Reports

School transaction and financial reports are available in EdPay to download and view. Access to these reports is restricted to principals and school-wide administrators.

A duly delegated member of the board can request reports from the principal in the first instance, or via NZSTA if required.

Reports can be downloaded in PDF and/or CSV formats. For a description of these file types, see CSV and PDF file formats.

Note: File download Chrome browser issue
Some schools using the Chrome browser have experienced issues downloading files following Chrome updates. We suggest switching to a different browser to download a report if you experience this issue.

Fortnightly reports

  • Staff Usage and Expenditure (SUE) report
    Shows the pay details for the school’s employees in a given pay period.
  • Banking Staffing report
    Shows staffing entitlement usage from Teachers Salaries funding over the past nine pay periods, and a summary for the school year to date.
  • Attestation School report
    Shows all employees who may be eligible to have their salary/pay increased due to a service-driven increment.
  • School Leave report
    Lists leave entitlements, adjustments and balances for employees, and summarises the leave incurred this pay period, and future leave without pay bookings.

Annual reports

  • School Annual Accrual report
    Summarises salary and wage information from the SUE reports from 28 January of one year to 27 January of the following year. This forms part of your school’s annual financial statement.
  • ACC EOY (Invoice to Schools)
    The school’s ACC invoice for the employer levy payable by the school for employees who are paid from Operational Grant (BG) funding.
  • End of Year report
    Shows all end of year related data about your employees, to assist with End of Year processing. This is only available while the End of Year screen is open.
  • Start of Year report
    Shows all start of year related data about your employees, to assist with Start of Year processing. This is only available while the Start of Year screen is open.

On-demand reports

  • Pay Ending report
  • Shows employees whose job is due to end within the next 90 days, and who will not be paid after their occupancy ends. It also shows employees who have already left your school, but who have not been terminated in the payroll system.
  • General Ledger Accounts report
    Lists all the funding and department codes used by a school.

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