The ProPay Status Report in Protiv helps you track the progress of your ProPays, from pending to closed. 👀
The ProPay Status Report is your project tracker within Protiv. It gives you a snapshot of where each ProPay stands, so you can easily see which jobs are in progress, which are complete, and which need your attention.
What's in the Report? 📄
The ProPay Status Report includes the following information:
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Worker Name: The name of the employee assigned to the ProPay. 👷♀️
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ProPay: The name or ID of the ProPay. 🆔
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Job: The name of the job associated with the ProPay. 💼
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Hours: The number of hours worked on the ProPay so far. ⏰
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Bonus: The amount of the bonus earned (if any). 💰
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Status: The current status of the ProPay:
- Pending: The ProPay has been created but not yet started. 💤
- Started: Work has begun on the ProPay. 🏃
- Complete: The work is finished, but the ProPay hasn't been approved yet. ✅
- Approved: The ProPay has been approved and is ready for payment. 👍
- Closed: The ProPay has been paid out and is complete. 🚪
- Canceled: The ProPay has been canceled and will not be paid out. ❌
How to Use the Report 🤓
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Go to the Reports Page: Click on the "Reports" tab in the left-hand navigation pane of your Protiv dashboard. 📊
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Select "ProPay Status Report": Choose this report from the dropdown menu.
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Filter by Status (Optional): If you want to see ProPays with a specific status, use the filter options.
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Review the Data: Scan the report to see the status of each ProPay and identify any that need your attention.
Pro Tip: Use the ProPay Status Report to keep your projects on track. If you see a ProPay stuck in "Pending" or "Started" status for too long, it might be time to check in with the team and see what's holding things up. 🕵️♀️