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Reports and Dashboards

Billing reports

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, select Help, then Enable Default Terminology.
To view and print a Billing report:
  1. Select
    File
    , then
    Print Reports
    .
  2. Select a report under Billing, and then
    Select
    .
Available Billing reports include the following:
  • Billed Tax Summary
  • Billing Analysis
  • Billing Worksheet
  • Invoice Journal
important
If you get a SQL Server error with several "invalid column name" messages when you print a report, you might need to clear any applied filters before selecting the report by holding the shift key as you select it.

This article applies to:

  • PRODUCT: Practice CS
  • Subject: Reports,Dashboards