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Billing Worksheet report

The Billing Worksheet report is designed to help billers make informed billing decisions. The report provides comprehensive billing information yet is flexible enough to let you choose only the information you need.
To view and print the Billing Worksheet report, do one of the following:
  • Select
    File
     then
    Print Reports
    . In the Print Reports screen, go to the available reports pane and select
    Billing Worksheet
     then
    Select
    .
  • Select 1 or more engagements on the Billing screen, then right-click and select
    Preview Billing Worksheet For Selected
     then
    Preview
    .

Selection tab

WIP detail
: Enables you to limit WIP to a specific date range. WIP dated before the specified WIP detail range is included in a balance forward row, and WIP dated within the range is shown in detail.
Billed detail
: Enables you to include billed entries within a specific date range.

Layout tab

You can group items on this report using the same groupings as for billing (engagement, staff, activity, type, and so on). The Time & Expense Entry section of the report (the Detail) can be grouped by up to 3 levels.
In addition to the standard report layout options, you can mark the following checkboxes for optional information to print on the report:
  • Include Non-billable
    : Includes non-billable items on the report.
  • Contact Information
    : Client’s primary address and phone.
  • A/R Open Items
    : A list of all items in the accounts receivable balance that are not yet allocated.
  • WIP and A/R Aging
    : An aging of the total WIP or total A/R as of the report date, including the last invoice and last receipt to show the activity related to aging.
  • 24 Period History
    : Provides totals for a given period for Produced (the amount of time and expenses created), Adjusted (billing adjustment amount), Invoiced (the time/expense extension amount + billing adjustment + surcharge - discount + taxes), and Collected (the total receipts).

This article applies to:

  • Product: Practice CS
  • Subject: Reports, Dashboards