Accounts Payable Report
Bullhorn Support is able to assist with navigating sample reports, but they are unable to build customizations on reports for you. If you need customizations, you will need a Business Intelligence specialist who is familiar with writing database queries.
The Accounts Payable report displays information about payments earned by candidates. The PaybatchExportID is required to generate the report.
Running the Report
-
From your Bullhorn ATS Menu, select Canvas.
-
Select Run beside the Accounts Payable Report.
-
Enter one or more PaybatchExportID numbers one at a time.
-
Click Insert after each number.
-
Click Ok to run the report.
The following fields are available on this report.
| Data item in report | Definition |
|---|---|
| Invoice ID | Numerical value made from combining Placement ID, Payable Charge ID, Hours worked, Rate Type, and Pay rate |
| Currency | Currency of payable charge |
| Vendor ID | Found in placement field maps, but vary in use depending on client |
| Contractor ID | Candidate ID |
| Period End Date | Period end date of related payable charge |
| Purchase Amount | Hours Worked * Pay Rate |
| Payment Terms | From Work Week Start field on company |
| From Date | Date report is run |
| Contractor Name | Candidate Name |
| Payable Charge ID | ID of payable charge |
| Rate Type | Rate Type |
| Hours Worked | Number of hours worked by candidate |
| Pay Rate | Rate of pay |
| Placement ID | Placement ID |
Exporting to Excel
Depending on the amount of data, it may be easier to view the report via Excel. Follow these steps to export your report to Excel:
-
From the HTML drop down button in the top right corner, click View in Excel Options > View in Excel 2007 Format.
The Excel format you choose can be based on personal preference. We recommend using View in Excel 2007 Format to maintain the same format that you see in Bullhorn Reporting (Canvas) and/or if you plan to use standard Excel functions (pivot, sort, etc).
-
The request will process and a pop up stating "Your report is ready and will download to your Web browser in a few moments" will appear.
-
When prompted, Save the report to your computer.
Once the report is exported to Excel, you can utilize standard Excel functions to filter, sort and pivot the data.