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The Time and Fees Reports section offers a comprehensive breakdown of your practice's profitability and productivity across different categories, including time, expenses, invoices, and user-specific metrics.
Time:
The Time Report includes:
Client
Job ID
Task
User
Hours
Amount (GBP)
Cost (GBP)
Profit (GBP)
The Report can be customised based on the filters provided, which include:
Hours (All, Billable and Non Billable)
Group by (Client, Job, Task, User, Date)
Filters (Clients, Tasks, Users, Jobs)
Period (This Week, Last Week, This Month, Last Month, This Quarter, Last Quarter, This Year, Last Year and Custom)
Expenses:
The Expenses Report includes:
Client
ID
Task
Type
User
Amount (GBP)
The Report can be customised based on the filters provided, which include:
Expenses (All, Billable and Non Billable)
Group by (Client, Task, Expense Type, User, Date)
Filters (Clients, Tasks, Users, Expense Type)
Period (This Week, Last Week, This Month, Last Month, This Quarter, Last Quarter, This Year, Last Year and Custom)
Invoices:
The Invoices Report includes:
ID
Client
Date
Status
Last Paid On
Invoiced (GBP)
Paid (GBP)
Balance (GBP)
The Report can be customised based on the filters provided, which include:
Filters (Clients, Status)
Period (This Week, Last Week, This Month, Last Month, This Quarter, Last Quarter, This Year, Last Year and Custom)
Users:
The Users Report includes:
User
Total Hours
Amount (GBP)
Cost (GBP)
Profit (GBP)
The Report can be customised based on the filters provided, which include:
User (Contractors, Employees)
Period (This Week, Last Week, This Month, Last Month, This Quarter, Last Quarter, This Year, Last Year and Custom)
All Reports can be exported to Excel, CSV or PDF.
If you encounter any issues or require further assistance, don't hesitate to reach out to your Onboarding Manager.