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Standard Report - Gross Profit

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Report Description

See how much gross profit your company is making and see the information that makes up the gross profit.

GrossProfit.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

 

Start Date

 

 

End Date

 

 

Group By

Branch, User, Customer, OrderType, WcCode, Employee

 

Branch

All available branches

 

User Level

Assignment, Customer, Order

 

User Type

All Available user types based on User Level selected.

 

Show Legend

True/False

This will show/hide legends of columns description & calculation in 1st page of the report.

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.

Pay/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

DH Fee

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

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.

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.

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.

Worker Comp

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.

GP Adj Cost

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

Burden

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

Gross Profit

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

GP/Billed Hour

Gross Profit divided by Bill Hours

GP(%)

Gross Profit divided by (BillAmount + GPAdjBill – DiscountAmount)

 

 

 

 

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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