Agencies have access to various reports on the platform for them to view and download.
These include:
Sales Ledger
Agency Commission
Provider Fee
Intermediary Report
Xero Invoice integration
The reports tab can be accessed from the left hand menu and will drop down to show the different reports.
Sales Ledger
This is split into two sections, a summarised ledger and a detailed ledger.
The summary shows the ledger by client like below:
The detailed ledger shows the individual invoices in more depth, with placement information (job title, payment terms), due date and days overdue. This can be filtered.
To download as an excel sheet, select the rows wanted and click 'csv' on the top right. You have the option to download all or download selected. Read further down for image guides.
Agency Commission and Provider Fee
Agency commission and provider fees can be accessed in their respective tabs. They can be filtered by commission type (sales invoice, timesheet, ad-hoc), client, consultant, etc.
To download as an excel sheet, select the rows wanted and click 'csv' on the top right. You have the option to download all or download selected. Read further down for image guides.
HMRC Intermediary Report
This has to be completed every 3 months when employing agency workers or subcontractors but not handling PAYE.
Select the date range required and then download the report to complete.
Image guide to downloading reports
To download as an excel sheet, select the rows wanted and click 'csv' on the top right as below.
You have the option to download the page, download selected or download all. You can also filter by the fields you want to download.
