This report provides all the information related to the transactions level including Canadian Taxes. This report combines Pay Bill Only Transaction, Time Entry Sheet View, Time Entry Batch By Accounting Period, Processed Transaction Summary.
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 TRANSACTION INFO CA
- Click on the Transaction Info CA Report
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This report provides all the information related to the transactions level including Canadian Taxes. This report combines Pay Bill Only Transaction, Time Entry Sheet View, Time Entry Batch By Accounting Period, Processed Transaction Summary.
Filter Options
| Parameter Name | Options | Description | |
| Division | All available Employers | Use this filter to refine Employer of the Transaction | |
| Region | All available Regions | Use this filter to refine Region of the Transaction | |
| Office | All available Offices | Use this filter to refine Office of the Transaction | |
| Company Name | Free Text | Use this filter to refine Company of the Transaction | |
| Time Entry Batch ID | Free Text | Use this filter to refine the Time Entry Batch ID of Transaction | |
| Include Burden Factor | Yes, No | If 'Yes', use this filter to see the Worker Compensation Cost, Burden, Agency Cost, Payment Cost, Gross Profit, Gross Profit Percent, Employer Taxes and Employer Contribution based on burden. | |
| Show Type | Pay Only, Bill Only, Time Entered, Time Unentered | Use this filter to refine the Pay Only Transactions or Bill Only Transactions or Time Entered Transactions or Time Unentered Transactions | |
| Job Type | All available Job Types | Use this filter to refine the Job Type of the Transaction | |
| Extra Value | All available extra fields from Company, Job, and Placement | Use this filter to refine the Extras of the Transaction from Company, Job and Placement categories | |
| Talent ID | Free-form text field | User this filter to refine the data by Talent ID | |
| Date Type | Accounting Period Date, Week Worked, Check 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 Week Worked or Payment Check's Date or Invoice's Date between the date range | ||
| Date To | |||
| Date Range | 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'. |
Graphs/Widgets
Field Details
- Click here to go to the Time 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 | |
| Batch Description | Time Entry Batch Description | |
| Company ID | Transaction's Company ID from Front Office/Bold | |
| Company | Company's Name | |
| Department | Company's Department Name | |
| Company Representative | Company's Representative | If there are multiple representatives for a company, they are separated by comma |
| Talent ID | Transaction's Talent ID from Front Office/Bold | |
| BO Talent ID | Talent's ID from Back Office/CLASSIC | |
| Talent | Talent's Full Name | |
| Is W2 | Talent's W2 Status (Yes/No) | |
| Talent Status | Talent's Status | |
| Job | Transaction's Job Requisition ID | |
| Job ID | Job's ID from Front Office/Bold | |
| Job Sales Rep | Job's Sales Rep | |
| Job Type | Job's Type | |
| Placement ID | Transaction's Placement ID from Front Office/Bold | |
| BO Placement ID | Placement's ID from Back Office/Classic | |
| Placement Recruiter Rep | Placement's Recruiter Rep User | |
| Placement Start Date | Placement's Start Date | |
| Placement End Date | Placement's End Date | |
| Check Accounting Period Date | Transaction's Payment Check Accounting Period Date | |
| Payment Batch ID | Payment Check's Batch ID | |
| Check Date | Payment Check's Date | |
| Check Number | Payment Check's Number | |
| Check Branch | Payment Check's Batch ID | |
| Is Direct Deposit | Payment Check's Direct Deposit Status (Yes/No) | |
| Invoice Accounting Period Date | Transaction's Invoice Accounting Period Date | |
| Invoice Date | Invoice's Date | |
| Invoice Number | Invoice's Number | |
| Invoice Branch | Invoice's Branch | |
| 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 Adjustment Bill | Transaction's Total Adjustment Bill | |
| Worker Comp Cost | Transaction's Worker Comp Cost | |
| Cost Worker Comp Cost | Transaction's Cost Worker Comp Cost | |
| Agency Name | Agency's Name associated with non W2 transaction | |
| Agency Cost | Transaction's Agency Cost | |
| Payment Cost | Transaction's Payment Cost | |
| Burden | Transaction's Burden | |
| Wc Code | Transaction's Worker Compensation Code | |
| Wc Code Rate | Worker Compensation Code's Rate | |
| Job Position | Transaction's Job Position | |
| Gross Profit | Transaction's Gross Profit | |
| Gross Profit Percent | Transaction's Gross Profit Percent | |
| Employer Taxes | Transaction's Employer Taxes | |
| Employer Contribution | Transaction's Employer Contribution | |
| Pay RT Hours | Pay Hours for REG transaction type | |
| Pay OT Hours | Pay Hours for OT transaction type | |
| Pay DT Hours | Pay Hours for DT transaction type | |
| Pay Total Hours | Transaction's Total Pay Hours | |
| Bill RT Hours | Bill Hours for REG transaction type | |
| Bill OT Hours | Bill Hours for OT transaction type | |
| Bill DT Hours | Bill Hours for DT transaction type | |
| Bill Total Hours | Transaction's Total Bill Hours | |
| RT Pay | Total Pay for REG transaction type | |
| OT Pay | Total Pay for OT transaction type | |
| DT Pay | Total Pay for DT transaction type | |
| RT Bill | Total Bill for REG transaction type | |
| OT Bill | Total Bill for OT transaction type | |
| DT Bill | Total Bill for DT transaction type | |
| Total Adjustment Cost | Transaction's Total Adjustment 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 | |
| Non Adjustment Cost | Transaction's Item Cost (Non adjustment Transaction Type) | |
| 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 PO Number | |
| Bill Other Hours | Transaction's Bill Other Hours | Transaction Type whose IncludeInOtherHours Property is True, such transaction's hours are included |
| Pay Other Hours | Transaction's Pay Other Hours | |
| Fed Taxes | Transaction's Canadian Federal Withholding Tax | |
| Prov Taxes | Transaction's Canadian Provincial Taxes | |
| EI EE | Transaction's Canadian EI EE | |
| CPP EE | Transaction's Canadian CPP EE | |
| PPIP EE | Transaction's Canadian PPIP EE | |
| Other Taxes EE | Transaction's Other Taxes except Fed Taxes, Prov Taxes, EI EE, CPP EE, and PPIP EE | |
| Item Text | Transaction's Item Text | If there are multiple item text for a transaction, they are separated by comma |
| Time Sheet Approved By | Transaction's Timesheet Approved By User | |
| Time Sheet Approved Date | Timesheet's Approved Date | |
| Time Sheet Saved By | Timesheet's Saved By User | |
| TimeSheet Saved Time | Timesheet's Saved Date | |
| TimeSheet Submitted By | Timesheet's Submitted By User | |
| TimeSheet Submitted Time | Timesheet's Submitted Date | |
| Dynamic Fields | If there are extra values or commission users associated with the transaction, they are pulled dynamically | |
| Worksite Address | Worksite Address |
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