Billing Rate Type Detail Report

This report produces information regarding billing rate types. The report presents the data broken out with rate types displayed per row. This allows for multiple rows per day for a worker if multiple rates are used in the engagement.

The Billing Rate Type Detail Report supports BYOK encryption. If the client organization has enabled the encryption feature, only supported reports are available. For more information about the encryption feature, contract your Program Representative.

If the client organization has a parent/child business organization configured, users can report across all of the organizations they are associated with.

The report produces the following columns:

Line ID - Default output.
Rate Type - Default Output.
General Info section
- Billing Cost Allocation Fields
- Billing Item Type
- Billing Status
- Billing Notes
- Date Worked
- Earnings E/D
- Filter Billing
- Invoice Date
- Invoice
- Job Title
- Pay Rate
- Rate
- Rate Application Type
- Request ID
- Supplier
- Supplier Payment
  - Supplier Payment with cost allocation only calculates in the report for billing items with Status='Processed' on an invoice with Status='Locked', or the billing item is added to the Cost Allocation Estimation in the application. Otherwise, this field displays the Detail Bill Amount value.
  - For Period-OT where there are multiple cost allocations per day, then this field displays the prorated value of the day based on the number of hours.
- Time Approved By
- Time Status
- Units
- Worker
Worker Info section
- Worker # - Identifier number from the worker's profile.
  See Profile.
Dates of Interest section
- Date Approved
- Date/Time Created
Miscellaneous section
Cost Allocation section
Position Location section
- Client Country
Position Detail section
Expense Detail section
- Expense Code


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/vendor on the engagement. This field is set to 'All' by default.
Billing Status	Filter the report output by the status assigned to the billing item. This field is set to 'All' by default.
Detail Status	Filter the report output by the time status on the billing item. You can filter by the following: All Approved Pending Processed Rejected Removed If no filter is applied when running the report, the system includes billing items in the 'Approved', 'Pending', and 'Processed' statuses by default.
Invoice	Select the invoice to filter by. This field is set to 'All' by default.
Earnings E/D	From the drop down, select the earnings end date to filter by. You can configure a date range. Select Date Range From-To, and then use the From and To fields to configure dates. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
Invoice E/D	From the drop down, select the invoice end date to filter by. You can configure a date range. Select Date Range From-To, and then use the From and To fields to configure dates. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
Billing Item Type	Filter the report output by billing item type. Only item types that are configured for the client organization display in this field. This field is set to 'All' by default.
Date Approved	From the drop down, select the date that the billing was approved to filter by. You can configure a date range. Select Date Range From-To, and then use the From and To fields to configure dates. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
Date Created	From the drop down, select the date that the billing was created to filter by. You can configure a date range. Select Date Range From-To, and then use the From and To fields to configure dates. You can also click the calendar icon to open a calendar pop up that allows you to select the date.