Customer Change Log Purpose: This report is designed to show you all of the logged changes made to customers. This is a great report to see who changed the remit to address, status, department name, etc. in order for you to follow up with the...
Current Timecard Change Log Purpose: This report is designed to show you all of the logged changes made to current timecards. This is a great report to see who changed a pay rate, bill rate, etc. in order for you to follow up with them to see...
Version ∞2017.9.22:
Enterprise
New:
Users now have the option to send a PDF and or an XLS file for invoices being emailed. This can be setup by editing or adding an invoice recipient, w...
Assignment Change Log Purpose: This report is designed to show you all of the logged changes made to assignments. This is a great report to see who changed a start date, pay rate, bill rate, etc. in order for you to follow up with them to see...
Hours Forecast Purpose: This report is designed for you to project upcoming hours and over time. It pulls from either the employee’s assignment schedule setup or the shift schedule setup that the assignment is set to. In circumstances where yo...
Worker Comp Summary Purpose: This report displays financial totals for each worker comp code within a specified date range and can filtered by state. This is a great report to use to determine your worker comp payments to your insurance prov...
Purpose This report displays a list of all worker comp rates setup in the system and can be utilized to verify rates and calculation setup. The OT Calc Type determines if you weigh the OT or not: R = regular, this takes the regular pay rate tim...
Worker Comp Breakout Purpose: This report displays a breakout of the individual hours and worker comp costs per employee for a given date range. The 'Subject Wages' column will show you the amount that can be used to determine the worker com...
Management Purpose: This report gives you an overview of all the activity going on in your company by branch. It is designed to show you all of the major costs, sales items, and tax costs to get an overall understanding of how business is wi...
Gross Profit Summary Purpose: This report is a summary of your gross profit by branch and customer within a selected date range. The group by filter will determine the first column on this report. The report is designed to allow you to dete...