This report displays billing totals by work state.
Note: This report is part of the INSIGHTS product, please contact your Account Manager to learn more.
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Click on the links below for more information:
If you don't have access to INSIGHTS/Analyze, please reach out to your Account Manager. |
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Filter Panel
Locating the Analyze Report
- Click on Analyze Tab
The Reports Sub Tab will automatically be selected - In the Search Reports field, type BILLING
- Click on the Billing by Work State Report
Logic
This report displays billing totals by work state.
Filter Options
| Filter Name | Options | Description | |
| Division | All available Employer List | Use this filter to refine Employer of the Transaction | |
| Region | All available Region List | Use this filter to refine Region of the Transaction | |
| Office | All available Office List | Use this filter to refine Office of the Transaction | |
| Result Type | Detail, Company, Job Title, State | Use this filter to refine the Result/Result Type of the Report | |
| Date Type | Accounting Period Date Invoice Date |
Use this filter to refine the Date Type of the Transaction | |
| Date From | Use this filter to refine Transaction's Accounting Period Date or Invoice Date between the date range | ||
| Date To | Use this filter to refine Transaction's Accounting Period Date or Invoice Date between the date range | ||
| Date Range | Options in the dropdown: None, Yesterday, Today, Tomorrow, Last Week, This Week, Next Month,etc. | When 'Date Range' is selected, 'Date From' and 'Date To' will be automatically disabled. The user will need to select either 'Date Range' or enter 'Date From' and 'Date To'. |
Field Details
- Click here to go to the Invoice and Accounts Receivable Category (list of Analyze Reports)
- Click here for more information on Terms and Filters (Analyze Reports)
- Click here for more information on System Terms (Glossary)
| Field Name | Description | Notes |
| Company Employer | Company's Employer | The field is shown when Detail or Company is selected in Result Type |
| Company Region | Company's Region | The field is shown when Detail or Company is selected in Result Type |
| Company Office | Company's Office | The field is shown when Detail or Company is selected in Result Type |
| Company ID | Company's ID from Front Office/Bold | The field is shown when Detail or Company is selected in Result Type |
| BO Company ID | Company's ID from Back Office/Classic | The field is shown when Detail or Company is selected in Result Type |
| Company | Company's Full Name | The field is shown when Detail or Company is selected in Result Type |
| Department | Company's Department Name | The field is shown when Detail or Company is selected in Result Type |
| Company Representative | Company's Representative | The field is shown when Detail or Company is selected in Result Type If multiple representatives for a company, then separated by comma |
| Company Status | Company's Status | The field is shown when Detail or Company is selected in Result Type |
| Job Title | Transaction's Job Position | The field is shown when Detail or Job Title is selected in Result Type |
| State | Transaction's State Code | |
| State Desc | Transaction's State Description | |
| Total Hours | Transaction's Total Bill Hours | It is calculated as SUM of Reg, OT, DT plus any pay code that is setup with Property “IncludeInOtherhours” = True. |
| Total Bill | Transaction's Total Bill Amount | |
| Bill Amount | Transaction's Bill Amount | Sum of Item Bill of all Transaction type which is taxable i.e. Is Adjustment = False |
| GP AdjustmentBill | Transaction's GP Adjustment Bill | Sum of Item Bill for Transaction types that is nontaxable and has property GPCalculation set to True. |
| Total Pay | Transaction's Total Pay | |
| Gross Wages | Transaction's Gross Wages | Sum of Item pay for transaction types that is taxable. i.e. Is Adjustment = False |
| GP Adjustment Pay | Transaction's GP Adjustment Pay | Sum of Item Pay for Transaction types that is nontaxable and has property GPCalculation set to True. |
| Employer Taxes | Transaction's Employer Taxes | |
| Employer Contribution | Transaction's Employer Contribution | |
| Worker Comp Cost | Transaction's Worker Comp Cost | |
| Agency Cost | Transaction's Agency Cost | Sum of Item pay is transaction is linked to Agency or Non W2 Employee (Sub contractors) |
| Burden | Transaction's Burden | |
| Gross Profit | Transaction's Gross Profit |
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