On the Reports tab, clients, have access to Cost Details and Invoices. These reports, which you can export as .csv files, are made up of rows of individual phases. The invoice also includes a summarized PDF version of the CSV.
Cost Details Report
The purpose of the Cost Details report is to give both the vendor and the LSP an estimate of costs for a project within a specific time period.
This report shows accurate costs for phases billed based on word count and also provides quotes for hourly costs.
Cost reports can return phases that are completed or in progress in the TMS.
All phases that belong to targets that have at least completed the Leverage TM phase may be included in the Cost report.
The Cost report only returns phases that are assigned to the vendor running the cost report.
Invoices
Invoice reports are meant to give clients and vendors accurate cost information on invoiceable work so the LSP can invoice the client.
Phases must be invoiceable to be included in the Invoice report.
Create Reports
To create a report,
Log into the Lingotek Vendor app.
On the left, select the Reports tab and make sure Invoice Reports is highlighted in the sidebar.
On the right, click the + icon.
Cost Details Report
Date Range - Limited to two months.
Complete the dialog. Select a date range and apply filters as desired.
When you are ready, click Create.
A new report will display on the reports list. On the far right, hover over the report Amount (displayed on the far right) to display the More icon.
Click the More icon and select Download.
The report will be added to your browser’s Downloads folder.
Invoice Reports
Clients cannot create invoices, but they can download invoices their LSPs have run. Simply select the More icon at the end of the row and select Download.
Filters
Cost and Invoice reports can be filtered by projects, metadata, and language pairs.
You must select a vendor before using the project filter. You can filter by several projects that have at least one phase assigned to your vendor organization.
You can filter on several metadata fields, however, targets will only be returned if they match all metadata listed in the filter.
Filter on as many language pairs as desired, any target that matches any of the language pairs will be returned.
Find Reports
Use the search box in the upper right corner to search by any of the following criteria:
Report #
Type
Vendor
Date
Amount
Notes on Exported Reports
Each row in the exported invoice report represents a phase.
Each row in the exported linguist report represents a unique combination of a phase and linguist. (If three linguists worked on one phase, then three rows will be represented for that phase).
Only phases that are marked as billable in the Workflow will ever appear in any of the reports in Vendor.
Only billable phases that have been marked as invoiceable will ever appear in an Invoice.
The cost columns in the report are displayed to the 4th decimal place since we allow users to set their rates to the 4th decimal place (for percentage-based rates this is 6 decimals). It is necessary for the rates to go out to the 4th decimal place to get the most accurate costs.