Report Designer: Billing Activity variables

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The Billing Activity variables available from the Report Designer can be inserted into reports to display client information for payroll and AP/AR billing details. The following tables provide details about each of these variables.

See also: Variables overview

Workpapers CS users: This section of variables, while visible in the Design Tools frame in the Report Designer, is not relevant to Workpapers CS. If any of these variables were to be used in reports or other documents for a Workpapers CS-only client, the notation "This report contains no data" would appear.

Invoice

Variable name Data content/source Format Variable syntax
Bill for Client ID Client ID for an invoice from Setup > Clients Text [BillingActivity.Invoice.BillforClientID]
Bill for Client Name Client name for an invoice, from Setup > Clients Text [BillingActivity.Invoice.BillforClientName]
Bill to Client ID Bill to client ID for an invoice, from Setup > Clients Text [BillingActivity.Invoice.BilltoClientID]
Bill to Client Name Bill to client name for an invoice, from Setup > Clients Text [BillingActivity.Invoice.BilltoClientName]
Date Date of the invoice Date [BillingActivity.Invoice.Date]
Description Description of the invoice Text [BillingActivity.Invoice.Description]
Discount Amount Discount amount on the invoice Amount [BillingActivity.Invoice.DiscountAmount]
Discount Description Discount description on the invoice Text [BillingActivity.Invoice.DiscountDescription]
Gross Amount Gross amount on the invoice Amount [BillingActivity.Invoice.GrossAmount]
Impound Status Impound status on the invoice Text [BillingActivity.Invoice.ImpoundStatus]
Logo Logo on the invoice from Setup > Firm Information > Firm Image [BillingActivity.Invoice.Logo]
Net Amount Net amount on the invoice Amount [BillingActivity.Invoice.NetAmount]
Payment Amount Payment amount on the invoice Amount [BillingActivity.Invoice.PaymentAmount]
Reference Reference number on the invoice Text [BillingActivity.Invoice.Reference]

Invoice Delivery Details

Variable name Data content/source Format Variable syntax
Amount Amount for the delivery details on the invoice Amount [BillingActivity.Invoice.DeliveryDetails.Amount]
Bill for Client ID Bill for client ID for the delivery details on the invoice Text [BillingActivity.Invoice.DeliveryDetails.BillforClientID]
Bill for Client Name Bill for client name for the delivery details on the invoice Text [BillingActivity.Invoice.DeliveryDetails.BillforClientName]
Description Description for the delivery details on the invoice Text [BillingActivity.Invoice.DeliveryDetails.Description]
Total Amount Total amount for the delivery details on the invoice Amount [BillingActivity.Invoice.DeliveryDetails.TotalAmount]
Non-Taxable Amount Amount for the non-taxable delivery details on the invoice Amount [BillingActivity.Invoice.DeliveryDetails.NonTaxable.Amount]
Bill for Client ID Bill for client ID for the non-taxable delivery details on the invoice Text [BillingActivity.Invoice.DeliveryDetails.NonTaxable.BillforClientID]
Bill for Client Name Bill for client Name for the non-taxable delivery details on the invoice Text [BillingActivity.Invoice.DeliveryDetails.NonTaxable.BillforClientName]
Description Description for the non-taxable delivery details on the invoice Text [BillingActivity.Invoice.DeliveryDetails.NonTaxable.Description]
Total Amount Total amount for the non-taxable delivery details on the invoice Amount [BillingActivity.Invoice.DeliveryDetails.NonTaxable.TotalAmount]
Taxable Amount Amount for the taxable delivery details on the invoice Amount [BillingActivity.Invoice.DeliveryDetails.Taxable.Amount]
Bill for Client ID Bill for client ID for the taxable delivery details on the invoice Text [BillingActivity.Invoice.DeliveryDetails.Taxable.BillforClientID]
Bill for Client Name Bill for client Name for the taxable delivery details on the invoice Text [BillingActivity.Invoice.DeliveryDetails.Taxable.BillforClientName]
Description Description for the taxable delivery details on the invoice Text [BillingActivity.Invoice.DeliveryDetails.Taxable.Description]
Total Amount Total amount for the taxable delivery details on the invoice Amount [BillingActivity.Invoice.DeliveryDetails.Taxable.TotalAmount]
Taxable Tax Exempt Amount Amount for the tax exempt delivery details on the invoice Amount [BillingActivity.Invoice.DeliveryDetails.Taxable.TaxExempt.Amount]
Bill for Client ID Bill for client ID for the tax exempt delivery details on the invoice Text [BillingActivity.Invoice.DeliveryDetails.Taxable.TaxExempt.BillforClientID]
Bill for Client Name Bill for client Name for the tax exempt delivery details on the invoice Text [BillingActivity.Invoice.DeliveryDetails.Taxable.TaxExempt.BillforClientName]
Description Description for the tax exempt delivery details on the invoice Text [BillingActivity.Invoice.DeliveryDetails.Taxable.TaxExempt.Description]
Total Amount Total amount for the tax exempt delivery details on the invoice Amount [BillingActivity.Invoice.DeliveryDetails.Taxable.TaxExempt.TotalAmount]

