Union Reports
The union remittance report on the Reports page, and how it's different from the Union Reports step inside a payroll run
"Union Reports" names two different things in Greenroom, and it's worth being clear on which one you're in before you go looking for something. This page covers the union remittance report on the Reports page — a read-only summary you can pull for any reportable run. There's also a Union Reports step inside every payroll run, where a manager actively works through and signs off each union's numbers before the run can be submitted. They cover the same underlying money, but they're built for different moments.
Short version: the remittance report (below) is something you look up, after the fact, for any run that's been approved or paid. The in-run Union Reports step is something you work through, before a run can go out. If you're mid-payroll and looking for notes, provenance details, or the PDF export, you want the step, not this report — see The Union Reports step in a payroll run below.
Union remittance
From the Reports page, pick a run and, optionally, narrow it to a single union. Generate, and you get one row per benefit fund touched by that run — dues, health, pension, 401(k), and so on:
| Column | Description |
|---|---|
| Union | The union code (AEA, IATSE, and so on) |
| Fund | The specific fund or line — dues, a named pension or health fund, etc. |
| Source | Employer fringe (paid by the company) or Withheld (deducted from the payee) |
| 045 (no check) | The portion settled through the union's own box-office settlement — no money moves through your bank account |
| Payroll (check) | Everything that leaves your bank account, whether Greenroom cuts the check or you pay the fund yourself. A row you pay yourself carries a Direct badge |
| Total | Everything for that fund on this run |
A totals row foots all three money columns, and the header tells you how many checks the run actually requires.
The three ways a fund settles
Two of the three say 'no check required' — but only one means no money moves
Greenroom distinguishes three settlement routes, and the difference between two of them is the difference between funding a payroll correctly and coming up short.
| Route | What the app says | Does money leave your bank? |
|---|---|---|
| Check | "check required" | Yes — Greenroom prints and mails the remittance check |
| Direct | "paid directly — no check required" | Yes — you pay the fund yourself by wire or ACH. Only the instrument changes |
| .045 | ".045 — no check required" | No — reported against the union's box-office settlement; nothing moves through Greenroom |
A Direct fund still has to be funded. It sits inside the Payroll (check) column and inside your run's funding total precisely because the cash still has to be there — Greenroom simply isn't the one cutting the instrument. Only the .045 route removes money from what you owe this week.
The "Total checks this week" tile on the in-run step counts check funds only, with any Direct and .045 amounts listed underneath it as separate lines. If you reconcile against that tile alone, you will understate what has to clear your account by whatever is routed Direct.
Which route a fund takes is configured per union agreement and frozen when the run is submitted — it isn't something this report decides. For confirmed rates and fund setups by union, see Union Rate Reference rather than assuming a figure here.
Export this report the same way as any other: Download CSV in the top-right corner. There's no PDF from this page — see the next section for where the real union PDF comes from.
One fund, one spelling, one address
Union agreements spell the same fund several different ways — the same health fund might appear as "Health & Welfare" in one rate table and "Welfare Fund" in another. Left alone that produces two rows on a remittance report and, worse, two checks for one fund.
Greenroom resolves this against a fund registry that holds two things per union:
- Aliases — which spellings mean the same fund, so they fold into a single obligation.
- Destinations — for each fund, the legal payee name and mailing address a check should be made out to, along with whether that fund settles by check or by .045 by default.
Destinations are effective-dated, so a fund that changes its lockbox address mid-season keeps producing correct checks for runs on either side of the move. That isn't hypothetical: Local 802 moved its benefit-fund mail to a PO Box at the start of September 2026, and a run for a week ending on or before 2026-09-01 still prints the old street address while a later week prints the box — see Union Setup. Each destination also carries a verification status, which is how you can tell a confirmed address from one that still needs checking with the union.
Once a run is paid, its remittance is frozen
Folding is keyed on the union and the agreement — the same fund name under two different agreements is genuinely two obligations, not one. And adding a new alias later never retroactively merges the obligations of a run that has already been paid. What you remitted is what the report keeps showing.
A fund whose destination records no mailing address simply says nothing about mailing, rather than printing a blank address block. And a line that resolves to no rule at all is treated as the absence of an agreement — not as an agreement worth zero — so it doesn't silently manufacture a $0 obligation.
The Union Reports step in a payroll run
Separately from the Reports page, every payroll run has its own Union Reports step (the fourth of five steps in the run, after Payroll Summary and before Submit Payroll). This is where a manager actually reviews each union's numbers for the run in progress, not a historical lookup — a run can't be submitted until every union on it is marked reviewed.
Inside the step:
- One tab per union on the run, each showing a Reviewed / Needs review status.
- A per-payee grid broken out by that union's own categories — base salary, adjustments, gross, the fringe/dues basis, then each withheld fund and each employer-paid fund as its own column.
- Routing toggles for whether an eligible fund settles via .045 or via a payroll check — funds that are withheld from a paycheck (dues) or that fund health/welfare benefits are never eligible for .045 and won't show a toggle at all.
- Notes and figure details — you can leave a note on any payee's row, and hovering or focusing any dollar figure shows the rate, basis, and effective date behind it.
- Initiation dues for a payee who's new to the union, set up as an installment plan that pays down automatically over time.
- A payment summary at the bottom that totals what's owed per fund and what's actually being paid by check.
- Hours worked, on any report where a payee's job title carries a per-hour fringe — required before that union can be marked reviewed. See Union Reports.
- PDF export, per union or for all unions on the run at once — this is the actual printable union report, and it only exists here, not on the Reports page. Where a run cut checks for a second union's obligations, the printed remittance carries that union's document too.
On the printed document
Two things about the printed remittance are worth knowing before you post it:
Every employer registration you hold with that union prints, not just one. A production running IATSE under both Broadway and Pink has two employer numbers, and both appear, listed by agreement. Greenroom deliberately shows all of them rather than trying to work out which one this particular run's funds belong to — the two are recorded independently, and a mismatch would silently drop a number from a sheet being mailed to a benefit fund. A registration whose agreement owes nothing this week is a fact about your company, not a claim about this run.
One fund can need more than one cheque. Where a production runs both principals and Associates under a single agreement, each fund is owed at two different rates and the union wants them settled separately — so the "N checks required" count on the document counts the actual cheques, not the funds. See Union Reports.
Actor/Musicians on the report
A payee carrying both an AEA and a Local 802 membership appears on both unions' tabs. On the AEA tab they're filed by their sub-type rather than by their job title, so a Swing prints under Chorus & Swings instead of falling into Principals. Their Local 802 row bills against the Local 802 basis — not the AEA salary — prorated by the musician-track performance count. See Actor/Musicians.
For the full walkthrough of working this step during a payroll run, see Union Reports under Processing Payroll.
Next steps
See Payroll Reports for the payroll register and QuickBooks export, Company Reports for the consolidated register, or return to the Reports Overview.