Agency Transaction

Overview

Updated 07/07/2021

 

The Transaction item of the Agency section is used to record and view transactions related to the selected agency.

 

The Transaction is separated into an upper and lower grid that display different data.

Upper-Grid Field Chooser

Depending on the options selected from the upper-grid field chooser menu, the grid displays the following columns:

Field	Description
Accounting Period Date	The end date of the accounting period.
Agency Cost	Total amount payable either to the sub-contracting agency or the individual contractor excluding any deductions.
Bill To Name	Name of the entity being billed.
Bill DT Hours	The number of Double Time hours being billed.
Bill OT Hours	The number of Over Time hours being billed.
Bill RT Hours	The number of Regular Time hours being billed.
Bill Total Hours	Total number of hours being billed.
CheckNumber	The identification number of the individual check being issued.
DepartmentName	Name of the customer department associated with the transaction.
DT Hours	Total number of Double Time hours worked.
DTBill	Total number of Double Time hours being billed.
DTPay	Total number of Double Time hours being paid.
Employee Name	Name of the employee attached to the transaction.
Employer Taxes	Amount of taxes being paid by the employer.
GrossProfit	Profit made by a staffing company on the transaction.
GrossProfitPercent	The staffing company's profit expressed as a percentage.
GrossWages	Taxable income which does not include pass through deductions.
InvoiceNumber	Identification number of the invoice attached to the transaction.
JobPosition	Name of the position held by the employer.
OT Hours	Total number of Over Time hours worked by the employee.
OTBill	Total amount of Over Time hours being billed.
OTPay	Total amount of Over Time hours being paid.
PayeeName	Name of the entity being paid.
PaymentCost	Sum of Gross Wages, Agency Cost, WC Cost, Employer taxes, and Burden.
RT Hours	Total amount of Regular Time hours worked by the employee.
RTBill	Total amount of Regular Time hours being billed.
RTPay	Total amount of Regular Time hours being paid.
See Invoice	The "jump" buttons in this column navigate you to the Summary item of the Invoice section.
See Paycheck	The "jump" buttons in this column navigate you to the Summary item of the Paycheck section.
ShiftName	Name of the shift worked by the employee.
SiteName	Name of the worksite location.
Total Bill	The total amount being billed.
Total Hours	The total number of hours worked by the employee.
Total Pay	Total amount being paid.
Week Worked	Indicates the pay period of the transaction.

Lower-Grid Field Chooser

Depending on the options selected from the upper-grid field chooser menu, the grid displays the following columns:The lower grid displays the following:

Field	Description
Assignment ID	Identification number for the assignment attached to the transaction.
Batch ID	Identification number for the batch associated to the transaction.
Bill Rate	Rate at which the customer is being billed.
Bill To Name	Name of the customer being billed.
Bill Unit	The total number of hours being billed.
Check Number	The identification number of the individual check being issued.
Department Name	Name of the customer department associated with the transaction.
Employee Name	Name of the employee associated with the transaction.
External ID	Identification number from outside the supplier.
Item Bill	The amount bill for a particular type of hours worked (i.e. regular hours, overtime hours, etc.)
Item Pay	The amount paid for a particular type of hours worked (i.e. regular hours, overtime hours, etc.)
Job Position	The specific position associated with the transaction.
Pay Rate	Rate at which the employee is being paid.
Pay Unit	Total number of hours of a particular type worked by the employee (i.e. regular hours, overtime hours, etc.)
Payee Name	Name of the entity being paid.
Shift Name	Name of the shift worked by the employee.
Short Name	Nickname for a particular entity.
Site Name	Name of the worksite location.
Sort Order	Indicates the order at which a particular item is listed on the grid.
SSN	Employee's Social Security Number.
Staffing Supplier Code	Name of the staffing company.
Type	Indicates the type of hours worked (i.e. regular hours, overtime hours, etc.)
Week Worked	Indicates the pay period of the transaction.

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