Invoice Delivery Details

Variable name Data content/source Format Variable syntax
Amount Discount amount on an invoice discount Amount [BillingActivity.Invoice.DiscountDetails.Amount]
Bill for Client ID Bill for client ID on an invoice discount Text [BillingActivity.Invoice.DiscountDetails.BillforClientID]
Bill for Client Name Bill for client name on an invoice discount Text [BillingActivity.Invoice.DiscountDetails.BillforClientName]
Description Description of a line item on an invoice discount Text [BillingActivity.Invoice.DiscountDetails.Description]
Total Amount Total amount on an invoice discount Amount [BillingActivity.Invoice.DiscountDetails.TotalAmount]
Non Taxable Amount Non-taxable discount amount on an invoice Amount [BillingActivity.Invoice.DiscountDetails.NonTaxable.Amount]
Bill for Client ID Bill for client ID on the non-taxable invoice discount Text [BillingActivity.Invoice.DiscountDetails.NonTaxable.BillforClientID]
Bill for Client Name Bill for client name on the non-taxable invoice discount Text [BillingActivity.Invoice.DiscountDetails.NonTaxable.BillforClientName]
Description Description on the non-taxable invoice discount Text [BillingActivity.Invoice.DiscountDetails.NonTaxable.Description]
Total Amount Total amount on the non-taxable invoice discount Amount [BillingActivity.Invoice.DiscountDetails.NonTaxable.TotalAmount]
Taxable Amount Taxable amount of a taxable discount on an invoice Amount [BillingActivity.Invoice.DiscountDetails.Taxable.Amount]
Bill for Client ID Bill for client ID on a taxable invoice discount Text [BillingActivity.Invoice.DiscountDetails.Taxable.BillforClientID]
Bill for Client Name Bill for client name on a taxable invoice discount Text [BillingActivity.Invoice.DiscountDetails.Taxable.BillforClientName]
Description Description on a taxable invoice discount Text [BillingActivity.Invoice.DiscountDetails.Taxable.Description]
Total Amount Total amount on a taxable invoice discount Amount [BillingActivity.Invoice.DiscountDetails.Taxable.TotalAmount]
Tax Exempt Amount Tax exempt amount of a discount on an invoice Amount [BillingActivity.Invoice.DiscountDetails.Taxable.TaxExempt.Amount]
Bill for Client ID Bill for client ID on a tax exempt discounted invoice Text [BillingActivity.Invoice.DiscountDetails.Taxable.TaxExempt.BillforClientID]
Bill for Client Name Bill for client name on a tax exempt discounted invoice Text [BillingActivity.Invoice.DiscountDetails.Taxable.TaxExempt.BillforClientName]
Description Description on a tax exempt discounted invoice Text [BillingActivity.Invoice.DiscountDetails.Taxable.TaxExempt.Description]
Total Amount Total amount on a tax exempt discounted invoice Amount [BillingActivity.Invoice.DiscountDetails.Taxable.TaxExempt.TotalAmount]

