Navigation - Vertical Panels - List

Vertical panels are displayed to the right side of the center panel. They contain information that is relative to the work that is currently being performed in the center panel.

 

Accrual

The Accrual vertical panel displays a list of accrual plans and their balances, such as vacation or PTO hours, for a given employee.

Accrual

Available in:
  • Paycheck
 

Address

The Address vertical panel displays a list of all known addresses that currently exist for the entity.

Address

Available in:
  • Contact
  • Customer
  • Employee
  • Temp Order

 

 

Address & Contact Method 

The Address and Contact Method panel displays all contact and address information for an employee, such as cell phone number, home phone number, email address, etc.

Address & Contact Method

Available in:
  • Employee

 

 

Bank 

The Bank vertical panel displays a list of the banks set up for the employee and to which money for the current paycheck is being applied.

Bank

Available in:

  • Paycheck
 

 

Batch Log 

The Batch Log vertical panel displays a log of all the processes that have been performed while processing payroll.

Batch Log

Available in:
  • Payroll

 

Benefit 

Not yet available.

 

Benefit Charge 

Not yet available.

 

Billing Count by Branch 

The Billing Count By Branch vertical panel displays a list of the branches involved in the current billing batch, along with a count of the number of invoices in the batch for each branch listed.

Billing Count by Branch

Available in:
  • Billing

 

Billing Count by Customer 

The Billing Count By Customer vertical panel displays a list of the customers involved in the current billing batch, along with a count of the number of invoices in the batch for each customer listed.

Billing Count by Customer

Available in:
  • Billing

 

Billing Total Bill by Branch

The Billing Count By Branch vertical panel displays a list of the branches involved in the current billing batch, along with the total invoice amount for each branch listed.

Billing Total Bill by Branch

Available in:
  • Billing

 

Billing Total Bill by Customer

The Billing Count By Branch vertical panel displays a list of the customers involved in the current billing batch, along with the total invoice amount for each customer listed.

Billing Total Bill by Customer

Available in:
  • Billing

 

Body Parts Injured

The Body Parts Injured vertical panel displays the list of body parts reported as injured for a Worker's Compensation claim. Any note included with the reported injury is also displayed.

Body Parts Injured

Available in:

  • WcClaim

 

Certifications

The Certifications vertical panel displays a list of certifications that are currently defined to the entity (employee, customer, order).

Certifications

Available in:
  • Employee
  • Customer
  • Temp Order

 

Check Summary

The Check Summary vertical panel displays information about a posted payroll batch.

Check Summary

Available in:
  • Payroll

 

Contact Info

The Contact Info vertical panel displays the contacts associated with an order.

Contact Info

Available in:
  • Temp Order
  • DH Order

 

Contact Method

Contact Method

Available in:
  • Employee
  • Customer
  • Contact
  • Agency
  • Unemployment

 

Contact Role Contact Method

Contact Role Contact Method

Available in:
  • Customer
  • Temp Order

 

Contact Roles

Contact Roles

Available in:
  • Customer
  • Agency

 

Cost

Cost

Available in:
  • WcClaim

 

Counter

Counter

Available in:
  • Favorites

 

Current Branch Settings

Current Branch Settings

Available in:
  • User

 

Customer Relations

Customer Relations

Available in:
  • Contact

 

Dates

Dates

Available in:
  • Employee
  • Temp Order
  • Customer
  • Contact
  • Assignment
  • DH Order
  • Unemployment
  • WcClaim
  • Agency

 

Deduction

Deduction

Available in:
  • Paycheck

 

Departments

Departments

Available in:
  • Customer
  • Agency

 

DNA

DNA

Available in:
  • Customer
  • Employee

 

Documents

Documents

Available in:
  • Temp Order
  • Employee
  • DH Order

 

Education

Education

Available in:
  • Employee

 

Employee Deduction

Employee Deduction

Available in:
  • Time Entry
  • Time Entry Card View

 

Employee Skill

Employee Skill

Available in:
  • Unemployment

 

Employee Tax

Employee Tax

Available in:
  • Time Entry Card View

 

Employee Tax Records

Employee Tax Records

Available in:
  • Time Entry

 

Employment Categories

Employment Categories

Available in:
  • Employee

 

Events

Events

Available in:
  • WcClaim

 

Extra

Extra

Available in:
  • Employee
  • Temp Order
  • Customer
  • Assignment
  • DH Order
  • Contact
  • Time Entry Card View

 

Financial Summary

Financial Summary

Available in:
  • Customer
  • Temp Order
  • Assignment

 

Hot Keys

Hot Keys

Lists the hot keys and their functions that can be used in the system via keyboard functions.

