Billing reports

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With billing reports, you can make more informed billing decisions. You can see billable time and expenses from many different perspectives, including clients, engagements, activities, and staff. Billing reports help you analyze billed time and expenses and help you determine which clients, engagements, activities, or staff have the most or least realizable value.

Note: The names of these groupings are firm terminology variables. Your firm might use a different term for some or all of these groupings. To view the default terms, choose Help > Enable Default Terminology.

To view and print a Billing report, choose File > Print Reports. In the Print Reports screen, click one of the reports under Billing in the available reports pane and then click the Select button.

Available Billing reports include the following:

If you encounter an SQL Server error with several “invalid column name” messages when you attempt to print a report, you may need to clear any applied filters before selecting the report.

To do this, hold down the SHIFT key as you select the report.

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