Invoice Fee Details

Variable name Data content/source Format Variable syntax
Amount Fee amount from the fee details on an invoice Amount [BillingActivity.Invoice.FeeDetails.Amount]
Bill for Client ID Bill for client ID from the fee details on an invoice Text [BillingActivity.Invoice.FeeDetails.BillforClientID]
Bill for Client Name Bill for client name the fee details on an invoice Text [BillingActivity.Invoice.FeeDetails.BillforClientName]
Date Date from the fee details on an invoice Date [BillingActivity.Invoice.FeeDetails.Date]
Description Description from the fee details on an invoice Text [BillingActivity.Invoice.FeeDetails.Description]
Fee Description Fee Description from the fee details on an invoice Text [BillingActivity.Invoice.FeeDetails.FeeDescription]
Print Order Print order from the fee details on an invoice Number [BillingActivity.Invoice.FeeDetails.PrintOrder]
Quantity Quantity from the fee details on an invoice Number [BillingActivity.Invoice.FeeDetails.Quantity]
Total Amount Total amount from the fee details on an invoice Amount [BillingActivity.Invoice.FeeDetails.TotalAmount]
Total Quantity Total quantity from the fee details on an invoice Amount [BillingActivity.Invoice.FeeDetails.TotalQuantity]
Non Taxable Amount Fee amount designated from the non-taxable fee details on an invoice Amount [BillingActivity.Invoice.FeeDetails.NonTaxable.Amount]
Bill for Client ID Bill for client ID designated from the non-taxable fee details on an invoice Text [BillingActivity.Invoice.FeeDetails.NonTaxable.BillforClientID]
Bill for Client Name Bill for client name designated from the non-taxable fee details on an invoice Text [BillingActivity.Invoice.FeeDetails.NonTaxable.BillforClientName]
Date Date from the non-taxable fee details on an invoice Date [BillingActivity.Invoice.FeeDetails.NonTaxable.Date]
Description Description from the non-taxable fee details on an invoice Text [BillingActivity.Invoice.FeeDetails.NonTaxable.Description]
Quantity Quantity from the non-taxable fee details on an invoice Number [BillingActivity.Invoice.FeeDetails.NonTaxable.Quantity]
Total Amount Total amount from the non-taxable fee details on an invoice Amount [BillingActivity.Invoice.FeeDetails.NonTaxable.TotalAmount]
Total Quantity Total quantity from the non-taxable fee details on an invoice Number [BillingActivity.Invoice.FeeDetails.NonTaxable.TotalQuantity]
Taxable Amount Fee amount designated from the taxable fee details on an invoice Amount [BillingActivity.Invoice.FeeDetails.Taxable.Amount]
Bill for Client ID Bill for client ID designated from the taxable fee details on an invoice Text [BillingActivity.Invoice.FeeDetails.Taxable.BillforClientID]
Bill for Client Name Bill for client name designated from the taxable fee details on an invoice Text [BillingActivity.Invoice.FeeDetails.Taxable.BillforClientName]
Date Date from the taxable fee details on an invoice Date [BillingActivity.Invoice.FeeDetails.Taxable.Date]
Description Description from the taxable fee details on an invoice Text [BillingActivity.Invoice.FeeDetails.Taxable.Description]
Quantity Quantity from the taxable fee details on an invoice Number [BillingActivity.Invoice.FeeDetails.Taxable.Quantity]
Total Amount Total amount from the taxable fee details on an invoice Amount [BillingActivity.Invoice.FeeDetails.Taxable.TotalAmount]
Total Quantity Total quantity from the taxable fee details on an invoice Number [BillingActivity.Invoice.FeeDetails.Taxable.TotalQuantity]
Tax Exempt Amount Fee amount designated from the tax exempt fee details on an invoice Amount [BillingActivity.Invoice.FeeDetails.Taxable.TaxExempt.Amount]
Bill for Client ID Bill for client ID designated from the tax exempt fee details on an invoice Text [BillingActivity.Invoice.FeeDetails.Taxable.TaxExempt.BillforClientID]
Bill for Client Name Bill for client name designated from the tax exempt fee details on an invoice Text [BillingActivity.Invoice.FeeDetails.Taxable.TaxExempt.BillforClientName]
Date Date from the tax exempt fee details on an invoice Date [BillingActivity.Invoice.FeeDetails.Taxable.TaxExempt.Date]
Description Description from the tax exempt fee details on an invoice Text [BillingActivity.Invoice.FeeDetails.Taxable.TaxExempt.Description]
Quantity Quantity from the tax exempt fee details on an invoice Number [BillingActivity.Invoice.FeeDetails.Taxable.TaxExempt.Quantity]
Total Amount Total amount from the tax exempt fee details on an invoice Amount [BillingActivity.Invoice.FeeDetails.Taxable.TaxExempt.TotalAmount]
Total Quantity Total quantity from the tax exempt fee details on an invoice Number [BillingActivity.Invoice.FeeDetails.Taxable.TaxExempt.TotalQuantity]

Invoice Payment Details

Variable name Data content/source Format Variable syntax
Amount Amount of a payment for an invoice Amount [BillingActivity.Invoice.PaymentDetails.Amount]
Date Date of a payment for an invoice Date [BillingActivity.Invoice.PaymentDetails.Date]
Method Method of a payment for an invoice Text [BillingActivity.Invoice.PaymentDetails.Method]
Reference Reference number of a payment for an invoice Text [BillingActivity.Invoice.PaymentDetails.Reference]

