Report Improvements

Written by Caitlin Williams

10.2 Release Notification – 18 Dec 2016

NEW FEATURES

New Expense Details Report
More granular reporting of Expenses within an Expense Report

Changes to Employee Expenses Report
Renamed to ‘Expense Reports’ and moved to Reports > Payroll > Expenses

New Recoverable Deductions Report Export Options
PDF and CSV exports of on-screen data

Job Report Export Improvements
Detailed export now includes Invoice Item PO numbers

Payment Report Payment ID Search
Filter for Payment IDs

There have also been regular bug fixes and performance improvements.  If you have reported any bugs that have been resolved in this release you will be notified by the Client Services team directly.

Improvements

New Expense Details Report

Reports > Payroll > Expenses > Expense Details

A new report that displays individual Expenses listed within Expense Reports.  This makes it easier to search and summarise individual Expenses across different Expense Reports – for example, finding all the travel expenses.  This report allows filtering by Payroll and Billing Entities, Dates, Customer, Categories, Employee name and Status.  The report also has summarisation by Payroll and Billing Entities, Customer, Employee and Category.

Enabled in 10.2

Changes to Employee Expenses Report

Reports > Payroll > Expenses > Expense Reports

The existing ‘Employee Expenses’ Report has been renamed to ‘Expense Reports’ to emphasise that it is reporting at the Expense Reports level rather than the individual Expense level.  This report is now also found in the same ‘Expenses’ subheading within the Payroll Reports navigation. Nothing else on this report has been changed.

Enabled in 10.2

New Recoverable Deductions Report Export Options

Reports > Payroll > Recoverable Deductions

The Recoverable Deductions Report now has two export options – PDF and CSV.  These both provide the unexpanded view of the report.

Enabled in 10.2

Job Report Export Improvements

Reports > Management > Job Report

The ‘Detailed’ CSV export now displays the Approver, Rate Card and Rule Group of the Job.  All other fields remain.

Enabled in 10.2

Payment Report Payment ID Search

Reports > Invoicing > Payment Report

You can now filter the Payment Report for a specific Payment ID.  Expand the ‘Report Settings’ dialog and enter the desired Payment ID in the search box.  Please note all Payment IDs begin with a “P” (e.g. “P101” or “P99,P101”).

Enabled in 10.2