Use employee and time-activity reports

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

Follow this guide to review employee contact information and time-activity changes where the underlying Pixie CRM features provide the data.

What you’ll accomplish

Review employee contact information and time-activity changes where the underlying Pixie CRM features provide the data. It forms part of Pixie CRM Enterprise CRM's Accounting & Bookkeeping module and uses the module's permission-aware controller, status and mapping flow rather than a generic spreadsheet process.

How it works

The visible report catalogue includes Employee Contact List, Recent Edited Time Activities and Time Activities by Employee Detail. Their usefulness depends on Pixie CRM staff, project and time-tracking data.

These reports are not a substitute for Payroll reports unless the Payroll module explicitly integrates the required values.

Permission to view Accounting reports should be considered alongside staff-data confidentiality.

Follow these steps

1. Go to the required employee or time report.
2. Apply the narrowest date and staff filters.
3. Check contact or time details.
4. Trace time activity to project or task records where available.
5. Investigate edits through the relevant activity history.
6. Export only when authorised.
7. Store or dispose of the output according to privacy policy.

Settings to check

Check it worked

After the action is saved, Pixie CRM keeps the Accounting record connected to its source and updates the visible status or ledger data supported by this workflow. Review the saved result rather than relying only on a success message. Where the action posts accounting data, total debits and credits must balance and the accounts must match the approved mapping or manual selection.

• Open the saved record and confirm its final status.
• Review the source reference and every debit and credit line where ledger data was created.
• Use the relevant register, ageing, reconciliation or report to verify the wider effect.

Common mistakes to avoid

• Do not expose staff contact data unnecessarily.
• Review edited time before payroll or billing cut-off.
• Use source task and timesheet records for correction.
• Protect exports.
• Use the least destructive correction available and record the reason for material changes.
• Do not bypass a permission, approval or closed-period control by changing unrelated data.

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