Charge Report

Overview

The Reports > Invoices > Charge Report summarises the amount that has been charged for each employee and job within a specified period.

The report will include an overall summary of charges, with individual employees underneath in separate report lines.

By default, the report will show data for the month prior to today’s date.

On-screen Columns

The Charge Report Summary section of the Charge Report includes the following data:

• Dates
• Customers
• Employees
• Jobs
• Invoices
• Amount Charged

Each report line will include the following data:

• Employee
• Customer
• Workplace
• Sub Total
• Charge Currency

Export Options

You can export the on-screen view of the Charge Report in .pdf or .csv format. The .csv file will include the following fields:

• Employee
• Customer ID
• Customer Remote ID
• Customer
• Job Code
• Workplace
• Sub Total
• Charge Currency

The Detailed CSV is also available for export. It contains the following information for each report line:

• Billing Entity ID
• Billing Entity
• Branch Region
• Branch
• Division
• Customer ID
• Customer Reference ID
• Customer
• Parent Customer ID
• Parent Customer Remote ID
• Parent Customer
• Workplace
• Employee ID
• Employee
• Job Code
• Charge Currency
• Sub Total
• Tax Total
• Total
• Invoice