Reporting

Billing Worksheet report

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:
  • Choose File > Print Reports. In the Print Reports screen, click Billing Worksheet in the available reports pane and then click the Select button.
  • Select one or more engagements on the Billing screen, then right-click and choose Preview Billing Worksheet For Selected > Preview.
    note
    You can choose Preview Billing Worksheet For Selected > Select Report to select any custom report that is based on the Billing Worksheet 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, Digita Practice Advanced 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 > Invoices > Bill
If your firm has multiple offices, you may want to rescind privileges to information for other offices.

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:
  • Include Non-billable
    : Includes non-billable items on the report.
  • Contact Information
    : Client’s primary address and phone.
  • A/R Open Items
    : A list of all items in the accounts receivable balance that are not yet allocated.
  • WIP and A/R Aging
    : An aging of the total WIP or total A/R as of the report date, including the last invoice and last receipt to show the activity related to aging.
  • 24 Period History
    : Provides totals for a given period for Produced (the amount of time and expenses created), Adjusted (billing adjustment amount), Invoiced (the time/expense extension amount + billing adjustment + surcharge - discount + taxes), and Collected (the total receipts).

This article applies to:

  • Product: Digita Practice Advanced