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Standard Report - Gross Profit and Hours Comparison Report

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Report Description

Compare how much gross profit a company is making in two different date ranges.

GrossProfitHoursComparison.png

 

 

 

Parameters

Parameter Name

Options

Explanation

Roll up to Parent Customer

True/False

Based on this parameter, result will either displayed per individual customer department or rolled into Root Customer.

Customer Name

 

Filters results by Customer Name.

Date Type

Accounting Period Date, Week Worked

Transaction’s Accounting Period or Week Worked.

Order Type

All Temp & DH Order types

 

First Start Date

Start Date for First Date Range

 

First End Date

End Date for First Date Range

 

Second Start Date

Start Date for Second Date Range

 

Second End Date

End Date for Second Date Range

 

Group By

Branch, User, Customer, OrderType, WcCode

 

Branch

All available branches

 

User Type

All Available user types for different User Levels.

User Types are shown as option in following format:

User Type – (User Level)

Include burden Factor?

True/False

Pulls number based on Admin Tools >> Burden Factor.

User

All Active and Visible users

 

 

 

 

Report Fields

Field Name

Explanation

Branch

Transaction Branch.

Will be visible when Branch is selected under Group By Parameter.

User

Pulls User Description from Transaction Extra based on User Level and User type parameter selected.

System copies User when each transaction is generated only if Copy To Transaction Property is set to be True.

Will be visible when User is selected under Group By Parameter.

Customer

Customer Name from Transaction.

Will be visible when Customer is selected under Group By Parameter.

Order Type

Order type from Transaction.

Will be visible when Order type is selected under Group By Parameter.

Wc Code

Worker comp code from Transaction

Will be visible when Wc Code is selected under Group By Parameter.

Employee Name

Employee Name from Transaction

Will be visible when Employee Name is selected under Group By Parameter.

 

 

First Date Range

 

Bill Hrs

Pay and Bill Total hours.

If Pay and Bill hours are same, it will only show the hours only one time. Like 40.00 else it will show them in Pay/Bill format 40.00/35.00

Hours in Avionté is calculated as SUM of Reg, OT, DT plus any pay code that is setup with Property “IncludeInOtherhours” = True.

Bill Amount

Sum of Item Bill of all Transaction type which is taxable i.e. Is Adjustment = 0

GP Adj Bill

Sum of Item Bill for Transaction types that is nontaxable and has property GPCalculation set to True.

Gross Profit

(BillAmount + GPAdjBill – DiscountAmount) – (GrossWages + AgencyCost + EmployerTaxes + WorkerComp + GPAdjPay + GPAdjCost + Burden)

GP(%)

Gross Profit divided by (BillAmount + GPAdjBill – DiscountAmount)

 

 

Second Date Range

[The fields are same as in the First Date Range; Only the numbers are for different date range]

Bill Hrs

Pay and Bill Total hours.

If Pay and Bill hours are same, it will show the hours only one time. Like 40.00 else it will show them in Pay/Bill format 40.00/35.00

Hours in Avionté is calculated as SUM of Reg, OT, DT plus any pay code that is setup with Property “IncludeInOtherhours” = True.

Bill Amount

Sum of Item Bill of all Transaction type which is taxable i.e. Is Adjustment = 0

GP Adj Bill

Sum of Item Bill for Transaction types that is nontaxable and has property GPCalculation set to True.

Gross Profit

(BillAmount + GPAdjBill – DiscountAmount) – (GrossWages + AgencyCost + EmployerTaxes + WorkerComp + GPAdjPay + GPAdjCost + Burden)

GP(%)

Gross Profit divided by (BillAmount + GPAdjBill – DiscountAmount)

 

 

Difference

[The fields are same as in the First Date Range or Second Date Range. But, this section will show the difference of Date Range 1 and Date Range 2]

Bill Hrs

Bill Hrs 2 – Bill Hrs 1

Bill Amount

Bill Amount 2 – Bill Amount 1

GP Adj Bill

GP Adj Bill 2 – GP Adj Bill 1

Gross Profit

Gross Profit 2 – Gross Profit 1

GP(%)

GP% 2 – GP% 1

 

 

 

Fields in Supplier Total Box and Report Total Box: The Supplier total box and Report Total Box only shows the Summary of Difference in Date Range 2 and Date Range 1.

i.e. all the fields described below are calculated as Total Amount in Date Range 2 – Total Amount in Date Range 1

Gross Wages

Sum of Item pay for transaction types that is taxable. i.e. Is Adjustment = False

GP Adj Pay

Sum of Item Pay for Transaction types that is nontaxable and has property GPCalculation set to True.

GP Adj Cost

Sum of Item Cost for Transaction types that is nontaxable and has property GPCalculation set to True.

Agency Cost

Sum of Item pay is transaction is linked to Agency or Non W2 Employee (Sub contractors)

Employer Taxes

Sum of all Employer Taxes.

W. C.

Sum of Worker Comp Cost.

See https://support.avionte.com/hc/en-us/articles/211115577-WcCode-Tab-Worker-s-Compensation- to know more on how Avionté calculates worker comp Cost.

ER Contributions

Sum of Employer Contribution amounts

Burden

Sum of Additional Burden, if used (Admin tools >> Burden)

Payroll Cost

(Gross Wages + GP Adj Pay + Agency Cost + GP Adj Cost + W. C. + Employer Taxes + Burden + ER Contributions)

Bill Amount

Sum of Item Bill of all Transaction type which is taxable i.e. Is Adjustment = 0

GP Adj Bill

Sum of Item Bill for Transaction types that is nontaxable and has property GPCalculation set to True.

Discount

Discount Amount, if used.

Billed Amount

(Bill Amount + GP Adj Bill) - Discount

Gross Profit

(BillAmount + GPAdjBill – DiscountAmount) – (GrossWages + AgencyCost + EmployerTaxes + WorkerComp + GPAdjPay + GPAdjCost + Burden)

Non GP Adjustment Bill

Sum of Item Bill for Transaction types that is nontaxable and has property GPCalculation set to False.

Non GP Adjustment Pay

Sum of Item Pay for Transaction types that is nontaxable and has property GPCalculation set to False.

Non GP Adjustment Cost

Sum of Item Cost for Transaction types that is nontaxable and has property GPCalculation set to False.

DH Fee

Sum of Item Bill for Transaction Type that is under Category “DirectHire”

Total Billed Hours

Bill Total Hours in Date Range 2 – Bill Total Hours in Date Range 1

Hours in Avionté is calculated as SUM of Reg, OT, DT plus any pay code that is setup with Property “IncludeInOtherhours” = True.

Total Paid Hours

Pay Total Hours in Date Range 2 – Pay Total Hours in Date Range 1

Hours in Avionté is calculated as SUM of Reg, OT, DT plus any pay code that is setup with Property “IncludeInOtherhours” = True.

No. of Customers

Total Number of Customers in Date Range 2 – Total Number of Customers in Date Range 1

 

 

 

 

 

Required Setup

  • In Order to pull correct DH Fee, the category for Direct Hire should be “DirectHire”.
  • User is pulled from Transaction Extra, so any user type that you are planning to run this report for, should be setup with Property CopyToTransaction = True & user needs to be updated/added before the transaction is generated and processed in Time Entry.

 

 

 

***Once New Report is deployed, need to fix ER Contributions.

 


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