Add Report Group Screen

How to Use OnLine Help

 

Click here to return to the Add Report Group main topic page.

Corporation

Indicates the corporation to which the report group will be added.

Use to select the corporation.

This is a REQUIRED field.

 

 

Process

Indicates the PayBill process to which the report group applies.

Options are:

  • Timesheet Billing Process

  • Position Billing Process

  • Timesheet Sales Adjustment Process

  • Position Sales Adjustment Process.

This is a REQUIRED field.

 

 

Report Group

Indicates the name for this report group.

This is how the report group will be identified in the PayBill division of StaffSuite.

NOTE: While the only name requirement is that the report group name have at least 1 alphanumeric character, the report group name may not be "StaffSuite".

A report group name must be unique within a corporation and process.

This is a REQUIRED field.

 

 

Active

Indicates whether the Report Group can be used or not.

A check indicates that the Report Group is active (can be used).

Clicking the box toggles it between selected and deselected.

 

 

Master Report Group

Indicates whether the PayBill billing process will use the Company specific report groups.

Since companies sometimes ask you to provide them with invoices formatted to their specifications (e.g., how timesheets are allocated to an invoice, how data is sorted on an invoice, etc.), StaffSuite allows you to specify non-Master Report Groups at the company level. A Master Report Group is used during the billing process to tell StaffSuite to use the company-specific report groups, if applicable.

If you are using company-specific report groups, you must set up at least one master report group. If you are not using company-specific report groups, you do not have to set up a master report group.

A Master Report Group cannot be used as a company-specific report group.

Master Report Groups are only applicable to the Timesheet Billing Process and Position Billing Process. This field is disabled if one of the Sales Adjustment processes is selected.

A check indicates that the report group is a Master Report Group. Clicking on the box toggles it between selected and deselected.

 

 

OK/Cancel

Click OK to save your new report group and close the window.

Click Cancel to close the window WITHOUT saving your report group.

NOTE: Upon clicking OK, the Report Group Basic window displays.

 

 

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