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 |
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