Report Builder Data Fields (WorkflowMax Premium)
Select any of the report types listed below for details of the data fields available in the WorkflowMax Premium report builder when building reports from scratch.
Table | Field | Description |
---|---|---|
Client |
Account Manager |
Partner at Client Level |
Client |
Address |
Physical Street Address |
Client |
Agency Status |
|
Client |
Balance Date |
End of Financial Year (Month) |
Client |
Billing Details |
Billing Client |
Client |
Business Structure |
Club or Society, Company, Estate or Trust, Individual, Look-through Company, Maori Authority, Other, Partnership |
Client |
Client |
|
Client |
Company Number |
Company Number from Companies Office |
Client |
Country |
|
Client |
Date Of Birth |
|
Client |
|
|
Client |
Export Code |
|
Client |
Fax |
|
Client |
First Name |
Individual Client only |
Client |
Group(s) |
Client Group(s) - all groups assigned to one client |
Client |
GST Basis |
Invoice or Payments |
Client |
GST Period |
Monthly, 2 monthly, quarterly, 6 monthly etc. |
Client |
GST Registered? |
|
Client |
Job Manager |
Manager at Client Level |
Client |
Last Name |
Individual Client only |
Client |
Other Name |
Individual Client only |
Client |
Phone |
|
Client |
Post Code |
Physical Address Post Code |
Client |
Postal Address |
Postal Street Address |
Client |
Postal Country |
|
Client |
Postal Post Code |
|
Client |
Postal State/Region |
|
Client |
Postal Town/City |
|
Client |
Prepare GST |
|
Client |
Provisional Tax Basis |
|
Client |
Provisional Tax Ratio |
|
Client |
Referral Source |
|
Client |
Return Type |
Tax Return Types |
Client |
Signed Tax Authority? |
|
Client |
State/Region |
|
Client |
Status |
Prospect, Client or Archived |
Client |
Tax Agent |
|
Client |
Tax Number |
NZ: IRD Number/ AU: TFN |
Client |
Tax Return Status (2012) |
|
Client |
Tax Return Status (2013) |
|
Client |
Tax Return Status (2014) |
|
Client |
Tax Return Status (2015) |
|
Client |
Tax Return Status (2016) |
|
Client |
Tax Return Status (2017) |
|
Client |
Town/City |
|
Client |
Type |
Client Type set in Business > Settings > Client Settings > Client Type tab |
Client |
Web Site |
|
Client |
Zero Rated Tax |
Yes or No |
Contact |
Addressee |
|
Contact |
Contact |
|
Contact |
|
|
Contact |
Mobile |
|
Contact |
Phone |
|
Contact |
Position |
|
Contact |
Salutation |
|
Table | Field | Description |
---|---|---|
Group |
Name |
|
Client |
Account Manager |
|
Client |
Address |
|
Client |
Agency Status |
|
Client |
Balance Date |
|
Client |
Billing Details |
|
Client |
Business Structure |
|
Client |
Client |
|
Client |
Company Number |
|
Client |
Country |
|
Client |
Date Of Birth |
|
Client |
|
|
Client |
Export Code |
|
Client |
Fax |
|
Client |
First Name |
|
Client |
Group(s) |
|
Client |
GST Basis |
|
Client |
GST Period |
|
Client |
GST Registered? |
|
Client |
Job Manager |
|
Client |
Last Name |
|
Client |
Other Name |
|
Client |
Phone |
|
Client |
Post Code |
|
Client |
Postal Address |
|
Client |
Postal Country |
|
Client |
Postal Post Code |
|
Client |
Postal State/Region |
|
Client |
Postal Town/City |
|
Client |
Prepare GST |
|
Client |
Provisional Tax Basis |
|
Client |
Provisional Tax Ratio |
|
Client |
Referral Source |
|
Client |
Return Type |
|
Client |
Signed Tax Authority? |
|
Client |
State/Region |
|
Client |
Status |
|
Client |
Tax Agent |
|
Client |
Tax Number |
|
Client |
Tax Return Status (2012) |
|
Client |
Tax Return Status (2013) |
|
Client |
Tax Return Status (2014) |
|
Client |
Tax Return Status (2015) |
|
Client |
Tax Return Status (2016) |
|
Client |
Tax Return Status (2017) |
|
Client |
Town/City |
|
Client |
Type |
|
Client |
Web Site |
|
Client |
Zero Rated Tax |
|
Table | Field | Description |
---|---|---|
Note |
Added By |
|
Note |
Date |
|
Note |
Folder |
|
Note |
Text |
|
Note |
Title |
|
Client |
Account Manager |
|
Client |
Address |
|
Client |
Agency Status |
|
Client |
Balance Date |
|
Client |
Billing Details |
|
Client |
Business Structure |
|
Client |
Client |
|
Client |
Company Number |
|
Client |
Country |
|
Client |
Date Of Birth |
|
Client |
|
|
Client |
Export Code |
|
Client |
Fax |
|
Client |
First Name |
|
Client |
Group(s) |
|
Client |
GST Basis |
|
Client |
GST Period |
|
Client |
GST Registered? |
|
Client |
Job Manager |
|
Client |
Last Name |
|
Client |
Other Name |
|
Client |
Phone |
|
Client |
Post Code |
|
Client |
Postal Address |
|
Client |
Postal Country |
|
Client |
Postal Post Code |
|
Client |
Postal State/Region |
|
Client |
Postal Town/City |
|
Client |
Prepare GST |
|
Client |
Provisional Tax Basis |
|
Client |
Provisional Tax Ratio |
|
Client |
Referral Source |
|
Client |
Return Type |
|
Client |
Signed Tax Authority? |
|
Client |
State/Region |
|
Client |
Status |
|
Client |
Tax Agent |
|
Client |
Tax Number |
|
Client |
Tax Return Status (2012) |
|
Client |
Tax Return Status (2013) |
|
Client |
Tax Return Status (2014) |
|
Client |
Tax Return Status (2015) |
|
Client |
Tax Return Status (2016) |
|
Client |
Tax Return Status (2017) |
|
Client |
Town/City |
|
Client |
Type |
|
Client |
Web Site |
|
Client |
Zero Rated Tax |
|
Table | Field | Description |
---|---|---|
Client Relationship |
Current? |
|
Client Relationship |
End Date |
|
Client Relationship |
Percentage |
|
Client Relationship |
Related Client |
|
Client Relationship |
Relationship Type |
Options depends on business structure |
Client Relationship |
Shares |
|
Client Relationship |
Start Date |
|
Client |
Account Manager |
|
Client |
Address |
|
Client |
Agency Status |
|
Client |
Balance Date |
|
Client |
Billing Details |
|
Client |
Business Structure |
|
Client |
Client |
|
Client |
Company Number |
|
Client |
Country |
|
Client |
Date Of Birth |
|
Client |
|
|
Client |
Export Code |
|
Client |
Fax |
|
Client |
First Name |
|
Client |
Group(s) |
|
Client |
GST Basis |
|
Client |
GST Period |
|
Client |
GST Registered? |
|
Client |
Job Manager |
|
Client |
Last Name |
|
Client |
Other Name |
|
Client |
Phone |
|
Client |
Post Code |
|
Client |
Postal Address |
|
Client |
Postal Country |
|
Client |
Postal Post Code |
|
Client |
Postal State/Region |
|
Client |
Postal Town/City |
|
Client |
Prepare GST |
|
Client |
Provisional Tax Basis |
|
Client |
Provisional Tax Ratio |
|
Client |
Referral Source |
|
Client |
Return Type |
|
Client |
Signed Tax Authority? |
|
Client |
State/Region |
|
Client |
Status |
|
Client |
Tax Agent |
|
Client |
Tax Number |
|
Client |
Tax Return Status (2012) |
|
Client |
Tax Return Status (2013) |
|
Client |
Tax Return Status (2014) |
|
Client |
Tax Return Status (2015) |
|
Client |
Tax Return Status (2016) |
|
Client |
Tax Return Status (2017) |
|
