Learn about the Jobs & Billing reports

Jobs & Billing provides you with a wide range of reports. These can help you measure the performance of team members, see how your firm is performing, and much more. Whether you want to keep track of a particular employee's performance in relation to other team members, the revenue generated by each partner in your firm, or write-ups for the firm or resources, you will find a report to provide you with all these details and much more.

While the reports have been designed to be viewed and used online, you can also print them or export them to Microsoft Excel for further analysis.Click here to learn more about using reports. Some reports are linked to dashboard widgets.

Categories of reports

Jobs & Billing reports are grouped according to cashflow/revenue, employees, jobs,, system, workflow, client profitability, billing/receivables, and capacity planning - see links to these categories and their individual reports in the next section. You can also create a Contacts Custom Report to quickly retrieve selective information from your contact details.

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Read the individual report descriptions

Category	Report	Description
Cashflow and Revenue Reports	Cashflow Analysis by Partner	View the payments each partner has received over the selected period.
	Cashflow Analysis by Manager	View the payments each manager has received over the selected period.
	Revenue Analysis by Partner	See the revenue generated by each partner for the selected period.
	Revenue Analysis by Manager	See the revenue generated by each manager for the selected period.
	Revenue Analysis by Client Type	See the revenue generated by client type for the selected period.
	Annual Cashflow	View the total payments received by your firm for each month in the selected financial year.
	Annual Revenue	See the revenue generated each month for the selected financial year.
Employee Reports	Actual/Allocated Hours	Determine the difference between the hours allocated for jobs and the actual hours worked over the selected period.
	Monthly Efficiency	See your own monthly efficiency for the selected period or the efficiency of all users.
	Timesheet	Access all timesheet entries that you or others made over the selected period.
	Timesheets by Job Type	See how much time was spent on different job types during the selected period.
	Timesheets by Activity Code	See which activities employees spent the most time on.
	Non-billable Time	See how much time you or another user spent on (unpaid) non-billable activities during the selected period.
	Non-billable and Paid Non-billable Time	See how much time you or another user spent on all non-billable activities (paid and unpaid) during the selected period.
	Timesheet Summary	View the total hours in timesheet entries each that Jobs & Billing user has entered during the selected period.
	Variance	Determine each user's variance as a running total from when they began using Jobs & Billing.
	Yearly Efficiency	View your own efficiency for the selected year or the efficiency of all users.
	Billable Time	See how much time that you or another user spent on activities that can be charged to clients during the selected period.
	Paid Non-billable Time	See how much time that you or another user spent on paid non-billable time during the selected period.
	Variance Reason	See all the variance reasons users have submitted for exceeding their budgeted time for a job.
	Missing and Incomplete Timesheets	Compare the standard hours expected with those entered in the selected user's actual timesheets.
	Variance Breakdown	Depending on your security role, you can use this report to see a breakdown of the variance that has occurred for the work on jobs over the selected period.
	Write-on Summary	See the net write-up position for each user during a selected period.
	Write-on Breakdown	See how the write-up position was achieved in the selected period, with a breakdown by user and job.
Job reports	Job Profitability	Determine the profitability of jobs that have WIP in the selected period.
	Jobs Budget	See which incomplete jobs have exceeded the budget.
	Jobs Due	See which upcoming jobs are due (due date is based on the target date).
	Job Turnaround	See whether jobs are being completed within the period or later than the period specified for the job type.
	Job Details	Create a custom report based on the existing details of jobs in your system.
System reports	Disbursement Codes	View your disbursement codes.
	Activity Codes	View your activity codes.
Workflow reports	Job Status Summary	See the current status of each partner's jobs (for example, the percentage of annual accounts jobs that are Not Yet In or In Progress).
	Days at Current Job Status	See the current status of jobs and the number of days that they have been at that status.
	Auto Resource Allocation	Access the automatic resource allocation settings according to job type or staff member.
	Job Hours Analysis	See the total hours spent on invoiced jobs for the selected year.
	Resource Allocation	See how staff members who have been allocated jobs are progressing in those jobs according to the target hours allocated.
	Non-Allocated Resources	Provide details about staff members who worked on jobs they have not been assigned to.
	Resource Allocation Breakdown	Access a breakdown of the hours allocated, worked and remaining for your firm's jobs.
	Resource Usage by Partner	See how many jobs have been worked on over a selected period and the total hours for each partner.
	Resource Usage Breakdown by Partner	See the details of the jobs that have been worked on over a selected period and the total hours for each partner.
	Recurring Jobs	View a list of recurring jobs for clients.
	Current Resource Allocation Variance	See the current resource allocation variance for the incomplete jobs that have exceeded the hours allocated.
Client profitability reports	Client Profitability	See how profitable clients are by looking at their total of WIP in the selected period.
Billing and Receivables reports	Billable Time Breakdown by Period	View billable time including WIP amounts for the selected period.
	Billable Time by Period	View the billable time (including WIP totals) for the selected period.
	Finalized Invoices	View all the finalized invoices for the selected period.
	Grouped Finalized Invoices	View all finalized invoice amounts for clients grouped by contact group, so you can see at a glance the fees that you have charged groups of clients.
	Aged Accounts Receivable	View a list of your receivable amounts as they age from 1-30, 31-60, 61-90, and 90 days and more.
	Accounts Receivable Transaction	View all your receivable transactions for the selected period.
	Work in Progress by Manager	View a breakdown and graphs of the WIP amounts for each manager.
	Work in Progress by Partner	View a breakdown and graphs of the WIP amounts for each partner.
	Invoice Breakdown by Code	View a breakdown of your invoices by code (i.e. the job type short code, activity, or disbursement code you used on the invoice).
	Accounts Receivable Control	See what has changed in the receivables area.
	Accounts Receivable Control by Client	See how client receivables have changed over the selected period.
	Bank Reconciliation	Use this report as a reference against which to check your bank records.
	Disbursements Analysis	View all disbursements logged during the selected period.
	Aged Work in Progress	See the aged work in progress per client.
	Draft Invoices	Access a breakdown of the current draft invoices and their totals.
	Work in Progress Client Breakdown	View a detailed WIP breakdown of all jobs for the selected client.
	Work in Progress	Access a summary of the current WIP amounts for each client and print a detailed breakdown for the selected clients.
	Bank Deposit Supplement	Use this report to view a summary of your cheque payments.
	Grouped Aged Accounts Receivable	View a list of your receivable amounts by contact group as they age from 1-30, 31-60, 61-90, and 90+ days.
	Invoice Breakdown by Job Type	Access a breakdown of the invoiced amount by job type for the selected period.
	Grouped Work in Progress	View a detailed report on current work in progress by contact group.
	Grouped Work in Progress Summary	View a summary of current work in progress by contact group.
	WIP Control	See how work in progress has been changed over the selected time period.
	WIP Control by Group	View the movement in work in progress for the selected period by contact group.
	Journals Report	Use this report to help you add journal entries to your separate accounting system.
Capacity Planning	Firm capacity	Use this report to determine your firm's capacity. Select the capacity planning year and review variances for the upcoming months.

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