Time and Expense Entries Report

Time and Expense Entries Report

TimeSolv’s New Time and Expense Entries Report gives users an aggregated view of both the Time Entries and the Expense Entries. This report can be generated using filters to track Billable Hours, Timekeepers, Time Entry and Expense Entry status, etc.

To access the Report, from the main menu, select Reports>Standard Reports>Time and Expense>Time and Expense Entries. The toggle button should be turned on in the last column; otherwise, the link will open the standard report.

To generate the report, select the appropriate parameters:

– Client-Matter: Select the ‘All’ option or choose from the list of available Client-Matters. Enabling the “Include Inactive” checkbox includes inactive Clients and Matters. To learn more, click here on Timekeeper Matters.

– Billable Type: Select the ‘All’ option or select Billable, Non-Billable, or No Charge to generate the Report for these Billable Type Time Entries.

– Timekeeper: From the pop-up dialog, select the ‘All’ option or choose from the list of available Timekeepers. Enabling the “Include Inactive” checkbox includes inactive Timekeepers. To learn about Timekeeper Permissions, click here.

– Responsible Timekeeper: The Responsible Timekeeper field is helpful for Timekeeper Commissions. If an Originating Timekeeper is assigned to a Matter, commissions can be distributed based on the commission percentage set up against the Originator. Enabling the “Include Inactive” checkbox includes inactive Responsible Timekeepers.

– Group By: The data can be grouped on the basis of the following groupings:

– Client & Matter

– Responsible Timekeeper & Client & Matter

– Timekeeper & Client & Matter

– Billable Type & Client & Matter

– Invoice Number & Client & Matter

– Time Entry Status: To pull data based upon the Time Entry’s status, keep the default ‘All’ selected or select the required Status Types from the list.

– Expense Entry Status: To pull data based upon the Expense Entry’s status, keep the default ‘All’ selected or select the required Status Types from the list.

– Date Range: Allows the user to view the Report based on the selected data range.

– From Date/ To Date: Using the Calendar, select ‘From’ and ‘To’ to include the date range for the Report.

The template within the Calendar allows users to set the desired date as the Default date. For example, for the ‘From’ date, you can set the Report to start from the ‘First day of the 1st quarter of this year.’ With this selection set as default, the Report’s start date will be 01/01/(year) each time the Report is run.

A default ‘To’ date can be set up in a similar way.

Sample Report with default values: