Running billing reports

You may need to use reports to:

  • Track billing by client
  • View the details of time and expenses

For information on using reports, refer to the reports topics.

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 Detail1

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.