PR Insurance Report by Job/WO

You can use the PR Insurance Report by Job/WO by selecting Payroll > Reports > PR Insurance Report by Job/WO.

The PR Insurance Report by Job/WO report prints insurance liability amounts by Job or SM Work Order, Insurance State, Insurance Code, Liability Code with one line per employee and phase. The Gross Amount includes all timecard amounts posted to the Insurance Code plus add-on earnings. The STE column is the straight time equivalent portion of timecard wages plus add-on earnings.

Time coded to SM Work Orders follow time coded to JC Jobs. Time coded to both appear under the JC Job, and can be broken out into Work Order groups underneath the job, or summarized in the job, based on the parameter "Break out Job Work Order time in separate groups".

Report Parameters

Description

Company

Accept the default, or press F4 to select a company.

State

Click the Field Lookup button or press F4 to select the state.

Beginning PR End Date

Click the Field Lookup button or press F4 to select the beginning pay period end date.

Ending PR End Date

Click the Field Lookup button or press F4 to select the ending pay period end date.

Beginning Job Company

Select the Field Lookup button or press F4 to select the beginning job cost company.

Ending Job Company

Select the Field Lookup button or press F4 to select ending job cost company or leave blank to select all.

Beginning Job

Select the Field Lookup button or press F4 to select the beginning job.

Ending Job

Select the Field Lookup button or press F4 to select the ending job.

Beginning Insurance Code

Click the Field Lookup button or press F4 to select the beginning insurance code.

Ending Insurance Code

Click the Field Lookup button or press F4 to select the ending insurance code.

Liability Codes to Exclude (ie: 3,4,5)

Enter liability codes to exclude, separated by comma, e.g. 3,4,5.

Show time for (J)obs, (S)ervice or (B)oth

Enter J, S, or B.

Beginning SMCo

Click the Field Lookup button or press F4 to select the beginning service management company.

Ending SMCo

Click the Field Lookup button or press F4 to select the ending service management company.

Beginning Work Order

Enter or select the applicable beginning work order.

Ending Work Order

Enter or select the applicable ending work order.

Break out Job Work Order time in separate groups

checkbox to break out job work order time into separate groups.