Client |
Town/City |
|
Client |
Type |
|
Client |
Web Site |
|
Client |
Zero Rated Tax |
|
Table | Field | Description |
---|---|---|
Client |
Account Manager |
|
Client |
Address |
|
Client |
Agency Status |
|
Client |
Balance Date |
|
Client |
Billing Details |
|
Client |
Business Structure |
|
Client |
Client |
|
Client |
Company Number |
|
Client |
Country |
|
Client |
Date Of Birth |
|
Client |
|
|
Client |
Export Code |
|
Client |
Fax |
|
Client |
First Name |
|
Client |
Group(s) |
|
Client |
GST Basis |
|
Client |
GST Period |
|
Client |
GST Registered? |
|
Client |
Job Manager |
|
Client |
Last Name |
|
Client |
Other Name |
|
Client |
Phone |
|
Client |
Post Code |
|
Client |
Postal Address |
|
Client |
Postal Country |
|
Client |
Postal Post Code |
|
Client |
Postal State/Region |
|
Client |
Postal Town/City |
|
Client |
Prepare GST |
|
Client |
Provisional Tax Basis |
|
Client |
Provisional Tax Ratio |
|
Client |
Referral Source |
|
Client |
Return Type |
|
Client |
Signed Tax Authority? |
|
Client |
State/Region |
|
Client |
Status |
|
Client |
Tax Agent |
|
Client |
Tax Number |
|
Client |
Tax Return Status (2012) |
|
Client |
Tax Return Status (2013) |
|
Client |
Tax Return Status (2014) |
|
Client |
Tax Return Status (2015) |
|
Client |
Tax Return Status (2016) |
|
Client |
Tax Return Status (2017) |
|
Client |
Town/City |
|
Client |
Type |
|
Client |
Web Site |
|
Client |
Zero Rated Tax |
|
Table | Field | Description |
---|---|---|
Job |
% Complete |
(Total Actual Time / Total Estimated Time) x 100 |
Job |
Actual Time |
|
Job |
Actual Time this Month |
|
Job |
Billable |
|
Job |
Billable (Costs) |
|
Job |
Billable (Time) |
|
Job |
Budget |
|
Job |
Client Number |
|
Job |
Completed Date |
System recorded date on the last time the job was changed to "Completed" state |
Job |
Cost |
|
Job |
Date Created |
System recorded date on creation |
Job |
Date Last Invoiced |
|
Job |
Date Last Payment |
|
Job |
Date Time Last Entered |
|
Job |
Description |
|
Job |
Draft Invoice |
|
Job |
Due Date |
|
Job |
Estimated Billings |
|
Job |
Estimated Time |
|
Job |
Has Tasks? |
|
Job |
Invoiced |
|
Job |
Job No. |
|
Job |
Job Summary |
|
Job |
Manager |
|
Job |
Milestones |
|
Job |
Milestones (Completed) |
|
Job |
Milestones (Uncompleted) |
|
Job |
Name |
|
Job |
Partner |
|
Job |
Priority |
|
Job |
Quoted |
|
Job |
Quoted (excl deposits) |
|
Job |
Remaining Time |
|
Job |
Staff |
|
Job |
Start Date |
|
Category |
Category |
|
Client |
Account Manager |
|
Client |
Address |
|
Client |
Agency Status |
|
Client |
Balance Date |
|
Client |
Billing Details |
|
Client |
Business Structure |
|
Client |
Client |
|
Client |
Company Number |
|
Client |
Country |
|
Client |
Date Of Birth |
|
Client |
|
|
Client |
Export Code |
|
Client |
Fax |
|
Client |
First Name |
|
Client |
Group(s) |
|
Client |
GST Basis |
|
Client |
GST Period |
|
Client |
GST Registered? |
|
Client |
Job Manager |
|
Client |
Last Name |
|
Client |
Other Name |
|
Client |
Phone |
|
Client |
Post Code |
|
Client |
Postal Address |
|
Client |
Postal Country |
|
Client |
Postal Post Code |
|
Client |
Postal State/Region |
|
Client |
Postal Town/City |
|
Client |
Prepare GST |
|
Client |
Provisional Tax Basis |
|
Client |
Provisional Tax Ratio |
|
Client |
Referral Source |
|
Client |
Return Type |
|
Client |
Signed Tax Authority? |
|
Client |
State/Region |
|
Client |
Status |
|
Client |
Tax Agent |
|
Client |
Tax Number |
|
Client |
Tax Return Status (2012) |
|
Client |
Tax Return Status (2013) |
|
Client |
Tax Return Status (2014) |
|
Client |
Tax Return Status (2015) |
|
Client |
Tax Return Status (2016) |
|
Client |
Tax Return Status (2017) |
|
Client |
Town/City |
|
Client |
Type |
|
Client |
Web Site |
|
Client |
Zero Rated Tax |
|
Contact |
Contact |
|
Contact |
|
|
Contact |
Mobile |
|
Contact |
Phone |
|
Contact |
Position |
|
State |
State |
|
Table | Field | Description |
---|---|---|
Client Rate |
Client Rate |
Custom client rate set up for the client |
Client Rate |
Task |
Includes standard Task name setup in Task Settings and also "Default Task Rate" which used to set a single custom client rate for all tasks |
Client Rate |
Task Rate |
Standard Task Rate from Task Settings |
Client |
Account Manager |
|
Client |
Address |
|
Client |
Agency Status |
|
Client |
Balance Date |
|
Client |
Billing Details |
|
Client |
Business Structure |
|
Client |
Client |
|
Client |
Company Number |
|
Client |
Country |
|
Client |
Date Of Birth |
|
Client |
|
|
Client |
Export Code |
|
Client |
Fax |
|
Client |
First Name |
|
Client |
Group(s) |
|
Client |
GST Basis |
|
Client |
GST Period |
|
Client |
GST Registered? |
|
Client |
Job Manager |
|
Client |
Last Name |
|
Client |
Other Name |
|
Client |
Phone |
|
Client |
Post Code |
|
Client |
Postal Address |
|
Client |
Postal Country |
|
Client |
Postal Post Code |
|
Client |
Postal State/Region |
|
Client |
Postal Town/City |
|
Client |
Prepare GST |
|
Client |
Provisional Tax Basis |
|
Client |
Provisional Tax Ratio |
|
Client |
Referral Source |
|
Client |
Return Type |
|
Client |
Signed Tax Authority? |
|
Client |
State/Region |
|
Client |
Status |
|
Client |
Tax Agent |
|
Client |
Tax Number |
|
Client |
Tax Return Status (2012) |
|
Client |
Tax Return Status (2013) |
|
Client |
Tax Return Status (2014) |
|
Client |
Tax Return Status (2015) |
|
Client |
Tax Return Status (2016) |
|
Client |
Tax Return Status (2017) |
|
Client |
Town/City |
|
Client |
Type |
|
Client |
Web Site |
|
Client |
Zero Rated Tax |
|
Table | Field | Description |
---|---|---|
Invoice |
Aged Days |
Current, 30, 60, 90+, Paid |
Invoice |
Amount |
|
Invoice |
Amount (incl tax) |
|
Invoice |
Amount (Totalled) |
|
Invoice |
Amount Outstanding (incl tax) |
|
Invoice |
Amount Paid |
|
Invoice |
Billing Type |
Actual, Quoted, Miscellaneous |
Invoice |
Client |
|
Invoice |
Client Order No. |
|
Invoice |
Contact |
|
Invoice |
Costs Invoiced |
Disbursement unit price |
Invoice |
Costs Invoiced (at cost) |
Disbursement unit cost |
Invoice |
Date |
|
Invoice |
Date Paid |
|
Invoice |
Description |
|
Invoice |
Due Date |
|
Invoice |
Invoice No. |
|
Invoice |
Job Category |
|
Invoice |
Job Name(s) |
|
Invoice |
Job Number(s) |
|
Invoice |
Paid |
|
Invoice |
Quote Number(s) |
|
Invoice |
Referral Source |
|
Invoice |
Sent |
|
Invoice |
Tasks Invoiced |
|
Invoice |
Type |
Final, Progress, Miscellaneous |
Client |
Account Manager |
|
Client |
Address |
|
Client |
Client |
|
Client |
Country |
|
Client |
Date Of Birth |
|
Client |
|
|
Client |
Export Code |
|
Client |
Fax |
|
Client |
First Name |
|
Client |
Group(s) |
|
Client |
Job Manager |
|
Client |
Last Name |
|
Client |
Other Name |
|
Client |
