Difference between revisions of "Client Invoices and Support Worker Payroll Exports"
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The criteria are as follows: | The criteria are as follows: | ||
| − | =====Start and End date:===== This is the date range in which the work was completed. | + | =====Start and End date:===== |
| + | This is the date range in which the work was completed. | ||
| − | =====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. | + | =====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. | ||
| − | =====Select Project(s) | + | =====Select Project(s)===== |
| + | You can choose one project at a time or multiple projects at once. | ||
| − | =====Type of Export | + | =====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. | ||
| − | =====Support Team | + | =====Support Team===== |
| + | This will allow you to select one team, or export data for all of them. | ||
| − | =====Split Different Rates to Different Lines | + | =====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. | 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 | + | =====Order By===== |
| + | You can choose to Order by ID or Surname of the Client/Support Advisor, depending on the type of export. | ||
===Choose Columns=== | ===Choose Columns=== | ||
Revision as of 16:48, 25 January 2018
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 you, in a report format.
Contents
Support Criteria
The criteria are as follows:
Start and End date:
This is the date range in which the work was completed.
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.
Select Project(s)
You can choose one project at a time or multiple projects at once.
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.
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.
