Practice Manager only
The Time reporting area delivers reports that detail all of the transactions related to timesheets, disbursements and miscellaneous charges within a specified period. In addition, the area also reports on information such as employees who have not entered timesheets and any timesheet corrections made within a given period.
These reports are generally used when administering the timesheet process for an accounting practice as they give an overview of every transaction that has been entered.
The missing timesheet reporting area is especially useful for practices that no longer post timesheets, as they use the “WIP Posted, no Authorisation on Timesheet” option. This report highlights exactly when a user has not created a timesheet for a specified period.
The Corrections reporting area is used to produce reports that contain timesheet corrections made within a specified date range and the user name of the person who made the changes. This report also includes WIP journals.
The Disbursements reporting area is used to produce reports that contain all disbursements within the system. It includes posted and unposted entries for clients and assignments, the disbursement date, amount and comments.
This reporting area also provides information on the cost amount, charge amount and client assignments the disbursement amount is charged to. These reports can be grouped by transaction date and employee.
You can group the report by disbursement sheet date and employee.
The Miscellaneous reporting area is used to produce reports that contain all miscellaneous charges entered into the system, including posted and unposted entries.
This reporting area provides information on the miscellaneous charge amount and the client job the amount is charged to. The reports can be grouped by transaction date and employee.
The Missing Timesheets reporting area is used to produce reports that contain employees who have not completed their timesheets.
This is a date range report and can be filtered by employee related fields such as employee department, company, centre, category and office.
The Timesheets reporting area is used to produce reports that contain all timesheet entries within a specified date range.
These reports can be grouped by employee or by employee department, employee category or employee centre.