Report Description
Gives detailed information of all processed transactions. This report shows a comprehensive view of all processed transactions during a specific time period.
Parameters
| Parameter Name | Options | Description |
|---|---|---|
| Branch (Transaction) | All available branches. | Transaction’s Branch. |
| Date Type | Accounting Period Date, Week Worked, Check Date, Invoice Date | Transaction’s Accounting Period or Week Worked or Check Date or Invoice Date |
| Start Date | ||
| End Date | ||
| SSN | Filters results by Social Security Number. | |
| Customer Name | Filters results by Customer name. | |
| Employee ID | Field to enter a value | Filters results by Employee ID |
| Paycode | List of all transaction types | Filters results by selected Transaction Types |
Report Fields
| Field Name | Description |
|---|---|
| StaffingSupplierDesc | Supplier Name from Transaction. |
| TransactionBranch | Transaction’s Branch |
| AccountingPeriodDate | Transaction’s Accounting Period Date |
| WeekWorked | Transaction’s Week Worked Date |
| TimeEntryBatchID | Batch ID from Transaction. |
| TransactionID | Transaction ID from Transaction. |
| CustomerID | Customer ID of customer associated with Transaction. |
| RootCustomerID | Customer ID of the Root Customer for the associated Transaction |
| BoldCompanyID | Company identifier in AviontéBOLD (Front Office) |
| Company Type | The organizational classification of the customer company. |
| BillToName | Customer name associated with Transaction. |
| DepartmentName | Department Name associated with Transaction. |
| Parent Account | The parent account associated with the customer, if the customer is a subsidiary or child account of a larger organization. |
| EmployeeID | Employee ID from transaction |
| BoldTalentID | Employee ID from AviontéBOLD (Front Office) |
| EmployeeName | Name of employee from transaction. |
| SSN | Social Security number of employee from transaction. |
| Is W2 | Indicates whether the transaction is a W2 Transaction or Non-W2 Transaction. |
| EmployeeStatus |
Display the current status of the associated employee - Active, Inactive, Processed, Unprocessed, etc. The status can be configured in Start Page > Actions menu > Admin Tools - Config Choice. |
| EmployeeAddressStreet1 | Employee’s primary address street 1 |
| EmployeeAddressStreet2 | Employee’s primary address street 2 |
| EmployeeAddressCity | Employee’s primary address city name |
| EmployeeAddressCounty | Employee’s primary address County name |
| EmployeeAddressState | Employee’s primary address state abbreviation |
| EmployeeAddressZipCode | Employee’s primary address Zip Code |
| PrimaryPhone | Employee’s Primary Phone Number |
| Employee’s Email Address | |
| StaffingOrderID | Order ID associated with Transaction |
| BOLDJobID | Job identifier in AviontéBOLD (Front Office) |
| OrderType | Order Type of Order associated with transaction |
| AssignmentID | Assignment Id associated with Transaction |
| AssignmentStartDate | Assignment Start Date |
| AssignmentEndDate | Assignment End Date |
| Shift | Shift is pulled from the transaction |
| CheckAccountingPeriodDate | Accounting Period associated with the check. |
| CheckDate | Check Date from the check associated with transaction |
| CheckNumber | Check number. |
| CheckBranch | Check’s branch |
| IsDirectDeposit | Shows if check is direct deposit or not. |
| InvoiceAccountingPeriodDate | Accounting Period associated with the Invoice. |
| InvoiceDate | Date of invoice associated with transaction |
| InvoiceNumber | Invoice number of invoice associated with Transaction |
| InvoiceBranch | Branch of Invoice |
| PayCode | Pay Code from transaction |
| PayUnit | Pay Unit from transaction |
| PayRate | Pay Rate from transaction |
| ItemPay | ItemPay from transaction |
| BillUnit | Bill Unit from transaction |
| BillRate | Bill Rate from transaction |
| ItemBill | ItemBill from transaction |
| CostUnit | CostUnit from transaction |
| CostRate | CostRate from transaction |
| ItemCost | ItemCost from transaction |
| SalesTaxAmount | Sales Tax Amount from transaction |
| TotalPay | Total Pay from transaction |
