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

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[[File:exp_inv1.png|500px|alt="a screenshot of the exported invoices report button, highlighted in the reports menu."]]
[[File:Menu_reps_expinvpay.png]]
 
  
 
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:
 
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:
  
  
[[File:SW_payroll_1.PNG|border]]
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[[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.
 
* '''Start Date''' - Start date of the period based on the start date of a job card.
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* '''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.
 
* '''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.
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Click 'Display in Browser' to view the results or 'Export to Spreadsheet'.
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[[File:excel_invpayexport.PNG]]
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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