Tip! If your agency uses Oncore's funding, this report can be run to view all invoices raised within a specified period. It shows granular information about the margin associated with the invoice as well as whether payment has been received and what date. You can establish through this report, when you can expect to receive your margin payments or reconciliation of margin payments.

Navigate to [https://ecm.oncoreservices.com](https://ecm.oncoreservices.com/pages/ApproverSummary.aspx)

Enter your "User Name" and "Password" into the applicable fields and click "Login".

Select the time period paremeters for the report by clicking on the calendar icon next to "Invoices From" and "Invoices To".

Once you have selected the period, the report will capture all invoices **raised** between the dates entered.

The report can be filtered by "Debtors" or you can run the report for "All Debtors".

These are your clients.

All Debtors
2019 Consulting Pty Ltd
Client Co Pty Ltd
Davidson
Delete Me
Global Industries Ltd
Lafah Me
Maestro Recruitment
National Bank Pty Ltd
Nullable Value
Pablo Photo Shop
Pablo Recruitment Pty Ltd
Picasso Solutions
Test Inc
Ubuntu Consulting
Vandelay Industries

If you want to run the report specifically to view margins and invoices at a particular client, click in the "For Debtor" drop down field and select the relevant client.

Tip! When the report runs, it provides invoice number and contractor name information. However, it doesn't provide the client name. The report in full is great to see outstanding or paid invoices, but can be better run by "Debtor" to get an outstanding invoice or granular margin audit per client.

You can run the "Agency Margin" report in three different formats; PDF, Excel (Formatted) and Excel (Unformatted).

Tip! Excel (Unformatted) is a great option if you want to manipulate the data; but PDF or Excel (Formatted) gives you clear and formatted information relating to margins.

Click the relevant button to export in your desired format.

The report in your preferred format will automatically download and save to your "Downloads" folder. You can access this from here.

An example of the Excel (Formatted) report is below.

You can clearly see the columns of information and breakdown, as well as cumulative totals at the end of the report.

In this example report, it has been run specifically for "Debtor" Lafah Me.

Oncoreservices

This guide provides step-by-step instructions on how to generate an Agency Margin report. This report report allows agencies who use Oncore's funding to view detailed information about invoices, margin payments, and invoice paid dates. The report can be filtered and exported in a number of formats.

Agency Reporting - Agency Margin Report