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| Scripting - Writing a Script that Allows for Dollar Amounts to be Filtered and Totaled in Summary Reports | ||||||
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| Is there a way to make the Summary Report show and total cash advances (amounts)? | ||||||
| Answer | ||||||
| Yes there is a way. With clock prompts and a script we can have this done. What we want is to create a Labor Code clock prompt and have the prompt trigger via a script when the category 'Advance' is used when creating the 'Dollars Only' punch. Then we can run a Summary Report and filter it by what the Labor Code prompt generates. We will in our example use a Labor Code Prompt (x) and a category which in our example will be "Advance". Be advised with these settings it will only work on the site and not at the TimeClock. 1. We will first create our category 'Advance'. So in Accountant Menu > Miscellaneous Settings > under 'ExtraCategories' add 'Advance' (without the quotes). This will generate the 'Advance' category in the 'Record Type:' when editing a punch. For more information on 'ExtraCategories' please read the text that is found in that section of Miscellaneous Settings. 2. Now we will enable our Labor Code prompt 'x' by going to Accountant Menu > Clock Prompts then select the client name link. Next select the 'Labor Code Prompt X' link. The only settings we will be changing is the 'Data Collection Mode:' to 'Show online, but do not collect anything'. This sets it so it is available from the edit punch screen but does not prompt the employee at the TimeClock. Next change 'What do you want to name this field?' to what you want the column to be named on the employee time card. 3. Next we create our script by going to Accountant Menu > Custom Processing / Rounding Rules then click the link under 'PROC. RULES'. We then enter the below script: if (category = "Advance") { x = "Yes"; i = x; } What this script means is if 'Advance' is used as a category generate the 'x' prompt column on the time card we named 'Advance' and enter 'Yes' in the column for that punch. Just know the 'Yes' and 'Advance' are only examples and can be changed to other words as long as the script and category reflect the differences for the script to work. 4. Now all we do is run the Summary Report (Reports > Summary Report) select our dates and other options we want to choose then at the 'Sorting and Filtering' section in the drop down 'Filter By:' select 'Filter by X/Advance' and in the box it generates enter what our 'x' prompt generates based on our script (x = "Yes";) which is 'Yes' (without the quotes) then click the 'Run Report' button. | ||||||
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