We need to determine the value of fees actually billed (not worked) by each staff member on a monthly basis. For example, some clients require quarterly billing, which means that all time worked during a month is not actually billed that month. Is there a report that will provide this information?
I would think the report would be very similar to the standard report, Receipt Allocation by Staff. Instead of allocating amounts received, it would simply allocate amounts actually billed (or invoiced).
Any help would be greatly appreciated.
Sandy EavesBeaumont, TX
TM/BM Plus 7.0 Professional
I use the Profitability Report by Staff for that data. The second column is Billed Value. I suggest you test it against some known data to be sure it is giving the information suggested by the column header.
McMahon Law FirmAbilene, Texas
Kathy Burger PREMIER LEVEL CIC - PCLaw, Time and Billing Matters Plus Certified Kathy Burger Consulting, LLC 200 Windward Ave. Beachwood, NJ 08722 732-279-6301 Kathy@KathyBurgerConsulting.com