Gives detailed information of payroll / billing.
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 FUTURE
- Click on the Future Payroll Billing Report
Logic
Gives detailed information of payroll / billing.
Filter Options
| Filter Name | Options | Description | |
| Division | All available Employers List | Filter Transaction's Employer | |
| Region | All available Region List | Filter Transaction's Region | |
| Office | All available Office List | Filter Transaction's Office | |
| Company | Filter Transaction's Companies | ||
| Future Type | Payroll, Billing, Both | Filter Transactions based on Future Type | |
| Talent ID | Free Text | Filter Transaction's Talent |
Graphs/Widgets
Field Details
- Click here to go to the Payroll 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 |
| Transaction Employer | Transaction's Employer | |
| Transaction Region | Transaction's Region | |
| Transaction Office | Transaction's Office | |
| Accounting Period Date | Transaction's Accounting Period Date | |
| Week Worked | Transaction's Week Worked Date | |
| Time Entry Batch ID | Transaction's Time Entry Batch ID | |
| Transaction ID | Transaction ID | |
| Company ID | Company ID in Front Office/Bold | |
| Company | Company Name | |
| Department | Company Department | |
| Talent ID | Talent ID in Front Office/Bold | |
| BO Talent ID | Talent ID in Back Office/ Classic | |
| Talent | Talent Name | |
| SSN | Talent SSN | Show only last 4 digits |
| IS W2 | Transaction's W2 (Yes/No) | Indicates whether the transaction is a W2 Transaction or Non-W2 Transaction. |
| Job | Job Requisition ID in Front Office/Bold | |
| Job ID | Job ID in Front Office/Bold | |
| BO Job ID | Job ID in Back Office/Classic | |
| Placement ID | Placement ID in Front Office/Bold | |
| BO Placement ID | Placement ID from Back Office/Classic | |
| Placement Start Date | Placement Start Date | |
| Placement End Date | Placement End Date | |
| Check Accounting Period Date | Paycheck’s Accounting Period Date | |
| Check Date | Paycheck’s Check Date | |
| Check Number | Transaction's Check Number | |
| Check Office | Paycheck’s Office | |
| Is Direct Deposit | Paycheck’s direct deposit status (Yes/No), denotes if the check is direct deposit or live check. | |
| Invoice Accounting Period Date | Invoice’s Accounting Period Date | |
| Invoice Date | Invoice’s Invoiced Date | |
| Invoice Number | Transaction's Invoice Number | |
| Invoice Office | Invoice's Office | |
| Transaction Type | Transaction's Pay Code | |
| Pay Unit | Transaction's Pay Unit | |
| Pay Rate | Transaction's Pay Rate associated with the Pay Code | |
| Item Pay | Transaction's Item Pay (Pay Unit * Pay Rate) | |
| Bill Unit | Transaction's Bill Unit | |
| Bill Rate | Transaction's Bill Rate associated with the Pay Code | |
| Item Bill | Transaction's Item Bill (Bill Unit * Bill Rate) | |
| Cost Unit | Transaction's CostUnit | |
| Cost Rate | Transaction's CostRate | |
| Item Cost | Transaction's ItemCost (Cost Unit * Cost Rate) | |
| Sales Tax Amount | Transaction's Sales Tax Amount | |
| Total Pay | Transaction's Total Pay | |
| Total Bill | Transaction's Total Bill | |
| Bill Amount | Transaction's Bill Amount | |
| Gross Wages | Transaction's Gross Wages | |
| Total Adjustment Pay | Transaction's Total Adjustment Pay | |
| Total AdjustmentBill | Transaction's Total Adjustment Bill | |
| Worker Comp Cost | Transaction's WorkerCompCost | |
| Cost Worker Comp Cost | Transaction's CostWorkerCompCost | |
| Agency Name | Agency Name associated with non W2 transaction | |
| Agency Cost | Transaction's Agency Cost | |
| Payment Cost | Transaction's Payment Cost | |
| Burden | Transaction's Burden | |
| Gross Profit | Transaction's Gross Profit | |
| Gross Profit Percent | Transaction's GrossProfit Percent | |
| Employer Taxes | Transaction's Employer Taxes | |
| Employer Contribution | Transaction's Employer Contribution | |
| Pay RT Hours | Transaction's Pay Hours for “REG” pay code | |
| Pay OT Hours | Transaction's Pay Hours for “OT” pay code | |
| Pay DT Hours | Transaction's Pay Hours for “DT” pay code | |
| Pay Total Hours | Transaction's PayTotalHours | SUM of pay hours of Reg, OT, DT plus any pay code that is setup with Property “IncludeInOtherhours” = True. |
| Bill RT Hours | Transaction's Bill Hours for “REG” pay code | |
| Bill OT Hours | Transaction's Bill Hours for “OT” pay code | |
| Bill DT Hours | Transaction's Bill Hours for “DT” pay code | |
| Bill Total Hours | Transaction's Bill Total Hours | SUM of bill hours of Reg, OT, DT plus any pay code that is setup with Property “IncludeInOtherhours” = True. |
| RT Pay | Transaction's Total Pay for “REG” pay code | |
| OT Pay | Transaction's Total Pay for “OT” pay code | |
| DT Pay | Transaction's Total Pay for “DT” pay code | |
| RT Bill | Transaction's Total Bill for “REG” pay code | |
| OT Bill | Transaction's Total Bill for “OT” pay code | |
| DT Bill | Transaction's Total Bill for “DT” pay code | |
| Job Type | Job Type | |
| WC code | Transaction's Worker compensation Code | |
| WC Code Rate | Rate associated with the Transaction's Worker compensation Code | |
| Job Position | Transaction's Job Position | |
| Total Adjustment Cost | Transaction's Total Adjsutment Cost | |
| GP Adjustment Pay | Transaction's GP Adjustment Pay | |
| GP Adjustment Bill | Transaction's GP Adjustment Bill | |
| GP Adjustment Cost | Transaction's GP Adjustment Cost | |
| Worker Comp Wage | Transaction's Worker Comp Wage | |
| Credit Card Fee | Transaction's Credit Card Fee | |
| Discount Amount | Transaction's Discount Amount | |
| Rebate Amount | Transaction's Rebate Amount | |
| PO Number | Transaction's Purchase Order | |
| Bill Other Hours | Total Bill Hours of paycode other than Reg, OT, DT that has Property “IncludeInOtherhours” = True. | |
| Pay Other Hours | Total Pay Hours of paycode other than Reg, OT, DT that has Property “IncludeInOtherhours” = True. | |
| Dynamic Fields | Extra Values are displayed dynamically if there are users present in Transaction Extra. |
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