Invoice Sales Tax Details

Variable name Data content/source Format Variable syntax
Amount Amount of sales tax for an invoice Amount [BillingActivity.Invoice.SalesTaxDetails.Amount]
Bill for Client ID Bill for client ID of the sales tax detail for an invoice Text [BillingActivity.Invoice.SalesTaxDetails.BillforClientID]
Bill for Client Name Bill for client name on the sales tax detail for an invoice Text [BillingActivity.Invoice.SalesTaxDetails.BillforClientName]
Description Description of the sales tax detail for an invoice Text [BillingActivity.Invoice.SalesTaxDetails.Description]
Total Amount Total amount of the sales tax detail for an invoice Amount [BillingActivity.Invoice.SalesTaxDetails.TotalAmount]

Transaction

Variable name Data content/source Format Variable syntax
Bill for Client ID Bill for client ID for the transaction Text [BillingActivity.Transaction.BillforClientID]
Bill for Client Name Bill for client name for the transaction Text [BillingActivity.Transaction.BillforClientName]
Gross Amount Gross amount for the transaction Amount [BillingActivity.Transaction.GrossAmount]
Net Amount Net Amount for the transaction Amount [BillingActivity.Transaction.NetAmount]

Transaction Delivery Details

Variable name Data content/source Format Variable syntax
Amount Amount for the transaction delivery details Amount [BillingActivity.Transaction.DeliveryDetails.Amount]
Bill for Client ID Bill for client ID for the transaction delivery details Text [BillingActivity.Transaction.DeliveryDetails.BillforClientID]
Bill for Client Name Bill for client name for the transaction delivery details Text [BillingActivity.Transaction.DeliveryDetails.BillforClientName]
Description Description for the transaction delivery details Text [BillingActivity.Transaction.DeliveryDetails.Description]
Total Amount Total amount for the transaction delivery details Amount [BillingActivity.Transaction.DeliveryDetails.TotalAmount]

Transaction Discount Details

Variable name Data content/source Format Variable syntax
Amount Amount for the transaction discount details Amount [BillingActivity.Transaction.DiscountDetails.Amount]
Bill for Client ID Bill for client ID for the transaction discount details Text [BillingActivity.Transaction.DiscountDetails.BillforClientID]
Bill for Client Name Bill for client name for the transaction discount details Text [BillingActivity.Transaction.DiscountDetails.BillforClientName]
Description Description for the transaction discount details Text [BillingActivity.Transaction.DiscountDetails.Description]
Total Amount Total amount for the transaction discount details Amount [BillingActivity.Transaction.DiscountDetails.TotalAmount]

Transaction Fee Details

Variable name Data content/source Format Variable syntax
Amount Amount for the transaction fee details Amount [BillingActivity.Transaction.FeeDetails.Amount]
Bill for Client ID Bill for client ID for the transaction fee details Text [BillingActivity.Transaction.FeeDetails.BillforClientID]
Bill for Client Name Bill for client name for the transaction fee details Text [BillingActivity.Transaction.FeeDetails.BillforClientName]
Date Date for the transaction fee details Date [BillingActivity.Transaction.FeeDetails.Date]
Description Description for the transaction fee details Text [BillingActivity.Transaction.FeeDetails.Description]
Fee Description Fee Description for the transaction fee details Text [BillingActivity.Transaction.FeeDetails.FeeDescription]
Quantity Quantity for the transaction fee details Number [BillingActivity.Transaction.FeeDetails.Quantity]
Total Amount Total amount for the transaction fee details Amount [BillingActivity.Transaction.FeeDetails.TotalAmount]
Total Quantity Total quantity for the transaction fee details Number [BillingActivity.Transaction.FeeDetails.TotalQuantity]

Transaction Sales Tax Details

Variable name Data content/source Format Variable syntax
Amount Amount for the transaction sales tax details Amount [BillingActivity.Transaction.SalesTaxDetails.Amount]
Bill for Client ID Bill for client ID for the transaction sales tax details Text [BillingActivity.Transaction.SalesTaxDetails.BillforClientID]
Bill for Client Name Bill for client name for the transaction sales tax details Text [BillingActivity.Transaction.SalesTaxDetails.BillforClientName]
Description Description for the transaction sales tax details Text [BillingActivity.Transaction.SalesTaxDetails.Description]
Total Amount Total amount for the transaction sales tax details Amount [BillingActivity.Transaction.SalesTaxDetails.TotalAmount]

See also: Report Designer: Procedures

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