View source for Client Invoices and Support Worker Payroll Exports

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This report allows you to export payroll and invoice data in a format that is suitable to you or in a report format.  To run the export/report complete the following criteria and specify each column:


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* '''Start Date''' - Start date of the period based on the start date of a job card.
* '''End Date''' - End date of the period based on the start date of a job card.
* '''Export Data Based On Which Job Cards?''' - Select the required job status to report on.
* '''Select Project(s)''' - Select the required projects to include.
* '''Type of Export''' - One must be selected.
** '''Client Invoices''' - This uses the charge rates applied to the jobs.
** '''Support Advisor Payroll''' - This uses the rate paid details of a job.
* '''Support Team''' - Choose whether to include all teams or a specific team.
* '''Split Different Rates to Different Lines?''' - Yes will display each job as a separate line using exact data.  Combining the rates (no) will use averages based Amount divided by hours. 
* '''Order By''' - Select the required output order.


* '''Select data to be shown on each column''' - You can specify to output up to thirty columns in one export/report.
** '''Client:''' Client name, ID, Account No.
** '''Cost Centres:''' Cost Centre Name, Nominal Code, Dept Number
** '''Non-Standard Charging:''' Various columns about Cancelled, Client Not Present and Late Cancellation charges.
**'''Non-Working Pay:''' Admin Fees, Holiday Pay and Training Pay columns
** '''Special Fields:''' This is so you can enter a blank field for manipulation purposes once you get to excel.
** '''Totals:''' A selection of totals columns
** '''Travel:''' Various Client and Support Advisor mileage and time columns
** '''Worker:''' Worker name, ID, Payroll No.
** '''Work Hours:''' Various Work hours columns including rate, hours planned, actual hours logged

* '''Use Previously Saved Criteria:''' - This allows you to select a previously saved set of fields.  Use the 'Save' button to save a new template and delete to remove the currently selected template.

Click 'Display in Browser' to view the results or 'Export to Spreadsheet'.

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