Embedded Files
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Fusion Analysis Reports (May require Fusion permissions)
Fusion Report Writer Report (May require access or permissions)
Report Name
Link or Location
Description
Notes\Help
Accounts Payable Aging
Karmak Fusion->Accounting->
Analysis Reports
APM60680 A brief or detailed aging of all open A/P invoices.
FRW AP Positive pay check register for delivery to Zions Bank.
May Require Permissions **Contact Help Desk**
Accounts Payable Purchases Summary
Karmak Fusion->Accounting->
Analysis Reports
APM60700 A summary of purchases by accounts payable vendor for a specified time period. The totals on this report are based on the invoice amount in A/P Invoice Entry.
Accounts Payable Vendor Payment Summary
Karmak Fusion->Accounting->
Analysis Reports
APM60750 A summary of payments made to accounts payable vendors during a specified posting period range. The totals on this report are based on the balance, discount, and invoice amounts in A/P Invoice Entry.
Accounts Receivable Aging
Karmak Fusion->Accounting->
Analysis Reports
ARM40680 Shows all open A/R invoices and unapplied amounts by customer. The invoices will be aged based on the Date Type and End Date parameters.
FRW Past Due Daily. Daily snapshot of AR past due with Total Amount Due, and breakout of 30, 60, 90, 120 days.
May Require Permissions **Contact Help Desk**
FRW AR Summaries by Branch/Territory. AR summaries by Collector (Territory) and an AR Summary by Branch
May Require Permissions **Contact Help Desk**
Produces a monthly TB file suitable for uploading into Adaptive Workday reporting.
SSRS Report PACCAR parts PO's with parts received but no invoice entered.
SSRS AR uncollected cash sales by branch for the last x days.
Balance Sheet
Karmak Fusion->Accounting->
Analysis Reports
GLM60800 A balance sheet for your company based on report parameter selections. **See 'HELP' for additional information regarding formatting of this report**
Brief Balance Sheet
Karmak Fusion->Accounting->
Analysis Reports
GLM60850 a brief balance sheet for your company based on report parameter selections.
Brief Income Statement
Karmak Fusion->Accounting->
Analysis Reports
GLM60950 A brief income statement for your company based on report parameter selections.
SSRS Basic income statement information in a format KWS is use to.
Customer Credit Limit Excess
Karmak Fusion->Accounting->
Analysis Reports
ARM20100 A list of customers who are exceeding their credit limit. This report is traditionally run for only customers that are currently associated with an open work order in one of the branches, but can be run without checking on open orders to print any customers that are near or over their credit limit.
Customer Sales Analysis
Karmak Fusion->Accounting->
Analysis Reports
ARM45000 A simple sales analysis by customer. The report provides a summary, by module, of what a customer spent during a specified date range.
FRW Customer Scorecard detailing customer information, 13 month sales History, Accounts Receivable Aging, Sales by Invoice Type and Monthly Sales Trend.
SSRS Summary and detail information about expense accounts.
Daily Operating Control (DOC)
Karmak Fusion->Accounting->
Analysis Reports
ARM80960 Used to view the DOC (Daily Operating Control) dollars for a branch or branches and department or departments that you determine. The report provides daily, month-to-date, and year-to-date dollar amounts for revenue, costs, and margin. **See 'HELP' for additional information on running this report on demand**
Environmental Handling Charges Billed
Karmak Fusion->Accounting->
Analysis Reports
ARM60600 Dollars billed by specific environmental handling charges with details of each charge billed. The report includes only those charges that exist on an invoice as the charge has not actually occurred until the invoice is generated.
Fixed Asset Master Listing
Karmak Fusion->Accounting->
Analysis Reports
FAD61501 A listing of the fixed assets on your system.
Fixed Asset Gain/Loss on Disposal
Karmak Fusion->Accounting->
Analysis Reports
FAD61700 Review the profitability of disposed assets.
Shows when accounting periods were closed, and/or reopened by module.