Available in:
  • User

 

Interview

Interview

Available in:
  • Employee

 

Invoice Merge

This panel displays all merges for a particular invoice. Each merge is identified with a group number. In the example, the first merge is represented by Group 1. The invoices merged are identified with the invoice amount for each. With version 13.2 and newer versions, double-clicking an invoice in a group displays an electronic version of the merged invoice for that group.

Invoice Merge

Available in:
  • Invoice

 

Job Position Rates

Job Position Rates

Available in:
  • Customer

 

Job Positions

Job Positions

Available in:
  • Customer

 

Markup

Markup

Available in:
  • Customer

 

Order Certification

Order Certification

Available in:
  • DH Order

 

Past Jobs

Past Jobs

Available in:
  • Employee

 

Payments

Payments

Available in:
  • Invoice

 

Previous 4 Weeks Top Customer

Lists top 5 customers by total sales for the previous four accounting periods.

Previous 4 Weeks Top Customer

Available in:
  • User

 

Previous Week Top Branch

Lists Top 5 branches by total gross profit for previous accounting period.

Previous Week Top Branch

Available in:
  • User

 

Rates

Rates

Available in:
  • Temp Order

 

Requirements

Requirements

Available in:
  • Employee
  • Temp Order
  • Customer
  • DH Order

 

Shifts

Shifts

Available in:
  • Customer

 

Skills

Skills

Available in:
  • Employee
  • Temp Order
  • DH Order
  • Contact
  • Customer
  • Agency

 

Status Log

Status Log

Available in:
  • Unemployment

 

Tax

Tax

Available in:
  • Paycheck

 

Tests

Tests

Available in:
  • Employee

 

Top 5 Customers

Lists the Top 5 Customers based on the sum of all the AR Payments for the customers.

Top 5 Customers

Available in:
  • User

 

Top Branch

Lists the top 5 branches based on the sum of total billing year to date for each branch.

Top Branch

Available in:
  • User

 

Total Bill Hours YTD

Graphic depiction of supplier total bill hours year-to-date by branch. If you hover over the bars of the graph you can see the actual amount being depicted. If you double-click the graph, you can display a larger view of the graph.

Total Bill Hours YTD

Available in:
  • User

 

Total Gross Profit YTD

Graphic depiction of supplier gross profit year-to-date by branch. If you hover over the bars of the graph you can see the actual amount being depicted. If you double-click the graph, you can display a larger view of the graph.

Total Gross Profit YTD

Available in:
  • User

 

Total Sales YTD

Graphic depiction of supplier total sales year-to-date by branch. If you hover over the bars of the graph you can see the actual amount being depicted. If you double-click the graph, you can display a larger view of the graph.

Total Sales YTD

Available in:
  • User

 

Transaction Entry Item

Transaction Entry Item

Available in:
  • Time Entry Card View

 

Transaction Hours

Transaction Hours

Available in:
  • Paycheck

 

Transaction Summary

Transaction Summary

Available in:
  • Payroll

 

Transaction Total Bill

Transaction Total Bill

Available in:
  • Time Entry

 

Transaction Total Count

Transaction Total Count

Available in:
  • Time Entry

 

Transaction Total Pay

Transaction Total Pay

Available in:
  • Time Entry

 

Tree

Tree

Available in:
  • Favorites

 

Unemployment

Unemployment

Available in:
  • Employee

 

Updated Transaction Count

Updated Transaction Count

Available in:
  • Time Entry

 

User Information

Lists User information such as User Name, User’s default Branch, User’s Suppliers, DBName (Database Name), DBServer (Database Server), software version, server and host information if applicable. This is used to provide support at the user level.

User Information

Available in:
  • User

 

Users

Users

Available in:
  • Employee
  • Temp Order
  • Customer
  • Contact
  • Assignment
  • DH Order
  • Unemployment
  • Agency
  • WcClaim

 

Wc Codes

Wc Codes

Available in:
  • Customer

 

WC Injury

WC Injury

Available in:
  • Employee
 
 

Articles in this section

Was this article helpful?
0 out of 0 found this helpful
Share