Billing Adjustments
This report produces information in regard to adjustment billing items/payments made
on engagements. This report only displays data for invoices that have adjustment billing
items associated.
The report produces the following columns:
- Worker
- Manager
- Location
- Line #
- Adjustment Classification
- Notes
- Currency
- Bill Rate
- Supplier
- Requisition #
- Earnings End Date
- Invoice End Date
- Adjustment Amount
| Field | Description |
|---|---|
| Worker | Enter the name of the worker(s) whose data is included in the report. This field is set to 'All' by default. |
| Supplier | Filter the report output by the supplier for the request/engagement. This field is set to 'All' by default. |
| Manager | Select the client manager name associated with the engagement. This field is set to 'All' by default. |
| Invoice | Filter the report output by adjustments that appear on a specific invoice or invoices. This field is set to 'All' by default. |
| Date Range | From the drop down, select the date range for the adjustments. You
can select from the following:
This setting is used in conjunction with From date and To date fields. You specify a date range based on the end date type. |
| From date | Enter the beginning date for the date range. You can also click the calendar icon to open a calendar pop up that allows you to select the date. |
| To date | Enter the end date for the date range. You can also click the calendar icon to open a calendar pop up that allows you to select the date. |
| Adjustment Classification | Filter the report output by a configured adjustment classification.
This field is set to 'All' by default. Adjustment classifications are configured for a MSP organization. The MSP Admin role is required to view and modify this configuration. For more information about this configuration, see Adjustment Classifications. |
| Summarize by | You can summarize the report by the following:
|
| Select Columns | Select the columns to include in the report. |