Report shows The Cross-Billing Report Tab highlights claims that are charged to a different job group other than the employee's own.There are only two clickable buttons in this reportdifferent from the employee’s own, providing insight into cross-departmental expense allocations.
Importance of the Cross-Billing Report Tab
Expense Transparency: Ensures clear visibility into cross-departmental financial transactions.
Budget Accountability: Helps departments track charges allocated to their job groups, fostering financial accountability.
Streamlined Reporting: Enables Finance teams to easily identify and reconcile cross-billing claims.
Key Features
Identify Cross-Billing Transactions:
Lists claims charged to job groups different from the employee’s default job group.
Two Clickable Actions:
Generate Cross-Billing Report:
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Creates a detailed report
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of approved claims
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charged
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across different job
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groups.
Export Cross-Billing Report:
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Allows users to download the report
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in Excel format for further analysis and documentation.
Example Use Case
A Finance team generates the Cross-Billing Report to review claims charged to other departments. For example, an employee from the Marketing department incurs expenses during a project handled by the Operations team. The report helps ensure accurate allocation and billing between the departments.
The report is exported and shared with department heads for validation and approval.
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Generated Cross-Billing Report
The report includes:
Employee Name and Code.
Cost Center (Company) and Job Group details.
GL Codes and Names.
Total Claim Amounts.
Billing Cost Center and Engagement Names.
This data enables a detailed review of all cross-billing activities, ensuring transparency and accurate allocation.
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Exported Cross-Billing Report
Offers a downloadable Excel format for:
Easy sharing across departments.
Streamlined financial reconciliation.
Detailed analysis of cross-billing trends.
The Cross-Billing Report Tab is a vital tool for Finance teams to ensure financial accuracy and accountability in cross-departmental billing scenarios.