Enhanced Standard Reporting Availability
Enhanced Standard Reporting is now available as an optional feature for your system.
Want to opt in NOW? Submit a support ticket or contact your CSM to enable this feature and access faster processing, extended historical data, and improved reliability.
Customizing and Sharing This Report
Columns: Use the column selector to show, hide, or reorder columns to match your workflow.
Filters: Your filter selections are remembered between sessions — the report opens with your last-used settings automatically.
Sharing (INSIGHTS users): You can duplicate, rename, and share customized versions of this report with team members, and schedule automated delivery by email. System-level reports remain unchanged and available to all users.
Sharing (Standard users): You can duplicate this report and customize filters for personal use. To share a customized version with your team, duplicate the report, apply your preferred filters, and share it directly with individual users. System-level reports cannot be modified or set as a default for all users. See Enhanced Standard Reporting Overview for more detail.
The Transaction Info Report gives your team complete visibility into transaction-level pay and bill data across your workforce. By combining pay, bill, timesheet, and placement information into a single view, this report empowers your team to reconcile transactions, investigate discrepancies, and maintain the accuracy of your payroll and billing data in Avionté Enhanced Reports.
On This Page
Accessing the Report
- Click on the Analyze tab.
The Reports sub-tab will automatically be selected. - In the Search Reports field, type Transaction Info
- Click on the Transaction Info report
Understanding This Report
What This Report Shows You
The Transaction Info Report displays one row per transaction, combining data from pay and bill processing, time entry batches, and placement records into a single view. Each row includes organizational context (employer, region, office), talent and placement identifiers, timesheet audit fields, invoice and check details, and a full breakdown of pay, bill, and cost amounts. The Include Burden Factor filter controls whether burden-related cost fields are included in the data.
Why Use This Report
This report helps you investigate and reconcile transaction data and answer critical questions about pay and bill activity:
- Which transactions are pay-only, bill-only, or have entered or unentered time?
- What are the total pay, bill, and gross profit figures for a specific talent, company, or time period?
- Which transactions belong to a specific time entry batch or payment batch?
- Are there discrepancies between bill amounts and pay amounts for specific placements?
- What are the worker comp costs, burden, and employer taxes associated with a transaction?
- When was a timesheet approved, submitted, or saved, and by whom?
- Which transactions are linked to agency or non-W2 talent?
Who Benefits From This Report
Payroll Teams: Reconcile transaction-level pay data against check records, verify gross wages and hours by batch, and investigate discrepancies between what was entered and what was processed.
Billing and Finance Teams: Review bill amounts, invoice numbers, and GP figures at the transaction level to validate client billing and support period-end close activities.
Operations Managers: Monitor transaction volume by employer, region, and office, and use Show Type filters to focus on specific transaction categories such as unentered time or pay-only records.
Recruiters and Staffing Coordinators: Look up placement-level transaction history for specific talent, verify timesheet submission and approval status, and confirm job type and PO number details.
IT and Support Teams: Use time entry batch IDs and placement IDs to trace specific transactions during troubleshooting or audit responses.
Using Filters
Filters appear on the right side of your screen and help you focus on specific segments of your transaction data. All filters default to "Include all" when you first open the report.
Available Filters
| Filter Name | What It Does | When to Use It |
|---|---|---|
| Company | Limits results to transactions associated with a specific company | When reviewing transaction activity for a particular client |
| Show Type - Pay/Bill | Filters to Pay Only or Bill Only transactions | When you need to isolate transactions that have pay without bill, or bill without pay |
| Show Type - Time | Filters to Time Entered or Time Unentered transactions | When reviewing timesheet entry status across your transaction set |
| Job Type | Limits results to transactions associated with a specific job type | When comparing transaction data across different employment categories |
| Time Entry Batch ID | Limits results to transactions within a specific time entry batch | When investigating or reconciling a specific batch of time entries |
| Include Burden Factor | Controls whether burden-related cost fields are included in the report data | When you need to include worker comp cost, burden, agency cost, payment cost, gross profit, gross profit percent, employer taxes, and employer contribution calculated with burden |
| Extra Value | Filters by extra fields from Company, Job, and Placement records | When you need to narrow results using custom extra value fields configured for your system |
Applying Your Filter Selections
- Click on the edit icon next to any filter name to expand it
- Make your selections by checking boxes or choosing from dropdowns
- Click Apply to update the report with your filtered view
- Click Cancel to discard changes and return to the previous filter state
Reading the Data
The Transaction Info Report displays one row per transaction with a comprehensive set of fields spanning organizational context, talent and placement details, timesheet audit data, payment and invoice records, and pay/bill financials. The full field list is below.