Phone |
|
Client |
Post Code |
|
Client |
Postal Address |
|
Client |
Postal Country |
|
Client |
Postal Post Code |
|
Client |
Postal State/Region |
|
Client |
Postal Town/City |
|
Client |
Referral Source |
|
Client |
State/Region |
|
Client |
Status |
|
Client |
Town/City |
|
Client |
Type |
|
Client |
URL |
Same as [Client] Website |
Client |
Zero Rated Tax |
|
Table | Field | Description |
---|---|---|
Invoice |
Amount |
|
Invoice |
Amount (incl tax) |
|
Invoice |
Amount (Totalled) |
|
Invoice |
Billing Type |
|
Invoice |
Client |
|
Invoice |
Contact |
|
Invoice |
Date |
|
Invoice |
Description |
|
Invoice |
Invoice No. |
|
Invoice |
Job Number(s) |
|
Invoice |
Type |
|
Table | Field | Description |
---|---|---|
Invoice |
Amount |
|
Invoice |
Amount (incl tax) |
|
Invoice |
Amount (Totalled) |
|
Invoice |
Billing Type |
|
Invoice |
Client |
|
Invoice |
Contact |
|
Invoice |
Date |
|
Invoice |
Description |
|
Invoice |
Invoice No. |
|
Invoice |
Job Number(s) |
|
Invoice |
Type |
|
Client |
Account Manager |
|
Client |
Address |
|
Client |
Client |
|
Client |
Country |
|
Client |
Date Of Birth |
|
Client |
|
|
Client |
Export Code |
|
Client |
Fax |
|
Client |
First Name |
|
Client |
Group(s) |
|
Client |
Job Manager |
|
Client |
Last Name |
|
Client |
Other Name |
|
Client |
Phone |
|
Client |
Post Code |
|
Client |
Postal Address |
|
Client |
Postal Country |
|
Client |
Postal Post Code |
|
Client |
Postal State/Region |
|
Client |
Postal Town/City |
|
Client |
Referral Source |
|
Client |
State/Region |
|
Client |
Status |
|
Client |
Town/City |
|
Client |
Type |
|
Client |
URL |
|
Client |
Zero Rated Tax |
|
Table | Field | Description |
---|---|---|
Cost |
Amount |
|
Cost |
Amount (Totalled) |
|
Cost |
Billing Type |
|
Cost |
Code |
|
Cost |
Cost |
|
Cost |
Description |
|
Cost |
Note |
|
Cost |
Quantity |
|
Cost |
Supplier |
|
Cost |
Unit Cost |
|
Cost |
Unit Price |
|
Invoice |
Aged Days |
|
Invoice |
Amount |
|
Invoice |
Amount (incl tax) |
|
Invoice |
Amount (Totalled) |
|
Invoice |
Amount Outstanding (incl tax) |
|
Invoice |
Amount Paid |
|
Invoice |
Billing Type |
|
Invoice |
Client |
|
Invoice |
Client Order No. |
|
Invoice |
Contact |
|
Invoice |
Costs Invoiced |
|
Invoice |
Costs Invoiced (at cost) |
|
Invoice |
Date |
|
Invoice |
Date Paid |
|
Invoice |
Description |
|
Invoice |
Due Date |
|
Invoice |
Invoice No. |
|
Invoice |
Job Category |
|
Invoice |
Job Name(s) |
|
Invoice |
Job Number(s) |
|
Invoice |
Paid |
|
Invoice |
Quote Number(s) |
|
Invoice |
Referral Source |
|
Invoice |
Sent |
|
Invoice |
Tasks Invoiced |
|
Invoice |
Type |
|
Table | Field | Description |
---|---|---|
Note |
Added By |
|
Note |
Billing Type |
|
Note |
Date |
|
Note |
Folder |
|
Note |
Text |
|
Note |
Title |
|
Invoice |
Aged Days |
|
Invoice |
Amount |
|
Invoice |
Amount (incl tax) |
|
Invoice |
Amount (Totalled) |
|
Invoice |
Amount Outstanding (incl tax) |
|
Invoice |
Amount Paid |
|
Invoice |
Billing Type |
|
Invoice |
Client |
|
Invoice |
Client Order No. |
|
Invoice |
Contact |
|
Invoice |
Costs Invoiced |
|
Invoice |
Costs Invoiced (at cost) |
|
Invoice |
Date |
|
Invoice |
Date Paid |
|
Invoice |
Description |
|
Invoice |
Due Date |
|
Invoice |
Invoice No. |
|
Invoice |
Job Category |
|
Invoice |
Job Name(s) |
|
Invoice |
Job Number(s) |
|
Invoice |
Paid |
|
Invoice |
Quote Number(s) |
|
Invoice |
Referral Source |
|
Invoice |
Sent |
|
Invoice |
Tasks Invoiced |
|
Invoice |
Type |
|
Table | Field | Description |
---|---|---|
Task |
Amount |
|
Task |
Amount (Totalled) |
|
Task |
Billable Rate |
|
Task |
Billing Type |
|
Task |
Description |
|
Task |
Label |
|
Task |
Name |
|
Task |
Name + Label |
|
Task |
Time |
|
Invoice |
Aged Days |
|
Invoice |
Amount |
|
Invoice |
Amount (incl tax) |
|
Invoice |
Amount (Totalled) |
|
Invoice |
Amount Outstanding (incl tax) |
|
Invoice |
Amount Paid |
|
Invoice |
Billing Type |
|
Invoice |
Client |
|
Invoice |
Client Order No. |
|
Invoice |
Contact |
|
Invoice |
Costs Invoiced |
|
Invoice |
Costs Invoiced (at cost) |
|
Invoice |
Date |
|
Invoice |
Date Paid |
|
Invoice |
Description |
|
Invoice |
Due Date |
|
Invoice |
Invoice No. |
|
Invoice |
Job Category |
|
Invoice |
Job Name(s) |
|
Invoice |
Job Number(s) |
|
Invoice |
Paid |
Yes or No |
Invoice |
Quote Number(s) |
|
Invoice |
Referral Source |
|
Invoice |
Sent |
Yes or No |
Invoice |
Tasks Invoiced |
Amount |
Invoice |
Type |
Miscellaneous, Progress Invoice, Final Invoice |
Table | Field | Description |
---|---|---|
Time |
Base Rate |
|
Time |
Billable |
|
Time |
Cost |
|
Time |
Date |
|
Time |
Invoiced Amount |
|
Time |
Invoiced Amount (Totalled) |
|
Time |
Invoiced Rate |
|
Time |
Invoiced Time |
|
Time |
Invoiced Time (Totalled) |
|
Time |
Note |
|
Time |
Time |
|
Time |
Write Up Amount |
|
Time |
Write Up Amount (Totalled) |
|
Time |
Written Up Time |
|
Invoice |
Date |
|
Invoice |
Invoice Number |
|
Job |
% Complete |
|
Job |
Account Manager |
|
Job |
Billing Details |
|
Job |
Budget |
|
Job |
Capacity Reducing |
|
Job |
Category |
|
Job |
Client |
|
Job |
Client Order No. |
|
Job |
Completed Date |
|
Job |
Contact |
|
Job |
Description |
|
Job |
Due Date |
|
Job |
Invoiced |
|
Job |
Job Manager |
|
Job |
Job No. |
|
Job |
Job Summary |
|
Job |
Milestones |
|
Job |
Milestones (Completed) |
|
Job |
Milestones (Uncompleted) |
|
Job |
Name |
|
Job |
Partner |
|
Job |
Priority |
|
Job |
Staff |
|
Job |
Start Date |
|
Job |
State |
|
Staff |
Name |
|
Staff |
Payroll Code |
|
Task |
Actual Time |
|
Task |
Billable |
|
Task |
Estimated Time |
|
Task |
Folder |
|
Task |
Label |
|
Task |
Name |
|
Task |
Name +Label |
|
Task |
Remaining Time |
|
Table | Field | Description |
---|---|---|
Job |
Actual Cost |
Total of Actual Cost (Costs) plus Actual Cost (Time) |
Job |
Actual Cost (Costs) |
Supplier Cost |
Job |
Actual Cost (Time) |
Staff Cost (based on Staff Base Rate) |
Job |
Actual Time |
|
Job |
Actual Time this Month |
|
Job |
Adhoc Time? |
Yes or No |
Job |
Billable |
Total of Estimated Billings (excl. tax), that is Total of Billable Costs plus Billable Time |
Job |
Billable- Actual Cost |
Total of Estimated Billings less Actual Cost on job |
Job |
Billable (Costs) |
Actual Costs on job |
Job |
Billable (Time) |
Use Billable Rates based on applicable WorkflowMax Premium rates hierarchy (ignores the actual rate at which time sheet was invoiced) and includes future time sheet |
Job |
Budget |
Job Budget |
Job |
Capacity Reducing? |
Yes, No. Can be set up via Business > Settings > Capacity |
Job |
Client Number |
Client Order Number |
Job |
Completed Date |
|
Job |
Date Created |
|
Job |
Date Last Invoiced |
|
Job |
Date Last Payment |
|
Job |
Date Time Last Entered |
