Billing Worksheet report

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The Billing Worksheet report is designed to allow billers to make informed billing decisions. The report provides comprehensive billing information yet is flexible enough to let you choose only the information you need.

To view and print the Billing Worksheet report, do one of the following:

Important security note

Selection tab

WIP detail: Enables you to limit WIP to a specific date range. WIP dated prior to the specified WIP detail range is included in a balance forward row, and WIP dated within the range is shown in detail.

Billed detail: Enables you to include billed entries within a specific date range.

Layout tab

You can group items on this report using the same groupings as for billing (engagement, staff, activity, type, and so on). The Time & Expense Entry section of the report (the Detail) can be grouped by up to three levels.

In addition to the standard report layout options, you can mark the following checkboxes for optional information to print on the report:


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