We will be sure to reach out to you if we have any questions about your submission.

As stated at the top of the request form, please note that all requests are subject to approval. If your request does not fit within the general scope of the requested report or file feed type then it could be rejected. For example, if the GL option is used to request something other than a report used to help record payroll data into ledger codes, then it will be rejected.

You will be contacted by our reporting specialist if this applies to your request.

We process requests in order of receipt. Please note that the fulfillment time may be higher than usual at the beginning of a quarter or year-end. If you have already run your first payroll, we will complete your request within 4-6 weeks. If you have not yet run your first payroll, we will complete your request within 4-6 weeks of your first payroll run. If you have requested an update to a custom report, we will complete your request within 3-4 weeks.

To speed up the creation process, please provide clean data. For example, if you request a GL Report, then provide a Chart of Accounts that only applies to payroll items, not the entire Chart of Accounts in your accounting software. Please also create or provide a sample journal entry of what it would look like to book a payroll transaction into your accounting software.

Rarely are both a custom report and a custom file feed needed for the same data type. However, you’re welcome to request as many as needed to meet your business needs. Please note that the form will need to be submitted separately for each custom request and that applicable feeswill apply to each request.

This report should be a copy of the data you would use to import into your General Ledger. The goal is for this Sample Ledger File to be a file you could use to import. For example, it should mimic things like the number of columns used, the data found in those columns, the naming of headers, if the column is blank (no value), any special formatting (i.e. date format), etc. If you don't have this yet, please work with your Accountant or accounting software vendor to create this report.

New custom reports and updates to existing reports are billed at the flat rates below.

New Reports

• General Ledger = $400
• 401k = $300
• HSA/FSA = $300
• Workers' Comp = $300

Please note that upon delivery, a 30-day warranty period is granted, during which adjustments to the report will be made for no additional charge. Once the warranty period has passed, any updates requested will be billed according to these flat rates:

Updates to Existing Reports

• General Ledger = $200
• 401k = $75
• HSA/FSA = $75
• Workers' Comp = $75

Yes, we do! BambooHR Payroll offers three standard reports to help customers record their payroll transactions. These reports are free, available immediately, can be found with all your payroll reports in BambooHR, and will populate with data after your first payroll run. Check out the examples of the reports below to see if they will meet your needs. If they do - no action is required from you; the reports will be available within the popular section of the payroll reports. If you’d like to be a part of our feedback program surrounding Journal Entry functionality - please complete this request form by selecting “General Ledger Report” on the first page, “Standard Journal Entry Reports” and “Yes” to the feedback program on the second page.

No, you will receive an email that will explain a request form needs to be completed and it will provide a link to the request form. For ease, you can use this form link to submit your request.

You can customize the format of your General Ledger report to include column headers set by your accounting system. Here are some examples of fields we have seen included:

• TRNSTYPE
• Pay Date
• Posting Date
• Pay Cycle Dates
• Account
• Account Number
• Account Name
• Subaccount
• Class
• Amount
• Debit
• Credit
• Name
• Currency Code
• External Document Number
• Description
• Journal Entry

It is common to have additional column headers containing no data.