How to view client monthly time & revenue reports

1. Navigate to ACCOUNTING > General Ledger > General Ledger Reports.

2. Click Client Profitability Reports to expand and click the Client Monthly Time & Revenue Report hyperlink.

3. Define the following parameters.

• From Accounting Year - Enter or select the from accounting year.
• From Accounting Month - Enter or select the from accounting month.
• To Accounting Year - Enter or select the from accounting year.
• To Accounting Month - Enter or select the to accounting month
• Report Format - Choose between the two reporting format options
  • Summary - This version shows client totals.
  • Detail - This version is broken out by job (or master job if specified)
• Exclude Active Jobs? - Check if you wish to exclude active jobs.
• Include Unposted Time? - Check if you wish to include unposted time.
• Job No. - Enter a job number - optional
• Include Sub Jobs? - Check if you wish to include sub-jobs.
• Report by Master Job? - Check if you wish to report by master jobs.
• Report by Client or Master Client - Choose between the two options
  • By Client
  • By Master Client
• Client Display - Choose the client option you wish to display
  • Client
  • Reporting Client
  • Industry
• Time Display - Choose a specific time display to compare against revenue earned for the client
  • Total Hours - Shows the total number of hours recorded against the client by month.
  • Billable Hours - Shows the number of billable hours recorded against the client by month.
  • Total Hours @ Billable Rate - Shows the billable value of total hours recorded against the client by month.
  • Billable Hours @ Billable Rate - Shows the billable value of billable hours recorded against the client by month.
  • Total Hours @ Cost Rate - Shows the cost value of total hours recorded against the client by month.
• Currencies - Choose between the two currency options
  • Use Office Home Currencies
  • Convert to Selected Currency

4. Click EXCEL, EXPORT, or PREVIEW to view the report.