Key Field Categories
| Field Name | Description |
|---|---|
| Transaction Employer | The employer associated with the transaction |
| Transaction Region | The region associated with the transaction |
| Transaction Office | The office associated with the transaction |
| Accounting Period Date | The transaction's accounting period date |
| Week Worked | The week worked date for the transaction |
| Time Entry Batch ID | The time entry batch ID associated with the transaction |
| Batch Description | The description of the time entry batch |
| Company ID | The company's ID in AviontéBOLD |
| Company | The company's name |
| Department | The company's department name |
| Company Representative | The representative associated with the company; if multiple representatives exist, they are separated by commas |
| Talent ID | The talent's ID in AviontéBOLD |
| BO Talent ID | The talent's ID in AviontéClassic (Back Office) |
| Talent | The talent's full name |
| Is W2 | Indicates whether the talent is a W2 employee (Yes/No) |
| Talent Status | The talent's current status |
| Job | The job requisition ID associated with the transaction |
| Job ID | The job's ID in AviontéBOLD |
| Job Sales Rep | The sales representative associated with the job |
| Job Type | The job type associated with the transaction |
| Placement ID | The placement's ID in AviontéBOLD |
| BO Placement ID | The placement's ID in AviontéClassic (Back Office) |
| Placement Recruiter Rep | The recruiter representative associated with the placement |
| Placement Start Date | The placement's start date |
| Placement End Date | The placement's end date |
| Check Accounting Period Date | The accounting period date of the payment check associated with the transaction |
| Payment Batch ID | The batch ID of the payment check |
| Check Date | The date of the payment check |
| Check Number | The payment check number |
| Check Branch | The branch associated with the payment check |
| Is Direct Deposit | Indicates whether the payment was made via direct deposit (Yes/No) |
| Invoice Accounting Period Date | The accounting period date of the invoice associated with the transaction |
| Invoice Date | The date of the invoice |
| Invoice Number | The invoice number |
| Invoice Branch | The branch associated with the invoice |
| Sales Tax Amount | The sales tax amount associated with the transaction |
| Total Pay | The total pay amount for the transaction |
| Total Bill | The total bill amount for the transaction |
| Bill Amount | The taxable bill amount for the transaction |
| Gross Wages | The taxable pay amount for the transaction |
| Total Adjustment Pay | The total adjustment pay amount for the transaction |
| Total Adjustment Bill | The total adjustment bill amount for the transaction |
| Worker Comp Cost | The workers' compensation cost associated with the transaction |
| Cost Worker Comp Cost | The cost-basis workers' compensation cost for the transaction |
| Agency Name | The name of the agency associated with a non-W2 transaction |
| Agency Cost | The agency cost for the transaction |
| Payment Cost | The payment cost for the transaction |
| Burden | The total burden cost for the transaction |
| Wc Code | The workers' compensation code associated with the transaction |
| Wc Code Rate | The rate associated with the workers' compensation code |
| Job Position | The job position associated with the transaction |
| Gross Profit | The gross profit for the transaction |
| Gross Profit Percent | The gross profit percentage for the transaction |
| Employer Taxes | The employer taxes associated with the transaction |
| Employer Contribution | The employer contribution associated with the transaction |
| Pay RT Hours | Pay hours for regular (REG) transaction types |
| Pay OT Hours | Pay hours for overtime (OT) transaction types |
| Pay DT Hours | Pay hours for double time (DT) transaction types |
| Pay Total Hours | Total pay hours for the transaction |
| Bill RT Hours | Bill hours for regular (REG) transaction types |
| Bill OT Hours | Bill hours for overtime (OT) transaction types |
| Bill DT Hours | Bill hours for double time (DT) transaction types |
| Bill Total Hours | Total bill hours for the transaction |
| RT Pay | Total pay amount for regular (REG) transaction types |
