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Processed Transaction Summary AQ
The Processed Transaction Summary AQ lists all details of processed transactions.
Parameters
Date Type (Accounting Period Date, Week Worked), Start Date, End Date, Branch (Transaction), Customer Name, SSN
Results Fields
Staffing Supplier Description, Transaction Branch, Accounting Period Date, Week Worked, Time Entry Batch ID, Transaction ID, Customer ID, Bill To Name, Department Name, Employee ID, SSN, Employee Name, Staffing Order ID, Assignment ID, Assignment Start Date, Assignment End Date, Check Date, Check Number, Check Branch, DD?, Invoice Date, Invoice #, Invoice Branch, Total Pay, Total Bill, Bill Amount, Gross Wages, Total Adjustment Pay, Total Adjustment Bill, WC Cost, Cost WC Cost, Agency Cost, Payment Cost, Burden, Gross Profit, Gross Margin, Employer Taxes, Employer Contribution, Pay RT Hours, Pay OT Hours, Pay DT Hours, Pay Total Hours, Bill RT Hours, Bill OT Hours, Bill DT Hours, Bill Total Hours, RT Pay, OT Pay, Dt Pay, RT Bill, OT Bill, OT Bill, DT Bill, Order Type, WC Code, Job Position, Total Adjustment Cost, GP Adjustment Pay, GP Adjustment Cost, Sales Tax Amount, WC Wage, CC Fee, Discount Amount, Rebate Amount, PO Number, Bill Other Hours, Pay Other Hours, Fed Income Tax, State Tax, FICAEE, MEDEE, Other Taxes, Order_TempUser: Sales Rep, Assignment User: Staffing Rep, Customer User: Sales Rep, Customer User: Operations Manager
Mapping:
Assignment; Employee > Summary, Tax; Invoice > Summary, Payments; etc.
Who should use this report?
Front and Back Office personnel
Why is this report so awesome?
This report is extremely comprehensive and supplies all of the information that you could possibly want to know about your business's processed transactions. Like with all of our advanced queries, you can simply get rid of any of the data columns that you do not want to include in your final report, and export it to Excel for further formatting and manipulation.
Custom Report Manual Updates
We recently implemented a new policy of updating clients' Report Manuals with custom report information when a new report is constructed. This Manual update can be executed retroactively for existing custom reports in your database for 15-30 minutes of billable time. If you are interested in having your custom reports added to your Report Manual, file a ZenDesk ticket and specify which of your custom reports you would like to update.
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