Difference between revisions of "Client Invoices and Support Worker Payroll Exports"

From Charitylog Manual
Jump to: navigation, search
(Created page with "This is found under '''Reports > Support Advisor > Export Payroll/Invoice Data''' This report allows you to export payroll and invoice data in a format that is suitable to yo...")
 
 
(9 intermediate revisions by 3 users not shown)
Line 1: Line 1:
−
This is found under '''Reports > Support Advisor > Export Payroll/Invoice Data'''
+
[[File:helpheader_small.png|right]]
  
−
This report allows you to export payroll and invoice data in a format that is suitable to you, in a report format.
+
[[File:exp_inv1.png|500px|alt="a screenshot of the exported invoices report button, highlighted in the reports menu."]]
  
 +
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:
  
−
===Support Criteria===
 
  
 +
[[File:exp_inv2.PNG|700px|alt="a screenshot of the export invoices criteria page, including the criteria fields listed below."]]
  
 +
* '''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.
  
−
[[File:SW_payroll_1.PNG|border]]
 
  
−
The criteria are as follows:
+
* '''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
  
−
=====Start and End date:===== This is the date range in which the work was completed.
+
* '''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.
  
−
=====Export Data Based on Which Job Cards?:===== Here you have a choice between creating payroll for the past month's completed jobs, predicted payroll for the next month's incomplete jobs or both at once. You may use this if you are halfway through the month and want to see the predicted pay for the entire month, for example.
+
Click 'Display in Browser' to view the results or 'Export to Spreadsheet'.
  
−
=====Select Project(s):===== You can choose one project at a time or multiple projects at once.
+
[[File:excel_invpayexport.PNG]]
  
−
=====Type of Export:===== You can choose between Client Invoices or Support Advisor Payroll. Each choice will allow a different set of fields to be selected.
+
----
−
 
+
[[File:helpheader_small.png|right]]
−
=====Support Team:===== This will allow you to select one team, or export data for all of them.
 
−
 
 
−
=====Split Different Rates to Different Lines:===== You can choose split or combined lines per Support Advisor or Client, depending on which type you have chosen.
 
−
Split Rates will export one line per rate, regardless of whether it has the same numerical rate per hour as other rates. Combined rates will combine all of the rates into one line, so under the hourly rate you would see two rates of £6 per hour and £9 per hour displayed as 6.00|9.00.
 
−
 
 
−
=====Order By:===== You can choose to Order by ID or Surname of the Client/Support Advisor, depending on the type of export.
 
−
 
 
−
 
 
−
===Choose Columns===
 

Latest revision as of 14:50, 10 April 2024

Helpheader small.png

"a screenshot of the exported invoices report button, highlighted in the reports menu."

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:


"a screenshot of the export invoices criteria page, including the criteria fields listed below."

  • 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'.

Excel invpayexport.PNG

Helpheader small.png
Retrieved from ‘https://wiki.dizions.co.uk/index.php?title=Client_Invoices_and_Support_Worker_Payroll_Exports&oldid=16990’