Date on latest time sheet which could even be in the future |
Job |
Days to Complete |
How long a job takes to complete, that is from Start Date to Completed Date (not how long it is scheduled to take) |
Job |
Description |
Job Description |
Job |
Draft Invoice |
Draft Invoice Amount (excl. tax) |
Job |
Draft Invoice (incl tax) |
|
Job |
Due Date |
|
Job |
Estimated Cost |
|
Job |
Estimated Cost (Costs) |
|
Job |
Estimated Cost (Tasks) |
|
Job |
Estimated Time |
|
Job |
Exclude from WIP? |
|
Job |
Has Draft Invoice? |
|
Job |
Has Invoice? |
|
Job |
Has Purchase Order? |
|
Job |
Has Quote? |
|
Job |
Has Tasks? |
|
Job |
Invoice Number(s) |
|
Job |
Invoice Number(s) Last Month |
|
Job |
Invoice Number(s) This Month |
|
Job |
Invoiced |
|
Job |
Invoiced- Billable |
Similar to write on/off |
Job |
Invoiced (incl tax) |
|
Job |
Invoiced Costs |
|
Job |
Invoiced Last Month |
|
Job |
Invoiced Last Month (incl tax) |
|
Job |
Invoiced This Month |
|
Job |
Invoiced This Month (incl tax) |
|
Job |
Invoiced Time |
Hours |
Job |
Invoiced Time Amount |
Dollar amount |
Job |
Job No. |
|
Job |
Job Summary |
|
Job |
Manager |
|
Job |
Milestones |
|
Job |
Milestones (Completed) |
|
Job |
Milestones (Uncompleted) |
|
Job |
Name |
|
Job |
Outstanding (incl tax) |
Unpaid invoice amounts |
Job |
Paid |
|
Job |
Partner |
|
Job |
Priority |
|
Job |
Profit |
Similar to Invoice less Cost |
Job |
Profit% |
|
Job |
Profit (on costs) |
|
Job |
Quoted |
|
Job |
Quoted- Billable |
Estimated profit |
Job |
Quoted (exclDeposits) |
|
Job |
Quoted (incl tax) |
|
Job |
Quoted Amount (Costs) |
|
Job |
Quoted Amount (Tasks) |
|
Job |
Quoted to be Invoiced |
Quoted amount less total net invoiced amount |
Job |
Remaining Time |
|
Job |
Staff |
|
Job |
Start Date |
|
Category |
Category |
|
Client |
Account Manager |
|
Client |
Address |
|
Client |
Client |
|
Client |
Country |
|
Client |
Date Of Birth |
|
Client |
|
|
Client |
Export Code |
|
Client |
Fax |
|
Client |
First Name |
|
Client |
Group(s) |
|
Client |
Job Manager |
|
Client |
Last Name |
|
Client |
Other Name |
|
Client |
Phone |
|
Client |
Post Code |
|
Client |
Postal Address |
|
Client |
Postal Country |
|
Client |
Postal Post Code |
|
Client |
Postal State/Region |
|
Client |
Postal Town/City |
|
Client |
Referral Source |
|
Client |
State/Region |
|
Client |
Status |
|
Client |
Town/City |
|
Client |
Type |
|
Client |
URL |
|
Client |
Zero Rated Tax |
|
Contact |
Contact |
Contacts assigned to jobs, if no contacts assigned, this field will be empty |
Contact |
|
Contacts assigned to jobs, if no contacts assigned, this field will be empty |
Contact |
Mobile |
Contacts assigned to jobs, if no contacts assigned, this field will be empty |
Contact |
Phone |
Contacts assigned to jobs, if no contacts assigned, this field will be empty |
Contact |
Position |
Contacts assigned to jobs, if no contacts assigned, this field will be empty |
State |
State |
|
Table | Field | Description |
---|---|---|
Staff |
Staff |
Individual staff assigned to a job |
Job |
% Complete |
(actual hours / estimated hours)*100 |
Job |
Account Manager |
Partner at Client Level |
Job |
Adhoc Time? |
Yes or No |
Job |
Billing Details |
Billing Client |
Job |
Budget |
Job Budget |
Job |
Capacity Reducing |
Yes or No |
Job |
Category |
|
Job |
Client |
|
Job |
Client Order No. |
|
Job |
Completed Date |
|
Job |
Contact |
|
Job |
Description |
|
Job |
Due Date |
|
Job |
Exclude from WIP? |
Yes or No |
Job |
Invoiced |
Total amount invoices (excl. tax) |
Job |
Job Manager |
Manager at Job Level |
Job |
Job No. |
|
Job |
Job Summary |
|
Job |
Milestones |
List of all milestones |
Job |
Milestones (Completed) |
List of completed milestones |
Job |
Milestones (Uncompleted) |
List of uncompleted milestones |
Job |
Name |
|
Job |
Partner |
Partner at Job Level |
Job |
Priority |
|
Job |
Staff |
All staff assigned to a job |
Job |
Start Date |
|
Job |
State |
|
Table | Field | Description |
---|---|---|
Cost |
Actual Cost? |
Yes - Actual; No - Estimated |
Cost |
Added By |
|
Cost |
Amount |
Unit price x qty |
Cost |
Amount (incl tax) |
(unit price x tax on tax rate 1) x qty |
Cost |
Billable |
|
Cost |
Code |
|
Cost |
Cost |
Unit Cost x qty |
Cost |
Cost (incl tax) |
(Unit Cost + tax calculated on tax rate 1) x qty |
Cost |
Date |
|
Cost |
Description |
|
Cost |
Folder |
|
Cost |
Invoiced |
|
Cost |
Note |
|
Cost |
Price |
Unit Price X qty |
Cost |
Profit |
|
Cost |
Quantity |
list qty of each cost record |
Cost |
Quantity (Summed) |
list qty of each cost record but also gives a total qty calculation at the bottom/end of the report |
Cost |
Quantity (Totalled) |
able to display total a qty of different cost items based on prior fields |
Cost |
Quantity Ordered |
|
Cost |
Supplier |
|
Cost |
Supplier Phone |
|
Cost |
Unit Cost |
|
Cost |
Unit Price |
|
Job |
% Complete |
|
Job |
Account Manager |
|
Job |
Adhoc Time? |
|
Job |
Billing Details |
|
Job |
Budget |
|
Job |
Capacity Reducing |
|
Job |
Category |
|
Job |
Client |
|
Job |
Client Order No. |
|
Job |
Completed Date |
|
Job |
Contact |
|
Job |
Description |
|
Job |
Due Date |
|
Job |
Exclude from WIP? |
|
Job |
Invoiced |
|
Job |
Job Manager |
|
Job |
Job No. |
|
Job |
Job Summary |
|
Job |
Milestones |
|
Job |
Milestones (Completed) |
|
Job |
Milestones (Uncompleted) |
|
Job |
Name |
|
Job |
Partner |
|
Job |
Priority |
|
Job |
Staff |
|
Job |
Start Date |
|
Job |
State |
|
Table | Field | Description |
---|---|---|
Document |
Added By |
|
Document |
Date |
|
Document |
File |
|
Document |
Folder |
Grouping folder in WorkflowMax Premium |
Document |
Note |
Job note that is linked to the document (for example, shows the email (note) that is linked to the attachment) |
Document |
Public |
|
Document |
Title |
|
Job |
% Complete |
|
Job |
Account Manager |
|
Job |
Adhoc Time? |
|
Job |
Billing Details |
|
Job |
Budget |
|
Job |
Capacity Reducing |
|
Job |
Category |
|
Job |
Client |
|
Job |
Client Order No. |
|
Job |
Completed Date |
|
Job |
Contact |
|
Job |
Description |
|
Job |
Due Date |
|
Job |
Exclude from WIP? |
|
Job |
Invoiced |
|
Job |
Job Manager |
|
Job |
Job No. |
|
Job |
Job Summary |
|
Job |
Milestones |
|
Job |
Milestones (Completed) |
|
Job |
Milestones (Uncompleted) |
|
Job |
Name |
|
Job |
Partner |
|
Job |
Priority |
|
Job |
Staff |
|
Job |
Start Date |
|
Job |
State |
|
Table | Field | Description |
---|---|---|
Note |
Added By |
|
Note |
Comment |
Comments from other users on note but doesn't say who added it |
Note |
Date |
|
Note |
Folder |
|
Note |
Public |
|
Note |
Text |
|
Note |
Title |
|
Job |
% Complete |
|
Job |
Account Manager |
|
Job |
Adhoc Time? |
|
Job |
Billing Details |
|
Job |
Budget |
|
Job |