| TotalBill | Total Bill from transaction |
| BillAmount | Bill Amount from transaction |
| GrossWages | Gross Wages from transaction |
| TotalAdjustmentPay | Total Adjustment Pay from Transaction |
| TotalAdjustmentBill | Total Adjustment Bill from Transaction |
| WorkerCompCost | WorkerCompCost from Transaction |
| CostWorkerCompCost | CostWorkerCompCost from Transaction |
| Agency Name | Agency Name associated with non W2 transaction |
| AgencyCost | Agency Cost from Transaction |
| PaymentCost | Payment Cost from Transaction |
| Burden | Burden from Transaction |
| GrossProfit | Gross Profit from Transaction |
| GrossProfitPercent | GrossProfitPercent from Transaction |
| EmployerTaxes | EmployerTaxes from Transaction |
| EmployerContribution | EmployerContribution from Transaction |
| PayRTHours | Pay Hours from transaction for “REG” pay code |
| PayOTHours | Pay Hours from transaction for “OT” pay code |
| PayDTHours | Pay Hours from transaction for “DT” pay code |
| PayTotalHours | PayTotalHours from transaction |
| BillRTHours | Bill Hours from transaction for “REG” pay code |
| BillOTHours | Bill Hours from transaction for “OT” pay code |
| BillDTHours | Bill Hours from transaction for “DT” pay code |
| BillTotalHours | BillTotalHours from transaction |
| RTPay | Total Pay from transaction for “REG” pay code |
| OTPay | Total Pay from transaction for “OT” pay code |
| DTPay | Total Pay from transaction for “DT” pay code |
| RTBill | Total Bill from transaction for “REG” pay code |
| OTBill | Total Bill from transaction for “OT” pay code |
| DTBill | Total Bill from transaction for “DT” pay code |
| WcCode |
Worker compensation Code. For e.g. MN7854 where MN is the state and 7854 is the WcCode. |
| WcCodeRate | Rate associated with the Wc Code |
| JobPosition | Job Position from transaction |
| TotalAdjustmentCost | Total Adjustment cost from Transaction |
| GPAdjustmentPay | GPAdjustmentPay from transaction |
| GPAdjustmentBill | GPAdjustmentBill from transaction |
| GPAdjustmentCost | GPAdjustmentCost from transaction |
| NonAdjustmentCost | Shows Item Cost value for the Adjustment Pay codes. Otherwise, it is 0. |
| WorkerCompWage | WorkerCompWage from transaction |
| CreditCardFee | CreditCardFee from transaction |
| DiscountAmount | DiscountAmount from transaction |
| RebateAmount | RebateAmount from transaction |
| PONumber | Purchase Order number from transaction |
| BillOtherHours | BillOtherHours from transaction |
| PayOtherHours | PayOtherHours from transaction |
| ResidentGeocode | Auto-generated code for the geographical region that applies to the address type (Main Address). |
| WorkGeocode | Auto-generated code for the geographical region that applies to the address type (Worksite Address). |
| WorksiteAddress1 | Customer’s Worksite address 1 |
| WorksiteAddress2 | Customer’s Worksite address 2 |
| WorksiteCity | Customer’s Worksite City Name |
| WorksiteState | Customer’s Worksite State Abbreviation |
| WorksiteZipCode | Customer’s Worksite Zip Code |
| WorksiteCountry | Customer’s Worksite country name |
| BoldTimeSheetApprovedBy | Name of the user who has approved the Timesheet from AviontéBOLD |
| BoldTimeSheetApprovedDate | Date on which the Timesheet was approved from AviontéBOLD |
| BoldSavedBy | Name of the user who has saved the Timesheet from AviontéBOLD |
| BoldSavedTime | Date on which the Timesheet was saved from AviontéBOLD |
| BoldSubmittedBy | Name of the user who has submitted the Timesheet from AviontéBOLD |
| BoldSubmittedTime | Date on which the Timesheet was submitted from AviontéBOLD |
| Dynamic Fields |
After the column ‘BoldSubmittedTime’, if there are users of particular categories present in the transaction extra for transaction, then the names of the user along with their respective category are displayed. (These columns are pulled dynamically so these columns would be displayed only if there are users present in transaction extra)
Example: In a particular transaction, if John Doe is a Service Rep of category “CustomerUser” then his name will be displayed in the dynamic column CustomerUser: Service Rep |
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