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KimberlySh
New Participant
April 6, 2020
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Billing Record Reports

  • April 6, 2020
  • 2 replies
  • 569 views

I would like to have a report that pulls the billable hours and billable expenses in one report from the billing records. Currently these items cannot be chosen as a column in a billing report. We do a monthly report for our finance team and right now we have to have two reports. The Hours report includes each task that has a hour with the status of billed. This is a very long report and will be unmanageable in the future.

    2 replies

    CelSal01
    CelSal01
    New Participant
    December 16, 2024

    I would like to see this as well. The billing record report allows you to see the total amount and other amount as columns, but not the billable hours or billable expenses. It would help to see these broken out.

    JamesHill_ATL
    JamesHill_ATL
    New Participant
    December 2, 2021

    I'm also very curious about this idea. Specifically as well if the combined report can be a PDF.


    Or, similarly, can a Billable Record itself be able to EXPORT as a PDF for single documentation purposes and provide to a stakeholder for a specific project.

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