Capacity Reducing |
|
Job |
Category |
|
Job |
Client |
|
Job |
Client Order No. |
|
Job |
Completed Date |
|
Job |
Contact |
|
Job |
Description |
|
Job |
Due Date |
|
Job |
Exclude from WIP? |
|
Job |
Invoiced |
|
Job |
Job Manager |
|
Job |
Job No. |
|
Job |
Job Summary |
|
Job |
Milestones |
|
Job |
Milestones (Completed) |
|
Job |
Milestones (Uncompleted) |
|
Job |
Name |
|
Job |
Partner |
|
Job |
Priority |
|
Job |
Staff |
|
Job |
Start Date |
|
Job |
State |
|
Table | Field | Description |
---|---|---|
Task |
% Complete |
|
Task |
Actual Time |
|
Task |
Actual Time (totalled) |
|
Task |
Allocated |
|
Task |
Billable |
|
Task |
Billable Amount |
|
Task |
Completed |
|
Task |
Cost |
|
Task |
Date Completed |
|
Task |
Description |
|
Task |
Due Date |
|
Task |
Estimated Time |
|
Task |
Folder |
|
Task |
Invoiced Amount |
|
Task |
Invoiced Time |
|
Task |
Label |
|
Task |
Name |
|
Task |
Name +Label |
|
Task |
Profit |
|
Task |
Quoted Amount |
|
Task |
Quoted Time |
|
Task |
Remaining Time |
|
Task |
Scheduled |
|
Task |
Staff |
|
Task |
Start Date |
|
Job |
% Complete |
|
Job |
Account Manager |
|
Job |
Adhoc Time? |
|
Job |
Billing Details |
|
Job |
Budget |
|
Job |
Capacity Reducing |
|
Job |
Category |
|
Job |
Client |
|
Job |
Client Order No. |
|
Job |
Completed Date |
|
Job |
Contact |
|
Job |
Description |
|
Job |
Due Date |
|
Job |
Exclude from WIP? |
|
Job |
Invoiced |
|
Job |
Job Manager |
|
Job |
Job No. |
|
Job |
Job Summary |
|
Job |
Milestones |
|
Job |
Milestones (Completed) |
|
Job |
Milestones (Uncompleted) |
|
Job |
Name |
|
Job |
Partner |
|
Job |
Priority |
|
Job |
Staff |
|
Job |
Start Date |
|
Job |
State |
|
Table | Field | Description |
---|---|---|
Task |
Actual Time |
List the actual time for each individual staff member (same task appear multiple times) |
Task |
Actual Time (All Staff) |
List the actual time for task in total |
Task |
Allocated Time |
List allocated time for each staff member (No time data appears if Time Allocation setting is based on Task only) |
Task |
Billable |
|
Task |
Completed |
|
Task |
Date Completed |
System generated time when user marks task as completed |
Task |
Description |
Task note |
Task |
Due Date |
|
Task |
Estimated Time (All Staff) |
Total Estimated time for task |
Task |
Folder |
|
Task |
Label |
|
Task |
Name |
|
Task |
Name +Label |
|
Task |
Remaining Time |
List remaining time for each staff member (Estimate - Actual) |
Task |
Scheduled |
Yes/No Checkbox |
Task |
Staff |
|
Task |
Start Date |
|
Job |
% Complete |
|
Job |
Account Manager |
|
Job |
Adhoc Time? |
|
Job |
Billing Details |
|
Job |
Budget |
|
Job |
Capacity Reducing |
|
Job |
Category |
|
Job |
Client |
|
Job |
Client Order No. |
|
Job |
Completed Date |
|
Job |
Contact |
|
Job |
Description |
|
Job |
Due Date |
|
Job |
Exclude from WIP? |
|
Job |
Invoiced |
|
Job |
Job Manager |
|
Job |
Job No. |
|
Job |
Job Summary |
|
Job |
Milestones |
|
Job |
Milestones (Completed) |
|
Job |
Milestones (Uncompleted) |
|
Job |
Name |
|
Job |
Partner |
|
Job |
Priority |
|
Job |
Staff |
|
Job |
Start Date |
|
Job |
State |
|
Table | Field | Description |
---|---|---|
To-do |
Completed |
|
To-do |
Date Completed |
|
To-do |
Item |
|
To-do |
Sequence |
The number of the to-do item based on the order listed under the task |
To-do |
Task Label |
|
To-do |
Task Name |
|
To-do |
Task Name+ Label |
|
Job |
% Complete |
|
Job |
Account Manager |
|
Job |
Adhoc Time? |
|
Job |
Billing Details |
|
Job |
Budget |
|
Job |
Capacity Reducing |
|
Job |
Category |
|
Job |
Client |
|
Job |
Client Order No. |
|
Job |
Completed Date |
|
Job |
Contact |
|
Job |
Description |
|
Job |
Due Date |
|
Job |
Exclude from WIP? |
|
Job |
Invoiced |
|
Job |
Job Manager |
|
Job |
Job No. |
|
Job |
Job Summary |
|
Job |
Milestones |
|
Job |
Milestones (Completed) |
|
Job |
Milestones (Uncompleted) |
|
Job |
Name |
|
Job |
Partner |
|
Job |
Priority |
|
Job |
Staff |
|
Job |
Start Date |
|
Job |
State |
|
Table | Field | Description |
---|---|---|
Lead |
Category |
|
Lead |
Client |
Same as [Client] client field |
Lead |
Client Date Of Birth |
|
Lead |
Client Email |
|
Lead |
Client Export Code |
|
Lead |
Client First Name |
|
Lead |
Client Last Name |
|
Lead |
Client Other Name |
|
Lead |
Client Phone |
|
Lead |
Contact |
|
Lead |
Contact Email |
|
Lead |
Contact Mobile |
|
Lead |
Contact Phone |
|
Lead |
Date |
|
Lead |
Date Won/Lost |
|
Lead |
Details |
|
Lead |
Estimated Value |
|
Lead |
Has Activity? |
|
Lead |
Has Quote? |
|
Lead |
Name |
|
Lead |
Owner |
|
Lead |
Referral Source |
Same as [Client] Referral Source field |
Lead |
State |
|
Client |
Account Manager |
|
Client |
Address |
|
Client |
Client |
|
Client |
Country |
|
Client |
Date Of Birth |
|
Client |
|
|
Client |
Export Code |
|
Client |
Fax |
|
Client |
First Name |
|
Client |
Group(s) |
|
Client |
Job Manager |
|
Client |
Last Name |
|
Client |
Other Name |
|
Client |
Phone |
|
Client |
Post Code |
|
Client |
Postal Address |
|
Client |
Postal Country |
|
Client |
Postal Post Code |
|
Client |
Postal State/Region |
|
Client |
Postal Town/City |
|
Client |
Referral Source |
|
Client |
State/Region |
|
Client |
Status |
|
Client |
Town/City |
|
Client |
Type |
|
Client |
URL |
|
Client |
Zero Rated Tax |
|
Table | Field | Description |
---|---|---|
Activity |
Completed |
Yes or No |
Activity |
Date |
|
Activity |
Responsible |
|
Activity |
Subject |
|
Lead |
Category |
|
Lead |
Client |
|
Lead |
Client Date Of Birth |
|
Lead |
Client Email |
|
Lead |
Client Export Code |
|
Lead |
Client First Name |
|
Lead |
Client Last Name |
|
Lead |
Client Other Name |
|
Lead |
Client Phone |
|
Lead |
Contact |
|
Lead |
Contact Email |
|
Lead |
Contact Mobile |
|
Lead |
Contact Phone |
|
Lead |
Date |
|
Lead |
Date Won/Lost |
|
Lead |
Details |
|
Lead |
Estimated Value |
|
Lead |
Has Activity? |
Yes or No |
Lead |
Has Quote? |
Yes or No |
Lead |
Name |
|
Lead |
Owner |
|
Lead |
Referral Source |
|
Lead |
State |
Won, Lost, Current |
Table | Field | Description |
---|---|---|
History |
Added By |
|
History |
Date |
|
History |
Detail |
|
Lead |
Category |
|
Lead |
Client |
|
Lead |
Client Date Of Birth |
|
Lead |
Client Email |
|
Lead |
Client Export Code |
|
Lead |
Client First Name |
|
Lead |
Client Last Name |
|
Lead |
Client Other Name |
|
Lead |
Client Phone |
|
Lead |
Contact |
|
Lead |
Contact Email |
|
Lead |
Contact Mobile |
|
Lead |
Contact Phone |
|
Lead |
Date |
|
Lead |
Date Won/Lost |
|
Lead |
Details |
|
Lead |
Estimated Value |
|
Lead |
Has Activity? |
|
Lead |
Has Quote? |
|
Lead |
Name |
|
Lead |
Owner |
|
Lead |
Referral Source |
|
Lead |
State |
|
This report type is available for New Zealand accounts only.
