Obračun dela v servisu (OLD)
Accounting Work Report
Different reports can be done grouped by company, accountant in criteria. Reports are mainly for the purposes of the leaders of the accounting firm.
| Reports |
User can choose between different reports grouped by company, accountant and criteria.
Report Last Entries by Databases is for the overview of the last entered documents in the selected databases.
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| Grid View |
All collected data can be viewed in the Grid View. |
| Work From Date, To Date |
Start and end date for the criteria is entered into these fields. In criteria we can define which date field will be used. |
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Document From Date, To Date
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These dates are used in the last report (Last Entries by Databases). |
| Documents older than days |
Only documents, older than specified number of days are shown (if value is -1 then the this criteria is omitted). |
| Doc. Type for Recurring inv. |
Document type for recurring invoicing is selected. |
Print  |
By clicking this button data is collected and report printed. |
| Create Recurring Inv. for Billed Work |
If we want to transfer data to recurring invoicing when preparing data, this check box is checked.
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| Databases |
Databases for reports are selected. |
| Users |
Users for reports are selected. |
| Criteria |
Criteria for reports are selected.
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Criteria for reports
Available criteria can be obtained from webservice. If you change criteria in database, you can always delete criteria or just download sample criteria from webservice. Transfer of criteria from webservice does NOT overwirite existing criteria:
The following criteria is available on webservice:
| Table Name |
Field For Date From |
Field For Date To |
Description Of Gathered Data |
Additional Criteria |
| tHR_SlryCalcJob |
adTimeIns |
adTimeIns |
Salary count in period by insertion date. |
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| vDE_SlryPrep |
adDateCalc |
adDateCalc |
Salary count in period by calculation date. |
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| vDE_SlryPrep |
adDateVAT |
adDateVat |
Salary count in period by date of payment of salary contributions. |
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| vDE_SlryPrep |
adPaymentDate |
adPaymentDate |
Salary count in period by payment date. |
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| tHR_Trvl |
adDateCalc |
adDateCalc |
Travel orders count in period. |
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| vHE_Move |
adDate |
adDate |
Issued invoices count in period by of delivery. |
and acDocType in (Select acDocType from tPA_SetDocType where acType = 'I') |
| vHE_Move |
adDateInv |
adDateInv |
Issued invoices count in period by date and time of invoice. |
and acDocType in (Select acDocType from tPA_SetDocType where acType = 'I') |
| vHE_Move |
adTimeIns |
adTimeIns |
Issued invoices count in period by date and time entered. |
and acDocType in (Select acDocType from tPA_SetDocType where acType = 'I') |
| vHE_Move |
adDate |
adDate |
Received invoices count in period by date and time of delivery. |
and acDocType in (Select acDocType from tPA_SetDocType where acType = 'P') |
| vHE_move |
adDateInv |
adDateInv |
Received invoices count in period by date and time of invoice |
and acDocType in (Select acDocType from tPA_SetDocType where acType = 'P') |
| vHE_GLPostings |
adTimeIns |
adTimeIns |
Posts count by insertion date. |
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| tHE_VATCalc |
adDate |
adDate |
VAT account count in period by date of VAT. |
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| tHE_Chronos |
adBegin |
adBegin |
Time recorded in Chronos by time spent. |
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| vHE_GLPostings |
adDateOfEntry |
adDateOfEntry |
Automatic postscount by date of entry. |
and acAutoPosting = 'T' |
| vHE_GLPostings |
adDateDoc |
adDateDoc |
Automatic posts count by document date. |
and acAutoPosting = 'T' |
| vHE_GLPostings |
adDate |
adDate |
Automatic posts count by period date. |
and acAutoPosting = 'T' |
| vHE_GLPostings |
adDateOfEntry |
adDateOfEntry |
Manual posts count by date of entry. |
and acAutoPosting = 'F' |
| vHE_GLPostings |
adDateDoc |
adDateDoc |
Manual posts count by date of document. |
and acAutoPosting = 'F' |
| vHE_GLPostings |
adDate |
adDate |
Manual posts count by period date. |
and acAutoPosting = 'F' |
Type of Reports
| 15Y - Accounting Work Report |
Report without any grouping.
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| 0B1 - Accounting Work Report - By Companies |
Report grouped by companies. |
| 0B2 - Accounting Work Report - By Users |
Report grouped by users. |
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0B3 - Accounting Work Report -By Criteria
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Report grouped by criteria. |
| 0B6 - Accounting Work Report -Summary By Companies |
Summary report grouped by companies. |
| 0B7 - Accounting Work Report -Summary By Users |
Summary report grouped by users. |
| 0B8 - Accounting Work Report - Summary By Criteria |
Summary report grouped by criteria. |
| 0A9 - Last Entries by Database |
Printout of the shortcuts data. |
Create Dashboard Component
Option that is available on the right-click of the Print button. According to selected criteria program generates SQL code and opens Dashboard Components module. In this module we create new Dashboard Component and paste created SQL code:
Create Ad-Hoc analysis
Option that is available on the right-click of the Print button. According to selected criteria program generates SQL code and opens Ad-Hoc Analysis module with SQL code pasted into SQL Query window. Data can then be manipulated, exported etc.
Export to Excel
Option that is available on the right-click of the Print button. Before saving we can select path and file name.