Intracompany Cost and Profit

The Intracompany Cost and Profit report includes the hours, WIP amounts, and the cost and profit for staff who did work for another office within the firm.

Permissions Required for this Report

In the staff profile, staff must be assigned to a security group that is granted View functional rights for the following:

• Security group profile > Functional rights > Reports > Shared Library > Shared Views
• Security group profile > Functional rights > Reports > Firm Library > Custom
• Security group profile > Functional rights > Reports > Firm Library > Standard > Firm
• Security group profile > Functional rights > Reports > Firm Library > Standard > Practice
• Security group profile > Functional rights > Reports > Firm Library > <report name>
• Security group profile > Functional rights > Administration Manager > Client Manager > Approved Clients

Reports in Foundation that are Comparable

In Practice Management and Practice Advantage there are no comparable reports. This is a new standard report.

Report Specifications

The following report options and filters are available to determine the report contents.

Options and Settings:

Options and Settings
Option	Setting	Description
Show Only Intracompany Staff	Yes/No	Includes only the staff who worked for other offices or includes all staff. Note: Selecting to include only the staff who performed work for another office within the transaction period, removes any $0.00 intracompany costs from the report.
Include Deleted Clients	Yes/No	Includes or excludes deleted client information.
Billing Status	List	Selects the billing status for WIP to include. The options are Billed, Unbilled, or Both.

Default Filters
Field Name	Operator	Value
Transaction Date	Between	01/01/1990, Today
Staff Status	=	All

Optional Filters
Available Fields
Accounting Period Date	Hours	Sort Name
Billed Amount	Posted Date	Staff
Client Bill Manager	Profit	Staff ID
Client ID	Project	Staff Name
Client ID.Sub ID	Project ID	Staff Office
Client Name	Project Name	Staff Status
Client Office	Project Office	Tax Type
Cost	Report Name	Transaction Date
Department	Return Group	WIP Amount

Grouping
Available Fields
Billing Status	Client ID.Sub ID	Project
Client	Client Name	Project ID
Client Bill Manager	Client Office	Project Name
Client ID	Department	Project Office
Report Name	Staff	Staff Office
Return Group	Staff ID	Staff Status
Sort Name	Staff Name	Tax Type

Notes:

• The first two groupings must be Project Office and Staff Office or Client Office and Staff Office.
• You cannot group this report by both project office and client office. If you select to group by client office, the client office detail replaces the project office detail in the report.

Sorting
Available Fields
Billed Amount	Profit	Staff Office
Cost	Staff ID	Staff Status
Hours	Staff Name	WIP Amount

Report Fields

The following fields are available for this report. The fields that display and the position of fields are based on the report's settings, grouping, sorting, and filters.

Report Fields
Field	Description
Project/Client Office	The project office or client office, depending on how the report is grouped.
Staff Office	The staff office.
Project/Client	The project name and project ID, or the client name and client ID, depending on how the report is grouped.
Staff ID	The staff ID.
Staff Name	The staff name.
Staff Office	The staff office.
Hours	The sum of posted hours for all WIP transactions within the filter parameters.
WIP Amount	The total posted WIP amount for the transactions within the filter parameters.
Billed Amount	The total billed amount for WIP transactions.
Cost	The amount of intracompany cost if greater than 0.00, or the amount of staff cost if intracompany cost = 0.00.
Profit	The total of billed amount minus cost amount.

Intracompany Cost and Profit Sample Report