Table | Field | Description |
---|---|---|
Login History |
Date |
|
Login History |
IP Address |
|
Staff |
Name |
|
Staff |
Payroll Code |
|
Table | Field | Description |
---|---|---|
Milestone |
Completed |
|
Milestone |
Date |
|
Milestone |
Date Completed |
|
Milestone |
Folder |
|
Milestone |
Milestone |
|
Job |
% Complete |
|
Job |
Account Manager |
|
Job |
Adhoc Time? |
|
Job |
Billing Details |
|
Job |
Budget |
|
Job |
Capacity Reducing |
|
Job |
Category |
|
Job |
Client |
|
Job |
Client Order No. |
|
Job |
Completed Date |
|
Job |
Contact |
|
Job |
Description |
|
Job |
Due Date |
|
Job |
Exclude from WIP? |
|
Job |
Invoiced |
|
Job |
Job Manager |
|
Job |
Job No. |
|
Job |
Job Summary |
|
Job |
Milestones |
|
Job |
Milestones (Completed) |
|
Job |
Milestones (Uncompleted) |
|
Job |
Name |
|
Job |
Partner |
|
Job |
Priority |
|
Job |
Staff |
|
Job |
Start Date |
|
Job |
State |
|
Table | Field | Description |
---|---|---|
Payment |
Payment Amount |
|
Payment |
Payment Date |
|
Payment |
Reference |
|
Invoice |
Aged Days |
|
Invoice |
Amount |
|
Invoice |
Amount (incl tax) |
|
Invoice |
Amount (Totalled) |
|
Invoice |
Amount Outstanding (incl tax) |
|
Invoice |
Amount Paid |
|
Invoice |
Billing Type |
|
Invoice |
Client |
|
Invoice |
Client Order No. |
|
Invoice |
Contact |
|
Invoice |
Costs Invoiced |
|
Invoice |
Costs Invoiced (at cost) |
|
Invoice |
Date |
|
Invoice |
Date Paid |
|
Invoice |
Description |
|
Invoice |
Due Date |
|
Invoice |
Invoice No. |
|
Invoice |
Job Category |
|
Invoice |
Job Name(s) |
|
Invoice |
Job Number(s) |
|
Invoice |
Paid |
|
Invoice |
Quote Number(s) |
|
Invoice |
Referral Source |
|
Invoice |
Sent |
|
Invoice |
Tasks Invoiced |
|
Invoice |
Type |
|
Table | Field | Description |
---|---|---|
Order |
Amount Invoiced |
|
Order |
Amount Receipted |
|
Order |
Amount Receipted (incl tax) |
|
Order |
Cost |
|
Order |
Cost (incl tax) |
|
Order |
Cost (Totalled) |
|
Order |
Date |
|
Order |
Description |
|
Order |
Job Number(s) |
|
Order |
Outstanding Amount |
Difference between the order amount and receipted amount (price variation) |
Order |
Outstanding Amount (incl tax) |
|
Order |
Outstanding Ordered |
Difference between order and receipt (due to quantity and item) |
Order |
Outstanding Ordered (incl tax) |
|
Order |
PO No. |
|
Order |
State |
Issued; Fully Received; Cancelled; Partially Received; Draft |
Order |
Supplier |
|
Job |
% Complete |
|
Job |
Account Manager |
|
Job |
Adhoc Time? |
|
Job |
Billing Details |
|
Job |
Budget |
|
Job |
Capacity Reducing |
|
Job |
Category |
|
Job |
Client |
|
Job |
Client Order No. |
|
Job |
Completed Date |
|
Job |
Contact |
|
Job |
Description |
|
Job |
Due Date |
|
Job |
Exclude from WIP? |
|
Job |
Invoiced |
|
Job |
Job Manager |
|
Job |
Job No. |
|
Job |
Job Summary |
|
Job |
Milestones |
|
Job |
Milestones (Completed) |
|
Job |
Milestones (Uncompleted) |
|
Job |
Name |
|
Job |
Partner |
|
Job |
Priority |
|
Job |
Staff |
|
Job |
Start Date |
|
Job |
State |
|
Table | Field | Description |
---|---|---|
Cost |
Code |
|
Cost |
Cost |
|
Cost |
Description |
|
Cost |
Note |
|
Cost |
Ordered |
|
Cost |
Received |
|
Cost |
Unit Cost |
|
Order |
Amount Invoiced |
|
Order |
Amount Receipted |
|
Order |
Amount Receipted (incl tax) |
|
Order |
Cost |
|
Order |
Cost (incl tax) |
|
Order |
Cost (Totalled) |
|
Order |
Date |
|
Order |
Description |
|
Order |
Job Number(s) |
|
Order |
Outstanding Amount |
|
Order |
Outstanding Amount (incl tax) |
|
Order |
Outstanding Ordered |
|
Order |
Outstanding Ordered (incl tax) |
|
Order |
PO No. |
|
Order |
State |
|
Order |
Supplier |
|
Table | Field | Description |
---|---|---|
Receipt |
Amount |
|
Receipt |
Date |
|
Receipt |
Due Date |
|
Receipt |
Invoice Number |
Per supplier's bill |
Order |
Amount Invoiced |
|
Order |
Amount Receipted |
|
Order |
Amount Receipted (incl tax) |
|
Order |
Cost |
|
Order |
Cost (incl tax) |
|
Order |
Cost (Totalled) |
|
Order |
Date |
|
Order |
Description |
|
Order |
Job Number(s) |
|
Order |
Outstanding Amount |
|
Order |
Outstanding Amount (incl tax) |
|
Order |
Outstanding Ordered |
|
Order |
Outstanding Ordered (incl tax) |
|
Order |
PO No. |
|
Order |
State |
|
Order |
Supplier |
|
Table | Field | Description |
---|---|---|
Item |
Code |
|
Item |
Cost |
|
Item |
Description |
|
Item |
Quantity |
|
Item |
Unit Cost |
|
Receipt |
Amount |
|
Receipt |
Date |
|
Receipt |
Due Date |
|
Receipt |
Invoice Number |
|
Table | Field | Description |
---|---|---|
Quote |
Accepted Options |
Accepted option amounts only |
Quote |
Amount |
|
Quote |
Amount+ Accepted Options |
Total quoted task + cost + option amount (also included if quote is only issued) |
Quote |
Budget |
(this may flow to the job at the time of accepting and creating the quote) |
Quote |
Client |
|
Quote |
Contact |
|
Quote |
Date |
|
Quote |
Date Accepted/Declined |
|
Quote |
Declined Options |
|
Quote |
Description |
|
Quote |
Estimated Cost |
|
Quote |
Gross Profit% |
=Gross Profit Margin / Amount |
Quote |
Gross Profit Margin |
=Amount - Estimated Cost |
Quote |
Has Lead? |
|
Quote |
Job Number |
|
Quote |
Name |
|
Quote |
Number |
|
Quote |
Options Amount |
All option amounts |
Quote |
Referral Source |
|
Quote |
State |
Draft; Accepted; Declined; Issued; Revised |
Quote |
Type |
Quote; Estimate |
Quote |
Valid To |
|
Client |
Account Manager |
|
Client |
Address |
|
Client |
Client |
|
Client |
Country |
|
Client |
Date Of Birth |
|
Client |
|
|
Client |
Export Code |
|
Client |
Fax |
|
Client |
First Name |
|
Client |
Group(s) |
|
Client |
Job Manager |
|
Client |
Last Name |
|
Client |
Other Name |
|
Client |
Phone |
|
Client |
Post Code |
|
Client |
Postal Address |
|
Client |
Postal Country |
|
Client |
Postal Post Code |
|
Client |
Postal State/Region |
|
Client |
Postal Town/City |
|
Client |
Referral Source |
|
Client |
State/Region |
|
Client |
Status |
|
Client |
Town/City |
|
Client |
Type |
|
Client |
URL |
|
Client |
Zero Rated Tax |
|
Table | Field | Description |
---|---|---|
Cost |
Amount |
|
Cost |
Amount (Totalled) |
|
Cost |
Billable |
|
Cost |
Code |
|
Cost |
Cost |
|
Cost |
Description |
|
Cost |
Note |
|
Cost |
Quantity |
|
Cost |
Supplier |
|
Cost |
Supplier Phone |
|
Cost |
Unit Cost |
|
Cost |
Unit Price |
|
Quote |
Accepted Options |
|
Quote |
Amount |
|
Quote |
Amount+ Accepted Options |
|
Quote |
Budget |
|
Quote |
Client |
|
Quote |
Contact |
|
Quote |
Date |
|
Quote |
Date Accepted/Declined |
|
Quote |
Declined Options |
|
Quote |
Description |
|
Quote |
Estimated Cost |
|
Quote |
Gross Profit% |
|
Quote |
Gross Profit Margin |
|
Quote |
Has Lead? |
|
Quote |
Job Number |
|
Quote |
Name |
|
Quote |
Number |
|
Quote |
Options Amount |
|
Quote |
Referral Source |
|
Quote |
State |
|
Quote |
Type |
|
Quote |
Valid To |
|
Table | Field | Description |
---|---|---|
Note |
Added By |
|
Note |
Date |
|
Note |
Folder |
|
Note |
Text |
|
Note |
Title |
|
Quote |
Accepted Options |
|
Quote |
Amount |
|
Quote |
Amount + Accepted Options |
|
Quote |
Budget |
|
Quote |
Client |
|
Quote |
Contact |
|
Quote |
Date |
|
Quote |
Date Accepted/Declined |
|
Quote |
Declined Options |
|
Quote |
Description |
|
Quote |
Estimated Cost |
|
Quote |
Gross Profit % |
|
Quote |
Gross Profit Margin |
|
Quote |
Has Lead? |
|
Quote |
Job Number |
|
Quote |
Name |
|
Quote |
Number |
|
Quote |
Options Amount |
|
Quote |
Referral Source |
|
Quote |
State |
|
Quote |
Type |
|
Quote |
Valid To |
|
Table | Field | Description |
