Customer Time/ Expense Summary Report

 

Overview

For service-based businesses, you may now record the time and expenses spent on customers and then invoice accordingly.  This enables you to better manage the productivity of collaborative team work and track the profitability associated with each customer. 

Customer Time/ Expense Summary Report

The Customer Time/ Expense Summary Report displays the total time, expenses posted and invoiced for all the customers. To generate the Customer Time / Expense Summary Report select Reports» Time and Expenses » Customer Time / Expense Summary Report the following screen will appear. 

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                                                   Browser view of Customer Time / Expense Summary Report

Code

The customer code is displayed under the code column.

Customer

The name of the customer is displayed under the customer column.

Project

The project name is displayed under the project column. This project name is created in the first place.

Time posted

The total time allocated for the job is displayed in the under the “Time posted” column.

Time Invoiced

The total invoiced amount considering Time as a product is displayed under the “Time invoiced” column.  

Expense Posted

The total amount allocated for expense will appear under the expense posted.

Expense Invoiced

The total invoiced amount for expense will appear under the expense invoiced column.

Outstanding

The outstanding invoice amount will appear under the outstanding column.

Time Write off

The write-off amount for Time will appear under the Time Write off column.

Expense Write off

The written of amount adjusted with the Expenses.

Hours Posted

The total hours posted of “Time” is displayed in the Hours posted column.

Hours invoiced

The total hours already invoiced is displayed in the Hours invoiced column.

Hours Write off

The total hours written off for is displayed in the Hours Write off column. 

Project Code

While creating the code for the project at the first time is displayed under the Project Code column.

User

The staff name appears in the user column.

Advance option

To customise the report select the “Advance” option. A pop up will appear on the browser. To include or exclude column use the one you want to display in the report.

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Customisation of Time/ Expense Summary Report

To customise the report select the ‘Advance’ button from the reporting browse. By selecting the ‘Advanced’ option the ‘Advanced Settings’ pop up will appear on the screen. To include or exclude columns in reports use the column chooser. You can include or exclude the columns like Customer Code, Customer Name, Time Posted, Time Invoiced, Expenses Posted, Expense Invoiced, Outstanding amount, Time Written off, Expenses Written off, Hours Invoiced and Hours Written off.  

To sort the report from the Advance Settings use the ‘Sorting’ drop-down. The report can be sorted by customer code, customer name, or by a user. From the ‘Type’ option under features, you can generate a separate report for Time and Expenses.  

For details see below:

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                                                       Browser View of the customisation of the report

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