HMRC have advised that they are having intermittent issues and delays with RTI submissions and responses. Work is urgently being carried out to fix the issue.

NOTE: You are viewing documentation for a previous tax year version of BrightPay. Click here to view the documentation for the current 2024/25 tax year version.

Period Summary View (Payroll Preview)


Every time your company file is opened and the Payroll utility accessed, employees will be listed in a 'summary view'.

This summary view provides an overview of pay information entered in the pay period selected for all the employees on that pay frequency. It is most commonly used as a final check of pay information entered before a pay period is finalised.


  • BrightPay applies a default selection of columns, which the user can subsequently customise to suit their own requirements e.g. to show columns for number of hours worked, pension contributions, previous pay period amounts, etc.


a) To choose which columns to display, simply click 'More' on the menu bar, followed by 'Choose Summary Columns...':

 

 

 

 b) select the columns you wish to display and click 'OK':

 

 

c) The summary view will now reflect your chosen criteria

 

  • To print or email the period summary at any time, click 'More > Print/PDF Summary for period ending...':  

 

 

  • To export the period summary at any time, click 'More > Export Summary for period ending...':

 

 

 

 

 

Additional Information

 

The 'summary view' will also indicate variances in pay information when comparing the period selected to the previous pay period. 

  • An upward arrow next to a pay amount will indicate that that pay amount has increased when compared to its equivalent in the previous pay period:

 

 

 

  •  A downward arrow next to a pay amount will indicate that that pay amount has decreased when compared to its equivalent in the previous pay period:

Need help? Support is available at 0345 9390019 or [email protected].

23-24 BrightPay - System Requirements23-24 BrightPay - DownloadIntroduction to BrightPayImportant Information for Mac UsersStarting the New Tax YearImporting From The Previous Tax YearInstalling BrightPayMoving to BrightPay from another payroll softwareBureau Enhancements - Useful Functionality for Bureau Licence HoldersEmployer DetailsEmployee DetailsCoding NoticesPayroll CalendarProcessing PayrollImporting Pay Data using CSV FileDistributing PayslipsPaying EmployeesRTICommon HMRC Error MessagesAnalysisPayroll JournalsHMRC PaymentsMaking Corrections to PayrollScheduling Future PaymentsSwitching an Employee's Pay FrequencyDirectorsOff-Payroll Working (IR35)StartersLeaversStudent Loan DeductionsPostgraduate Loan DeductionsStatutory PaymentsAttachment of EarningsExpenses & BenefitsPensions (outside of Automatic Enrolment)Payroll GivingYear EndRates & Thresholds at a GlanceTaxNational InsuranceNational Minimum/Living WageMileage Allowance Payments (MAPs)Employment AllowanceApprenticeship LevyTermination Awards & Sporting TestimonialsGender Pay Gap ReportingLeave Reporting & Employee CalendarAnnual LeavePayslip TranslationsBacking Up/Restoring Your PayrollConstruction Industry Scheme (CIS)Automatic EnrolmentBrightPay ConnectGDPRBright Terms and Conditions and BrightPay End User Licence AgreementBright ID