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Reporting

Billing Summary report (Practice CS Library)

The Billing Summary is a Production report available on the Practice CS Library. The report is similar to the report with the same name from Creative Solutions Practice.
The report includes:
  • Amounts made for the period shown.
  • Amounts billed against those production amounts
  • Adjustment amounts
  • Amount of WIP remaining to be billed.
You can detail and grouped this report by
Client
,
Engagement
,
Activity
, and
Staff information
. You can also group the report by
Project
 and
Task
 information if you're licensed for the Project Management module.
You can view a Sample Billing Summary report.
Internal use only
If the Practice CS Library portlet is not available, go to the Practice CS Libary website. This link is not readily available to users because the portlet is the preferred method. We don't want staff members who may have been blocked from viewing the portlet to have this link as a workaround.

This article applies to:

  • PRODUCT: Practice CS
  • Subject: Reports