---|---|---|
Quote Option |
Amount |
|
Quote Option |
Code |
|
Quote Option |
Cost |
|
Quote Option |
Declined |
|
Quote Option |
Description |
|
Quote Option |
Note |
|
Quote Option |
Quantity |
|
Quote Option |
Supplier |
|
Quote Option |
Unit Cost |
|
Quote Option |
Unit Price |
|
Quote |
Accepted Options |
|
Quote |
Amount |
|
Quote |
Amount+ Accepted Options |
|
Quote |
Budget |
|
Quote |
Client |
|
Quote |
Contact |
|
Quote |
Date |
|
Quote |
Date Accepted/Declined |
|
Quote |
Declined Options |
|
Quote |
Description |
|
Quote |
Estimated Cost |
|
Quote |
Gross Profit% |
|
Quote |
Gross Profit Margin |
|
Quote |
Has Lead? |
|
Quote |
Job Number |
|
Quote |
Name |
|
Quote |
Number |
|
Quote |
Options Amount |
|
Quote |
Referral Source |
|
Quote |
State |
|
Quote |
Type |
|
Quote |
Valid To |
|
Table | Field | Description |
---|---|---|
Task |
Amount |
|
Task |
Base Rate |
|
Task |
Billable |
|
Task |
Billable Rate |
|
Task |
Description |
|
Task |
Estimated Cost |
|
Task |
Estimated Time |
|
Task |
Invoiced |
|
Task |
Label |
|
Task |
Name |
|
Task |
Name +Label |
|
Quote |
Accepted Options |
|
Quote |
Amount |
|
Quote |
Amount+ Accepted Options |
|
Quote |
Budget |
|
Quote |
Client |
|
Quote |
Contact |
|
Quote |
Date |
|
Quote |
Date Accepted/Declined |
|
Quote |
Declined Options |
|
Quote |
Description |
|
Quote |
Estimated Cost |
|
Quote |
Gross Profit% |
|
Quote |
Gross Profit Margin |
|
Quote |
Has Lead? |
|
Quote |
Job Number |
|
Quote |
Name |
|
Quote |
Number |
|
Quote |
Options Amount |
|
Quote |
Referral Source |
|
Quote |
State |
|
Quote |
Type |
|
Quote |
Valid To |
|
Table | Field | Description |
---|---|---|
Recurring job |
Budget |
|
Recurring job |
Client Order No. |
|
Recurring job |
Contact |
|
Recurring job |
Description |
|
Recurring job |
Duration |
|
Recurring job |
End Date |
|
Recurring job |
Exclude from Estimated Billings |
|
Recurring job |
Manager |
|
Recurring job |
Name |
|
Recurring job |
Next Date |
|
Recurring job |
Partner |
|
Recurring job |
Repeat |
|
Recurring job |
Staff |
|
Recurring job |
State |
|
Recurring job |
Template |
|
Client |
Account Manager |
|
Client |
Address |
|
Client |
Client |
|
Client |
Country |
|
Client |
Date Of Birth |
|
Client |
|
|
Client |
Export Code |
|
Client |
Fax |
|
Client |
First Name |
|
Client |
Group(s) |
|
Client |
Job Manager |
|
Client |
Last Name |
|
Client |
Other Name |
|
Client |
Phone |
|
Client |
Post Code |
|
Client |
Postal Address |
|
Client |
Postal Country |
|
Client |
Postal Post Code |
|
Client |
Postal State/Region |
|
Client |
Postal Town/City |
|
Client |
Referral Source |
|
Client |
State/Region |
|
Client |
Status |
|
Client |
Town/City |
|
Client |
Type |
|
Client |
URL |
|
Client |
Zero Rated Tax |
|
Table | Field | Description |
---|---|---|
Supplier |
Address |
|
Supplier |
Country |
|
Supplier |
Fax |
|
Supplier |
Phone |
|
Supplier |
Post Code |
|
Supplier |
Postal Address |
|
Supplier |
Postal Country |
|
Supplier |
Postal Post Code |
|
Supplier |
Postal State/Region |
|
Supplier |
Postal Town/City |
|
Supplier |
State/Region |
|
Supplier |
Supplier |
|
Supplier |
Town/City |
|
Supplier |
Web Site |
|
Supplier |
Zero Rated Tax |
|
Contact |
Contact |
|
Contact |
|
|
Contact |
Mobile |
|
Contact |
Phone |
|
Contact |
Position |
|
Table | Field | Description |
---|---|---|
Task |
Base Rate |
(Per Task Settings) |
Task |
Billable Rate |
|
Task |
Description |
|
Task |
Name |
|
Table | Field | Description |
---|---|---|
Tax Return |
Date Filed |
Actual filed date per history (not "To be filed date") |
Tax Return |
Period From |
tax return period |
Tax Return |
Period To |
tax return period |
Tax Return |
State |
|
Tax Return |
Tax Type |
|
Tax Return |
Tax Year |
|
Client |
Account Manager |
|
Client |
Address |
|
Client |
Agency Status |
|
Client |
Balance Date |
|
Client |
Billing Details |
|
Client |
Business Structure |
|
Client |
Client |
|
Client |
Company Number |
|
Client |
Country |
|
Client |
Date Of Birth |
|
Client |
|
|
Client |
Export Code |
|
Client |
Fax |
|
Client |
First Name |
|
Client |
Group(s) |
|
Client |
GST Basis |
|
Client |
GST Period |
|
Client |
GST Registered? |
|
Client |
Job Manager |
|
Client |
Last Name |
|
Client |
Other Name |
|
Client |
Phone |
|
Client |
Post Code |
|
Client |
Postal Address |
|
Client |
Postal Country |
|
Client |
Postal Post Code |
|
Client |
Postal State/Region |
|
Client |
Postal Town/City |
|
Client |
Prepare GST |
|
Client |
Provisional Tax Basis |
|
Client |
Provisional Tax Ratio |
|
Client |
Referral Source |
|
Client |
Return Type |
|
Client |
Signed Tax Authority? |
|
Client |
State/Region |
|
Client |
Status |
|
Client |
Tax Agent |
|
Client |
Tax Number |
|
Client |
Tax Return Status (2012) |
|
Client |
Tax Return Status (2013) |
|
Client |
Tax Return Status (2014) |
|
Client |
Tax Return Status (2015) |
|
Client |
Tax Return Status (2016) |
|
Client |
Tax Return Status (2017) |
|
Client |
Town/City |
|
Client |
Type |
|
Client |
Web Site |
|
Client |
Zero Rated Tax |
|
Job |
% Complete |
|
Job |
Account Manager |
|
Job |
Adhoc Time? |
|
Job |
Billing Details |
|
Job |
Budget |
|
Job |
Capacity Reducing |
|
Job |
Category |
|
Job |
Client |
|
Job |
Client Order No. |
|
Job |
Completed Date |
|
Job |
Contact |
|
Job |
Description |
|
Job |
Due Date |
|
Job |
Exclude from WIP? |
|
Job |
Invoiced |
|
Job |
Job Manager |
|
Job |
Job No. |
|
Job |
Job Summary |
|
Job |
Milestones |
|
Job |
Milestones (Completed) |
|
Job |
Milestones (Uncompleted) |
|
Job |
Name |
|
Job |
Partner |
|
Job |
Priority |
|
Job |
Staff |
|
Job |
Start Date |
|
Job |
State |
|
Table | Field | Description |
---|---|---|
Time |
Base Rate |
Base rate per staff member |
Time |
Billable |
Yes or No |
Time |
Billable Amount |
|
Time |
Billable Amount (Totalled) |
|
Time |
Billable Rate |
Billable rate picked up job's financial settings (either staff billable rates or task billable rates) |
Time |
Cost |
|
Time |
Cost (Totalled) |
|
Time |
Date |
|
Time |
Finish |
|
Time |
Note |
|
Time |
Start |
|
Time |
Submitted |
|
Time |
Time |
|
Time |
Time (Totalled) |
|
Job |
% Complete |
|
Job |
Account Manager |
|
Job |
Adhoc Time? |
|
Job |
Billing Details |
|
Job |
Budget |
|
Job |
Capacity Reducing |
|
Job |
Category |
|
Job |
Client |
|
Job |
Client Order No. |
|
Job |
Completed Date |
|
Job |
Contact |
|
Job |
Description |
|
Job |
Due Date |
|
Job |
Exclude from WIP? |
|
Job |
Invoiced |
|
Job |
Job Manager |
|
Job |
Job No. |
|
Job |
Job Summary |
|
Job |
Milestones |
|
Job |
Milestones (Completed) |
|
Job |
Milestones (Uncompleted) |
|
Job |
Name |
|
Job |
Partner |
|
Job |
Priority |
|
Job |
Staff |
|
Job |
Start Date |
|
Job |
State |
|
Staff |
Name |
|
Staff |
Payroll Code |
|
Task |
Actual Time |
|
Task |
Billable |
|
Task |
Estimated Time |
|
Task |
Folder |
|
Task |
Label |
|
Task |
Name |
|
Task |
Name +Label |
|
Task |
Remaining Time |
|
Table | Field | Description |
---|---|---|
Time Productivity |
% Billable |
(billable time / total time) x 100 |
Time Productivity |
Billable Time |
|
Time Productivity |
Date |
|
Time Productivity |
Non Billable Time |
|
Time Productivity |
Total Time |
|
Job |
% Complete |
(actual time / estimated time) x 100 |
Job |
Account Manager |
Client's partner |
Job |
Adhoc Time? |
|
Job |
Billing Details |
billing client |
Job |
Budget |
|
Job |
Capacity Reducing |
Yes or No |
Job |
Category |
|
Job |
Client |
|
Job |
Client Order No. |
|
Job |
