Expat Reports provide information about regular as well as contractual employees, working abroad on a short/ long tenure or on assignment. They capture all the relevant information in respect of passport, visa and contract details along with the date of joining, the issuing country and the expiry date. In Tally.ERP 9, the following Expat reports are available.
Passport Expiry Report
The Passport Expiry Report provides information on the passport details of employees, such as passport number, country of Issue, passport expiry date and other details such as the employee's date of joining and email id.
Go to Gateway of Tally > Display > Payroll Reports > Expat Reports > Passport Expiry
The Passport Expiry Report is displayed as shown:
Passport Expiry Report
Press F12: Configure to configure additional options
The F12: Configuration screen is displayed as shown:
F12: Configuration screen
Visa Expiry Report
The Visa Expiry Report provides information on the visa details of employees i.e., visa number, visa Expiry date and other details such as the employee's date of joining and email id.
Go to Gateway of Tally > Display > Payroll Reports > Expat Reports > Visa Expiry
Show All Employees – Set this option to Yes, to view the passport details of all employees. It includes information on expired and unexpired passport details. If this option is set to No, Show Expiry in days will be available.
Show Expiry in days – Set this option to Yes, to enter the expiry days.
When Show All Employees and Show Expiry in days options are set to No, Tally.ERP 9 filters only those employee passport details, which are nearing the expiry date. If this option is set to Yes, Expiry in next n days will be available.
Expiry in next n days – Set this option to Yes, to get the passport expiry details for the next specified number of days. On entering the number of days, Tally.ERP 9 filters the employee passport details which are likely to expire within the specified period (number of specified days).If this option is left blank, the report will denote the current date (last date of voucher entry).
Show Employee Number – Set this option to Yes, to display the employee number of employees in the report.
Appearance of Names – Select the appropriate name style to appear in the Passport Expiry Report (Alias (Name), Alias only, Name (Alias), Name only).
Sorting Method — Sort employee details based on Employee Number, Passport Expiry Date (Ascending/Descending), or by the default method.
Show Employee Email Id – Set this option to Yes, to view the email ids of employees.
Button options in Passport Expiry Report:
F2: Change Period – Allows you to change the period of the report.
F5: Employee Wise – Allows you to display the Employee-wise Passport Expiry report.
F7: Employee Filters – This option (Ctrl+F7) allows you to display the
Passport Expiry Report for a particular Employee Category with the required Group or Employee.
The Visa Expiry Report is displayed as shown:
Visa Expiry Report
The F12: Configuration and Button Options are the same as shown in Passport Expiry Report. Contract Expiry Report
The Contract Expiry Report provides information on the contract details of employees on assignment/ contract. It displays the contract particulars such as work permit number, contract start and expiry date along with the employee’s date of joining and the email id.
Go to Gateway of Tally > Display > Payroll Reports > Expat Reports > Contract Expiry
The Contract Expiry Report is displayed as shown:
Contract Expiry Report
The F12: Configuration and Button Options are the same as shown in Passport Expiry Report.
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