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Service Item report

Forum|Forum|7 years ago
February 22, 2019
2 replies
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As a construction company, we must track our time with each service item, for worker's compensation purposes. For example, if some of our guys work part of a day doing excavation, then the other part of the day doing concrete, these are two different service items. I cannot seem to find a report that show the service items, along with the hours applied to each and the pay that each employee received from these hours.

Thank you.

MN

QuickBooks Desktop

Best answer by qbteachmt

This takes some setup and use of Functions: "For example, if some of our guys work part of a day doing excavation, then the other part of the day doing concrete, these are two different service items."

You start with Time Entries = the single activity or weekly view for Timesheets. You set the Preferences to Job Track Per Earnings Item, so that you can Reiterate the Pay item, Job tracking that task. You also set the Employee Default to Pay From Time Data, so that you see the two columns next to each other. For any one task line, you see Payroll item and Service item available, such as:

Service item Excavation, payroll item Hourly Rate, Smith project, 3 hours, Billable (as a direct time and costs project)

Service item Concrete, payroll item Hourly Rate, Jone project, 2 hours, Not Billable (as a Fixed Bid contract job)

And Paychecks get that data from the timesheet details, which is the Purchase event, and now you have Cost data.

"I cannot seem to find a report that show the service items, along with the hours applied to each"

That offers you Timesheet reporting, such as Time by Name by Job by Item, or Time by Item Summary or Time by Item by Job, or Time by Item by Name by Job (there are a lot of permutations).

"and the pay that each employee received from these hours."

Until that paydate, you can run the Excel report that projects Job Costs based on the payroll item and employee setup.

Please see my attachment and follow the Like Colors.

qbteachmtAnswer

This takes some setup and use of Functions: "For example, if some of our guys work part of a day doing excavation, then the other part of the day doing concrete, these are two different service items."

You start with Time Entries = the single activity or weekly view for Timesheets. You set the Preferences to Job Track Per Earnings Item, so that you can Reiterate the Pay item, Job tracking that task. You also set the Employee Default to Pay From Time Data, so that you see the two columns next to each other. For any one task line, you see Payroll item and Service item available, such as:

Service item Excavation, payroll item Hourly Rate, Smith project, 3 hours, Billable (as a direct time and costs project)

Service item Concrete, payroll item Hourly Rate, Jone project, 2 hours, Not Billable (as a Fixed Bid contract job)

And Paychecks get that data from the timesheet details, which is the Purchase event, and now you have Cost data.

"I cannot seem to find a report that show the service items, along with the hours applied to each"

That offers you Timesheet reporting, such as Time by Name by Job by Item, or Time by Item Summary or Time by Item by Job, or Time by Item by Name by Job (there are a lot of permutations).

"and the pay that each employee received from these hours."

Until that paydate, you can run the Excel report that projects Job Costs based on the payroll item and employee setup.

Please see my attachment and follow the Like Colors.

qbteachmt

The cost projection report is attached.

qbteachmt

Attached is timesheet example.

C

CCLCHALL

MaryLouNewell

Were you able to resolve your issue? I am pretty sure I am having the same issue. My work comp charges different rates for the different services that we provide, and it is based off the amount paid in payroll.

I am looking for a report to show each of the services that provided in a given year and how much payroll was paid out on each given item. So far the only report that I have been able to come up with is a report that shows total hours worked under each service or total hours worked by each employee (the hours by employee doesn't give a total for hours under each service item).

M

MadelynC

I’m glad to see you on this thread, @CCLCHALL.

As mentioned by the Community backer qbteachmt, you can run Timesheets reports to view your service items along with the hours applied to each. You can also check the other reports they’ve mentioned to learn more.

Here are the steps to generate Time reports:

Go to the Reports menu, then Report Center.
Locate Jobs, Time & Mileage in the left vertical pane and click on it.
Scroll down to the Time heading to see these four reports. They are:
- Time by Job Summary (tells you how much time your company spent on each job, broken down by services provided)
- Time by Job Detail (shows you the same thing, but includes employee name and billing status)
- Time by Name (lists employees and the hours they spent on each job)
- Time by Item (tells you how much time your company has spent on each service type, broken down by job)

You can read these resources to learn more about time tracking features in QuickBooks Desktop and how to include timesheet data on your paychecks:

If you have any other questions or concerns about reports, please let us know. We’re always here to assist you further. Take care!

C

CCLCHALL

Thank you for your response.

However this report doesn't show the info that I need to provide to my work comp carrier. This report that you have stated will show the time spent based on a given job and will show the billable hours that would be sent to the customer.

We are looking for a report that will take the information and data provided in the report that you mentioned, factor in the employees hourly pay and show the amount we as a business spent in payroll. I am looking for a report such as this that can be grouped together by the type of service provided.

For an example:

We are a lawn and landscape company. For workers comp insurance, our carrier charges x amount of dollars per $100 in payroll for basic lawn service (mow trim blow etc) and they charge y amount of dollars per $100 in payroll for landscaping and pressure washing ("y" is a higher rate, more than double "x").

With our tsheets/ QBTime time tracking app, our employees can clock in under these particular service items.

Long story short, this info is synced to our intuit software and you can view the amount of hours an employee had on a given day and what service he provided that day. We also use QB payroll, so the employees' hourly rate is also in our software.

We will use $200,000 in payroll for this example.

Of this $200,000 for the year of 2021, I need a report to show how much of this payroll was paid out for basic lawn service, how much was paid out for landscaping, and how much was paid out in the multiple other services that we offer. This info would then be provided to our insurance agent so the know how to correctly charge us for work comp. Most of our hours are for basic lawn service which is a lower rate. If we can't show them the seperation of hours, then they will charge us the higher rate for all of services which my agent informed me would take our work comp from $5k per year to $12k.

I NEED THIS REPORT TO SAVE ME $7K PER YEAR...SOMEONE HELP!!!!!

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