Completed Date |
|
Job |
Contact |
|
Job |
Description |
|
Job |
Due Date |
|
Job |
Exclude from WIP? |
|
Job |
Invoiced |
|
Job |
Job Manager |
|
Job |
Job No. |
|
Job |
Job Summary |
|
Job |
Milestones |
all milestones (completed & uncompleted) |
Job |
Milestones (Completed) |
|
Job |
Milestones (Uncompleted) |
|
Job |
Name |
|
Job |
Partner |
Job's account manager |
Job |
Priority |
|
Job |
Staff |
|
Job |
Start Date |
|
Job |
State |
|
Staff |
Name |
|
Staff |
Payroll Code |
from within each staff settings |
Task |
Actual Time |
|
Task |
Billable |
|
Task |
Estimated Time |
|
Task |
Folder |
|
Task |
Label |
|
Task |
Name |
|
Task |
Name +Label |
|
Task |
Remaining Time |
|
Table | Field | Description |
---|---|---|
Ledger |
Billable |
Yes or No |
Ledger |
Billable Amount |
Depends on the ledger type and invoice billings setting. Disbursement = unit price of cost ; Time = staff billable rate (if billing based on staff rate), task billable rate (if billing based on task rate) ; Interim = total value of invoices issued to date on job, in negative value due to invoice raised |
Ledger |
Billable Amount (Totalled) |
Total billable amount x unit of time |
Ledger |
Billable Rate |
Depends on the ledger type and invoice billings setting. Disbursement = unit price of cost ; Time = staff billable rate (if billing based on staff rate), task billable rate (if billing based on task rate) ; Interim = total value of invoices issued to date on the job, postive amount |
Ledger |
Billed? |
Yes or No |
Ledger |
Date |
Date time / cost entered on job |
Ledger |
Description |
|
Ledger |
Invoice Number |
Inv No. "WIP cleared" |
Ledger |
Invoiced Amount |
Depends on the ledger type and invoice billings setting. Staff billable rate Task billable rate |
Ledger |
Invoiced Amount (Totalled) |
Total invoiced amount x unit of time *Affected by [Ledger] Date |
Ledger |
Invoiced Date |
|
Ledger |
Invoiced Time |
Unit of time entered on job and invoiced |
Ledger |
Invoiced Time (Totalled) |
Total unit of time entered on job and invoiced. *Affected by [Ledger] Date |
Ledger |
Ledger Type |
Time, Disbursement, Interim, Additional Time, Additional Disbursement |
Ledger |
Note |
|
Ledger |
Quantity |
Cost quantity |
Ledger |
Staff |
|
Ledger |
Standard Amount |
Time x Standard Rate |
Ledger |
Standard Amount (Totalled) |
Time (Totalled) x Standard Rate |
Ledger |
Standard Rate |
Depends on the ledger type and invoice billings setting. |
Ledger |
Time |
Unit of time entered on job |
Ledger |
Time (Totalled) |
Total unit of time entered on job. *Affected by [Ledger] Date |
Ledger |
Write On Amount |
Write off (-) / write on (+) Invoiced Amount - Billable Amount |
Ledger |
Write On Amount (Totalled) |
Write off (-) / write on (+) Invoiced Amount (Totalled) - Billable Amount (Totalled) |
Client |
Account Manager |
|
Client |
Address |
|
Client |
Client |
|
Client |
Country |
|
Client |
Date Of Birth |
|
Client |
|
|
Client |
Export Code |
|
Client |
Fax |
|
Client |
First Name |
|
Client |
Group(s) |
|
Client |
Job Manager |
|
Client |
Last Name |
|
Client |
Other Name |
|
Client |
Phone |
|
Client |
Post Code |
|
Client |
Postal Address |
|
Client |
Postal Country |
|
Client |
Postal Post Code |
|
Client |
Postal State/Region |
|
Client |
Postal Town/City |
|
Client |
Referral Source |
|
Client |
State/Region |
|
Client |
Status |
|
Client |
Town/City |
|
Client |
Type |
|
Client |
URL |
|
Client |
Zero Rated Tax |
|
Job |
% Complete |
|
Job |
Account Manager |
|
Job |
Adhoc Time? |
|
Job |
Billing Details |
|
Job |
Budget |
|
Job |
Capacity Reducing |
|
Job |
Category |
|
Job |
Client |
|
Job |
Client Order No. |
|
Job |
Completed Date |
|
Job |
Contact |
|
Job |
Description |
|
Job |
Due Date |
|
Job |
Exclude from WIP? |
|
Job |
Invoiced |
|
Job |
Job Manager |
|
Job |
Job No. |
|
Job |
Job Summary |
|
Job |
Milestones |
|
Job |
Milestones (Completed) |
|
Job |
Milestones (Uncompleted) |
|
Job |
Name |
|
Job |
Partner |
|
Job |
Priority |
|
Job |
Staff |
|
Job |
Start Date |
|
Job |
State |
|
Table | Field | Description |
---|---|---|
Job |
% Complete |
(actual hours / estimated hours)*100 |
Job |
Actual Time |
|
Job |
Actual Time this Month |
|
Job |
Billable |
total billable (ie. billable (costs) plus billable (time)) |
Job |
Billable (Costs) |
|
Job |
Billable (Time) |
|
Job |
Budget |
job budget |
Job |
Client Number |
|
Job |
Completed Date |
|
Job |
Cost |
(quantity x unit cost) plus (time x staff base rate) |
Job |
Date Created |
|
Job |
Date Last Invoiced |
|
Job |
Date Last Payment |
|
Job |
Date Time Last Entered |
|
Job |
Description |
|
Job |
Draft Invoice |
|
Job |
Due Date |
|
Job |
Estimated Billings |
billable unbilled WIP |
Job |
Estimated Time |
|
Job |
Has Tasks? |
|
Job |
Invoiced |
total amount invoiced |
Job |
Job No. |
|
Job |
Job Summary |
|
Job |
Manager |
job manager |
Job |
Milestones |
all milestones (completed & uncompleted) |
Job |
Milestones (Completed) |
|
Job |
Milestones (Uncompleted) |
|
Job |
Name |
|
Job |
Priority |
|
Job |
Quoted |
quote amount (excl. tax) |
Job |
Quoted (excl deposits) |
|
Job |
Remaining Time |
|
Job |
Staff |
|
Job |
Start Date |
|
Category |
Category |
|
Client |
Account Manager |
|
Client |
Address |
|
Client |
Agency Status |
|
Client |
Balance Date |
|
Client |
Billing Details |
|
Client |
Business Structure |
|
Client |
Client |
|
Client |
Company Number |
|
Client |
Country |
|
Client |
Date Of Birth |
|
Client |
|
|
Client |
Export Code |
|
Client |
Fax |
|
Client |
First Name |
|
Client |
Group(s) |
|
Client |
GST Basis |
|
Client |
GST Period |
|
Client |
GST Registered? |
|
Client |
Job Manager |
|
Client |
Last Name |
|
Client |
Other Name |
|
Client |
Phone |
|
Client |
Post Code |
|
Client |
Postal Address |
|
Client |
Postal Country |
|
Client |
Postal Post Code |
|
Client |
Postal State/Region |
|
Client |
Postal Town/City |
|
Client |
Prepare GST |
|
Client |
Provisional Tax Basis |
|
Client |
Provisional Tax Ratio |
|
Client |
Referral Source |
|
Client |
Return Type |
|
Client |
Signed Tax Authority? |
|
Client |
State/Region |
|
Client |
Status |
|
Client |
Tax Agent |
|
Client |
Tax Number |
|
Client |
Tax Return Status (2012) |
|
Client |
Tax Return Status (2013) |
|
Client |
Tax Return Status (2014) |
|
Client |
Tax Return Status (2015) |
|
Client |
Tax Return Status (2016) |
|
Client |
Tax Return Status (2017) |
|
Client |
Town/City |
|
Client |
Type |
|
Client |
Web Site |
|
Client |
Zero Rated Tax |
|
Contact |
Contact |
|
Contact |
|
|
Contact |
Mobile |
|
Contact |
Phone |
|
Contact |
Position |
|
State |
State |
|
Table | Field | Description |
---|---|---|
Write Off |
Amount |
Outstanding invoice amounts written off using the "Write off remaining balance" option |
Write Off |
Date |
|
Invoice |
Aged Days |
|
Invoice |
Amount |
|
Invoice |
Amount (incl tax) |
|
Invoice |
Amount (Totalled) |
|
Invoice |
Amount Outstanding (incl tax) |
|
Invoice |
Amount Paid |
|
Invoice |
Billing Type |
|
Invoice |
Client |
|
Invoice |
Client Order No. |
|
Invoice |
Contact |
|
Invoice |
Costs Invoiced |
|
Invoice |
Costs Invoiced (at cost) |
|
Invoice |
Date |
|
Invoice |
Date Paid |
|
Invoice |
Description |
|
Invoice |
Due Date |
|
Invoice |
Invoice No. |
|
Invoice |
Job Category |
|
Invoice |
Job Name(s) |
|
Invoice |
Job Number(s) |
|
Invoice |
Paid |
|
Invoice |
Quote Number(s) |
|
Invoice |
Referral Source |
|
Invoice |
Sent |
|
Invoice |
Tasks Invoiced |
|
Invoice |
Type |
|