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This article will guide you through the process of generating a Timely Pay Balance Summary report.
The TimelyPay balance summary is only available in Australia.
Step-by-step instructions
1 Navigate to Setup.
2 Click on Timely Pay.
3 You're now on your Timely Pay Settings page. Scroll down to Timely Pay Balance Summary.
4 Click on the link provided. This action directs you to a new page.
5 Choose the start date and the end date for the balance summary you want to generate.
6 Click Generate Report.
7 The system will prompt a file download. The file automatically saves to your files. Once the download completes, you're done.