General Ledger Trial Balance
Karmak Fusion->Accounting->
Analysis Reports
GLM80200 The General Ledger Trial Balance. The report is grouped by the seven main accounting categories and lists the G/L account numbers within each category, as well as the month-to-date and year-to-date totals.
General Ledger Journal Entry for Non-billable Labor
Karmak Fusion->Accounting->
Analysis Reports
PSS60600 Analyzes non-billed labor, including how it posted to the general ledger on the business system.
SSRS General ledger information at detail (individual transactions) or summary (monthly totals) level.
Income Statement
Karmak Fusion->Accounting->
Analysis Reports
GLM60900 Provides an income statement for your company based on report parameter selections. **See 'HELP' for additional information regarding report formatting**
FRW The Comparative Income Statement report provides a view of revenues and expenses for multiple time periods, allowing you to compare profit and loss trends from month to month.
SSRS Basic income statement for branch/department/accounting period. Includes account level MTD, YTD, budget data including previous year amounts.
Invoice Register
Karmak Fusion->Accounting->
Analysis Reports
ARM63300 Provides a simple invoice register.
Miscellaneous P/O Reconciliation
Karmak Fusion->Accounting->
Analysis Reports
MPO60700 Allows you to reconcile miscellaneous purchase orders on the system to the accounts payable information.
SSRS Income statement format for a range of months.
Notes Payable Listing
Karmak Fusion->Accounting->
Analysis Reports
NPM61000 A basic listing of notes payable.
Over-Estimated Credit Reserve
Karmak Fusion->Accounting->
Analysis Reports
ARM20150 A list of invoices that were either under the credit reserves set for them at the header or task level, or were at a percentage greater than the credit reserves set for them. The report allows you to see if the Credit Reserve feature is being used properly.
Posting Reference Reconciliation
Karmak Fusion->Accounting->
Analysis Reports
APM66000 Used to reconcile Posting Reference information to Accounts Payable information.
Revenue Lost from Non-Billed Time
Karmak Fusion->Accounting->
Analysis Reports
SVM60200 Cost incurred by technicians working on non-billable repair types in a date/time range.
Sales Tax Charged
Karmak Fusion->Accounting->
Analysis Reports
ARM40485 Provides a summary, by tax body, of taxes charged during a specific date range period.
Sales Tax Detail by Invoice
Karmak Fusion->Accounting->
Analysis Reports
ARM40475 Provides a detailed audit of sales tax charged on invoices generated within the Karmak business system. Each invoice record displays the taxes applied to each line item on the invoice that was subject to tax. The report does not include truck sales.
Sales Management Sales Tax Charged
Karmak Fusion->Accounting->
Analysis Reports
ARM40450 Provides a summary, by tax body, of taxes charged on a deal packets during a specific date range period.
Salesperson Commission Detail
Karmak Fusion->Accounting->
Analysis Reports
ARM44100 Salesperson commission detail for parts and service invoices. Zero dollar commission records will be excluded from the report.
SSRS Sometimes Fusion TB summary table does not match sum of GL detail records. This report shows differences.
Technician Accrued Wages
Karmak Fusion->Accounting->
Analysis Reports
SVM60950 Accrued wages for a specific department or all departments.
SSRS Shows unapplied payments by branch and date range.
SSRS Write down percent and amount for used trucks based on acquisition date.
SSRS Vibe: Vibe Historical Customer Basic Information Report (Customer ID, Address, Credit Limit, Last Invoice).
SSRS Vibe: Vibe Historical Customer Transactional lookups with Document PDFs.
SSRS Vibe: Vibe Historical Customer collection notes.
SSRS Vibe: Vibe Historical Customer payment information.
SSRS Vibe: Vibe GL Historical Data by Account by Date - Detail
SSRS Vibe: Vibe GL Historical Data by Account by Date - Simplified
SSRS Vibe: Vibe Historical Income Statements.
SSRS Vibe: Checks in a range in a format for VISA upload.
SSRS Vibe: Exports checks for Zion check security process.
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