Use the Payroll - Case Note Details report to check case note level detail behind the Payroll Summary report when investigating employee questions about their payroll hours.
The report includes billable case notes, To-Dos, and appointments invoiced, submitted, or completed (depending on the selection for the Date range applied to... parameter) within the specified date range.
Results include VRC roles and offices, charge type, rate, units, and billed charges for each case note:
The total billed in the report appears at the top left, under the report title:
Parameters:
Start Date and End Date (required) are applied to filter case notes, based on Complete Date, Submitted Date, or Invoiced Date, depending on the Report Type selected.
Date range applied to... parameter (required) determines how the date range filter is applied. Selections are:
> Date case notes invoiced (invoiced status only) = when the case note was invoiced, when the invoice was marked as finalized
> Date case notes submitted (submitted or invoiced status)
> Date case notes completed (any status)
> Invoice Dates (invoiced status only) = the Invoice Date entered when creating an invoice
Charge Type (required) lets you create a report for only one charge type if you need to apply different payroll calculations for that one type (e.g., mileage or expenses). The default is to include all charge types.
Accounts (optional) allows you to narrow results to a specific account or group of accounts. If left showing None Selected, all active and inactive accounts (including internal, administrative accounts) will be included.
^Let me pick inactive accounts^ checkbox determines whether inactive accounts are included in the choices for selection in the Customer Account parameter. To see only active accounts, leave the checkbox unchecked (the default selection) and Select all from the Customer Account parameter.
Service (optional) allows you to narrow the results to cases delivering a particular service or services. If left showing None Selected, then all services will be included.
Timekeeper VRC (optional) lets you narrow the results to case notes completed by a particular individual or team. If left with None Selected, all users who completed case notes for your cases will be included.
Timekeeper Rate Level (optional) lets you filter results to only a single rate level, e.g., admin, when you need to apply different payroll calculations to a particular rate level or levels. Choices are Admin, Intern, or VRC. This filter is independent from the Timekeeper VRC parameter, i.e., it does not filter the selections in that parameter. If you choose a rate level that is not applicable for the selected VRC(s), no results will be returned.
Lead VRC (optional) is used to restrict results to billing on cases with a particular VRC or group of VRCs in the Lead VRC role.
Referred VRC (optional) is used to restrict results to billing on cases with a particular VRC or group of VRCs in the Referred VRC role.
Include Non-Billable checkbox determines whether or not non-billable items are included in the results.
Notes:
If completed within the date range, the case notes must also be in submitted state at the time the report is run to be included.
The status date column (second column, left to right) shows Date Invoiced when "Date case notes invoiced" or when "Date Invoiced" are selected, or Date Submitted when "Date case notes submitted" or when "Date case notes completed" are selected in the Date range applied to... parameter:
