Approval Batch Billing Export Report

This report describes produces information in regard to batch billing approval activity.

Only client managers with the Requisition or Billing Approval permission can view data in this report. Manager delegates must have either permission to view the delegating client manager's data in the report.

This report produces the following columns:
  • Requisition #
  • Line # - Billing line item number. The following section is output per billing line item.
    • Line #
    • Department #
    • Department Name
    • Manager
    • Worker
    • Supplier
    • Start Date
    • Requisition Type
    • Earning E/D
    • Currency
    • GST Amount
    • CGST Amount
    • SGST Amount
    • IGST Amount
    • MSP GST Amount
    • MSP CGST Amount
    • MSP SGST Amount
    • MSP IGST Amount
    • Raw Bill
    • Total Bill
  • Sequence
  • Date Requested
  • Date Completed
  • Approver Name
  • Approver Email
  • Requisition Type
  • Status
  • Result
  • Final Approver
  • Final Status
Field Description
ClientFrom the drop down, select the client organization to filter results by.
Operational UnitFilter the report output for billing items submitted for a specific operational unit (OpUnit). This field is set to 'All' by default.
<department_name> Filter the report output by a configured department. This field is set to 'All' by default.
Billing Type Filter the report output by the billing type. This field is set to 'All' by default.
WorkerEnter the name of the worker(s) whose data is included in the report. This field is set to 'All' by default.
ManagerSelect the client manager name associated with the engagement. This field is set to 'All' by default.
Requisition TypeSelect the engagement type. This field is set to 'All' by default.
Date Approval Requested Filter by a date range when the approval request was created. You can filter by the following:
  • None
  • Current Week
  • Current Month
  • Current Year
  • Previous Week (Mo-Sun)
  • Previous Calendar Month
  • Date Range (From-To)

    If you select this option, use the additional fields to configure the report date range.

  • # Days Prior To Current Day

    If you select this option, use the additional field to configure the number of days.
Date Approval Completed Filter by a date range when the approval request was completed. You can filter by the following:
  • None
  • Current Week
  • Current Month
  • Current Year
  • Previous Week (Mo-Sun)
  • Previous Calendar Month
  • Date Range (From-To)

    If you select this option, use the additional fields to configure the report date range.

  • # Days Prior To Current Day

    If you select this option, use the additional field to configure the number of days.
Approval Status Filter by the approval status.
Approval Result Filter by the approval workflow result.
Display Final Approvals Select whether or not to display final approvals in the report output.