Overview
Updated 11/19/2021
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.
- Click here for information on Vertical Panels configuration
- Click here for information on the Horizontal Panels
Accrual
The Accrual vertical panel displays a list of accrual plans and their balances, such as vacation or PTO hours, for a given employee.
- Paycheck
Address
The Address vertical panel displays a list of all known addresses that currently exist for the entity.
- 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.
- 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.
- Paycheck
Batch Log
The Batch Log vertical panel displays a log of all the processes that have been performed while processing payroll.
- 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
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
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
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
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.
- WcClaim
Certifications
The Certifications vertical panel displays a list of certifications that are currently defined to the entity (employee, customer, order).
- Employee
- Customer
- Temp Order
Check Summary
The Check Summary vertical panel displays information about a posted payroll batch.
- Payroll
Contact Info
The Contact Info vertical panel displays the contacts associated with an order.
- Temp Order
- DH Order
Contact Method
- Employee
- Customer
- Contact
- Agency
- Unemployment
Contact Role Contact Method
- Customer
- Temp Order
Contact Roles
- Customer
- Agency
Cost
- WcClaim
Counter
- Favorites
Current Branch Settings
- User
Customer Relations
- Contact
Dates
- Employee
- Temp Order
- Customer
- Contact
- Assignment
- DH Order
- Unemployment
- WcClaim
- Agency
Deduction
- Paycheck
Departments
- Customer
- Agency
DNA
- Customer
- Employee
Documents
- Temp Order
- Employee
- DH Order
Education
- Employee
Employee Deduction
- Time Entry
- Time Entry Card View
Employee Skill
- Unemployment
Employee Tax
- Time Entry Card View
Employee Tax Records
- Time Entry
Employment Categories
- Employee
Events
- WcClaim
Extra
- Employee
- Temp Order
- Customer
- Assignment
- DH Order
- Contact
- Time Entry Card View
Financial Summary
- Customer
- Temp Order
- Assignment
Hot Keys
Lists the hot keys and their functions that can be used in the system via keyboard functions.
- User
Interview
- 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
Job Position Rates
- Customer
Job Positions
- Customer
Markup
- Customer
Order Certification
- DH Order
Past Jobs
- Employee
Payments
- Invoice
Previous 4 Weeks Top Customer
Lists top 5 customers by total sales for the previous four accounting periods.
- User
Previous Week Top Branch
Lists Top 5 branches by total gross profit for previous accounting period.
- User
Rates
- Temp Order
Requirements
- Employee
- Temp Order
- Customer
- DH Order
Shifts
- Customer
Skills
- Employee
- Temp Order
- DH Order
- Contact
- Customer
- Agency
Status Log
- Unemployment
Tax
- Paycheck
Tests
- Employee
Top 5 Customers
Lists the Top 5 Customers based on the sum of all the AR Payments for the customers.
- User
Top Branch
Lists the top 5 branches based on the sum of total billing year to date for each branch.
- 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.
- 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.
- 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.
- User
Transaction Entry Item
- Time Entry Card View
Transaction Hours
- Paycheck
Transaction Summary
- Payroll
Transaction Total Bill
- Time Entry
Transaction Total Count
- Time Entry
Transaction Total Pay
- Time Entry
Tree
- Favorites
Unemployment
- Employee
Updated Transaction Count
- 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
Users
- Employee
- Temp Order
- Customer
- Contact
- Assignment
- DH Order
- Unemployment
- Agency
- WcClaim
Wc Codes
- Customer
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