| OT Pay | Total pay amount for overtime (OT) transaction types |
| DT Pay | Total pay amount for double time (DT) transaction types |
| RT Bill | Total bill amount for regular (REG) transaction types |
| OT Bill | Total bill amount for overtime (OT) transaction types |
| DT Bill | Total bill amount for double time (DT) transaction types |
| Total Adjustment Cost | The total adjustment cost for the transaction |
| GP Adjustment Pay | The GP adjustment pay amount for the transaction |
| GP Adjustment Bill | The GP adjustment bill amount for the transaction |
| GP Adjustment Cost | The GP adjustment cost for the transaction |
| Non Adjustment Cost | The item cost for non-adjustment transaction types |
| Worker Comp Wage | The workers' compensation wage for the transaction |
| Credit Card Fee | The credit card fee associated with the transaction |
| Discount Amount | The discount amount applied to the transaction |
| Rebate Amount | The rebate amount associated with the transaction |
| PO Number | The purchase order number associated with the transaction |
| Bill Other Hours | Bill hours for transaction types where IncludeInOtherHours is set to True |
| Pay Other Hours | Pay hours for transaction types where IncludeInOtherHours is set to True |
| Item Text | The item text associated with the transaction; if multiple values exist, they are separated by commas |
| Time Sheet Approved By | The user who approved the timesheet |
| Time Sheet Approved Date | The date the timesheet was approved |
| Time Sheet Saved By | The user who saved the timesheet |
| TimeSheet Saved Time | The date and time the timesheet was saved |
| TimeSheet Submitted By | The user who submitted the timesheet |
| TimeSheet Submitted Time | The date and time the timesheet was submitted |
| Dynamic Fields | Extra values and commission users associated with the transaction, pulled dynamically based on your system configuration |
| Worksite Address | The worksite address associated with the transaction |
Practical Applications
The Transaction Info Report empowers your team to investigate and reconcile pay and bill activity at the most granular level available. Use the Show Type filters to zero in on pay-only or bill-only transactions that may indicate missing data, or filter to unentered time to identify placements where timesheets haven't been submitted. Finance teams can pull a full transaction set for a given accounting period or invoice date, then export to validate against check registers or client invoices. The Include Burden Factor filter makes it easy to switch between standard and burden-adjusted views of cost and gross profit without running separate reports. Timesheet audit fields — approved by, submitted by, saved time — give your team the documentation needed to respond to disputes or audit requests quickly and confidently.
Exporting Your Data
Export your report data to share with stakeholders, perform additional analysis, or maintain records outside of Avionté.
- Apply any filters you want to include in your export
- Click the three-dot menu icon (⋮) in the top right corner of the report area
- Select your preferred format from the Download submenu:
- Image: Creates a visual snapshot of the report as currently displayed
- CSV File: Exports raw data compatible with Excel, Google Sheets, and database tools
- PDF File: Generates a formatted document suitable for printing or formal distribution
Additional Export Options
The three-dot menu also provides options to repeat rows (useful for printing), merge rows, and other display customizations. These settings affect how your report appears on screen and in exports.
Refreshing the Report
Report data refreshes automatically in the background. However, if you want to see the most current information immediately after changing filters or if new transactions have been processed, you can manually refresh.
-
Locate the circular arrow icon above the filter panel on the right side
- Hover over the icon to see it expand and display the word "UPDATE"
- Click the icon to re-run the report based on your current filter selections
The report will reload with the latest data from your database, reflecting any new transactions or updates since you last viewed it.
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