How do I use the YTD Billing Breakdown report?

The YTD Billing Breakdown report lets you generate a single, consolidated export of your year-to-date invoiced costs across Remote products. Instead of downloading and combining multiple invoice reports by hand, you can export everything you need in one file from the Reports tab in the Reporting and Analytics section.

This report is available to all customers, across all products.

What this article covers

• What data is included in the report
• What filters are available
• What information is included in the export

What data is included in the report?

The report includes all invoiced billing items issued to your company during the selected period, regardless of payment status.

A billing breakdown includes:

• Everything in the itemized invoice reports
• Remote's native cost center
• External employee IDs
• Any custom field set up on a team member's profile

What filters are available?

The report supports several filters, and you can combine any of them:

• Invoice period: a from and to value in YYYY-MM format, inclusive
• Product: one or more products, such as EOR pre-funding, EOR reconciliation, Global Payroll, PEO management fees, contractor subscription, and monthly package subscriptions
• Billed-to legal entity: one or more entities
• Country
• Cost type
• Billing type: actual, pre-funding, correction, or reversal of pre-funding
• Amount range: a minimum and a maximum value
• Free-text search: across name, description, and cost type

On export, the data is split by currency. Companies with multiple entities receive a separate file for each currency rather than a single converted file.

What information is included in the export?

Every export includes these standard columns:

• Billed entity name (the legal entity invoiced)
• Invoice number
• Invoice period (YYYY-MM)
• Billing type (actual, pre-funding, correction, or reversal of pre-funding) E.T.C

Your export also includes dynamic columns based on your company's configuration:

• One column for each cost center (up to 12 per company)
• One column for each custom field defined on the employment profile

Invoice issue date and invoice status are not currently included.

What if my company has multiple legal entities?

Your export is consolidated by currency. If your entities use different billing currencies, you receive a separate export for each currency.

For example, if you have a legal entity in the United States billed in USD and a legal entity in Singapore billed in SGD, you receive two separate YTD Billing Breakdown reports.

Can I export more than 12 months of data?

Not currently. The report caps exports at a 12-month rolling window, so the span between your selected from and to invoice periods cannot exceed 12 months.

To retrieve older data, generate additional exports that cover earlier periods.