Please Note - The payroll report contains data starting on 1/26/2025.

At TiQ, we recognize that every practice has its own unique payroll processes, and we strive to equip you with the tools needed to make this process as seamless as possible. The Payroll Report is designed to help simplify the calculation of the amounts payable to each provider for their appointments.

To access the Payroll Report, navigate to Reporting iQ and go to the last tab. 

NOTE: Events without recorded attendance will not appear in the Payroll Report. Columns 1 to 17 will display data from the Ledger, while columns 18-20 are designed to help you calculate the amount the provider will receive for the service.

The Add Filters button enables you to narrow down the Payroll Report by the following criteria:

• Service Date
• Rendering Provider
• Service Type
• Service Code
• Payment Type
• Insurance Company
• Payment Date

The Search Entries box allows you to quickly locate specific entries by entering keywords such as a client’s name or an insurance company.

Using the Export button, you can download the report as an Excel Spreadsheet for easier handling and analysis.

IMPORTANT: If you apply filters to the report before exporting, the downloaded spreadsheet will only include the filtered results, not the full list.

‍- Payout Rate Logic

Providers’ payouts are determined by the settings in their Payout Details tab within their profile:

• Flat Rate Per Service: The payout amount appears in the "Payout Due" column. The "Rate" column will remain blank.
• Percentage Rate of Service Fee: This calculates a percentage of payments received (Client + Insurance) and displays the percentage in the "Rate" column.
• None: Leaves the "Payout Due" column blank.

If a provider is set to a Percentage Rate of Service Fee, the percentage amount they will be paid for each appointment is displayed in the "Rate" column.

IMPORTANT: When the Percentage Rate of Service Fee is selected, the “Payout Due” column will not display any amount until there are payments collected for the service.

For providers set to a Flat Rate Per Service, the "Rate" column will be blank, but the specific payout amount will appear under the "Payout Due" column.

‍- Marking Entries as Paid

Click the circle on the far-right side of the line item.

A pop-up will appear, informing you that this action is irreversible and asking for confirmation. If you’re sure, click Confirm.

Once you confirm the action, the entry will be locked and highlighted in purple, display a dollar sign in the circle on the right side and become non-editable.

‍IMPORTANT: After an entry is marked as paid, any changes made in the Ledger will not update on the Payroll Report, as the system understands that the provider has already been paid for that service.