Running billing reports
You may need to use reports to:
- Track billing by client
- View the details of time and expenses
Key reports of interest to billing managers
|
Default report name |
Common uses for the report |
Template it’s based on |
|---|---|---|
|
Invoice Details |
View billable amounts by invoice status and track invoice details |
Invoice Details |
|
Client Detail (1) |
Track hours and billable amounts by client |
Client |
|
Timesheet Hours by Day |
View details of hours logged against projects |
Timesheet Day |
|
Expense Details |
Track project expenses, including the expense type and user |
Expense |
Key fields of interest to billing managers
For information on what fields are available in each report, refer to the Replicon Reports Field Matrix.
|
Field name |
Description |
Template it's available on |
|---|---|---|
|
Not Invoiced Timesheet Amount (BC) |
Billable amounts that are approved but not included on an invoice. Amounts are in the system’s base currency. |
Invoice Details |
|
Invoiced Timesheet Amount (BC) |
Billable amounts that are included on an invoice (includes open, billed, and paid amounts) |
Invoice Details |
|
Open Timesheet Amount (BC) |
Billable amounts from invoices that are still in progress |
Invoice Details |
|
Billed Timesheet Amount (BC) |
Billable amounts from invoices that are finalized and have been sent to the client |
Invoice Details |
|
Paid Timesheet Amount (BC) |
Billable amounts that have been paid by the client |
Invoice Details |
(1) There is no default invoicing report. To report on invoices, create a new report using the Invoice Details template.
Related links
Tracking billable hours against targets
Assigning billing rates to team members in Replicon
Setting up your project for billing in Replicon
Using Replicon for billing
How billing works
