Page 29 - Administrator Help Manual

Help Manual
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The Statement Page
The Statement Page on Self Manager provides an overview over all the payment submissions, payslip
submissions and credits added to date by all of your managers.

For a full overview over the Statements Page and what managers can do on this page, please review the
Manager specific Help Manual.

Administrator Access on the Statement Page

Administrators have additional permissions on the Statement page to enable them to assist their
managers with the financial management of their funding.

Filter
1. Select View Statements from the Payments dropdown menu to access the Statement Page.
2. If you have super administrator access, you will see payment entries for all of the managers across
your organisation’s Self Manager system.
3. If you have normal administrator access, you will only see payment entries for the managers
assigned to you on Self Manager.
4. To view specific payment information, use the filter on top of the Statement page (Show Filters
button).
5. In the Filter area, you can specify the date range, the manager, the employee, the cost centre
and/ or the line item you want to view. Click on the Display button to apply the filter. You can
export the filtered information in a CSV file if you need to work on the statement in a spreadsheet
application (Export List button).
6. In the filter area, you can select to include inactive employees and managers in the statement
report as well.
7. Directly above the statement form, you can select your view options – these are the same as the
ones managers have access to.
8. The statement form looks the same for administrators as it does for managers, but the
administrators has an additional column that displays the name of the manager that a payment
has been submitted by.

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