Reporting

Time and Expense Journal report

The Time and Expense Journal report provides a listing of time and expenses entered into the application for a specified date range. This report also shows unapproved and unposted time and expense entries.
To view and print the Time and Expense Journal report, do one of the following:
  • Choose File > Print Reports. In the
    Print Reports
     screen, select Time and Expense Journal in the available reports pane and then select the
    Select
     button.
  • Choose Actions > Time & Expense Entry. In the
    Time & Expense Entry
     screen, select a date from the
    Sheet Date
     field and then select the
    Journal
     button.
note
  • When you open the report from Time & Expense Entry, the report shows the data from the time entry grid that is currently open.
  • If a staff member does not have security permission to see amounts in DT Practice, the
    Amount
     field will not appear on the report.
  • You can also select the arrow on the
    Journal
     button to select any custom report that is based on the Time & Expense Journal report and set options for the selected report.
Important security note
When you enable security privileges for a report on the Security Groups setup screen, DT Practice may also enable privileges to view the data available on the report. Conversely, removing privileges for viewing data may also remove privileges for related reports. Consult the
Privileges changed
 pane on the Security Groups setup screen to see all privilege changes that are triggered by enabling access to a report.
For this report, if no privileges are already enabled for the following security option(s), full privileges will be enabled.
  • Data > Time & Expense Entries > Enter Time & Expenses
If your firm has multiple offices, you may want to rescind privileges to information for other offices.

This article applies to:

  • Product: DT Practice