![]() You have to mention the following elements to create report filters − You can select filter condition to present the data that is of your interest.ĭata filtered using Report filters remain in the document and any time you can remove the filters to check hidden data. There are radio buttons option for invoice payment options – Not to be included, Include Payments, or Include Finalized Invoice Payments.You can filter the data in a report to limit the data displayed in a Webi document. There is an additional filter for Transaction Types – No Filter, Deposits, Disbursements, and Payments.ĭata can be grouped by – Account Manager, Bank Account, Client, Month, or Project. This report also provides checkbox options for - Show Check Numbers, Description, Check Status, and Hide Zero Balance Subtotals. It also contains unbilled data and totals.Īdditional checkbox filters for - show the Description Column, Summary Only, Include Expenses, and Internal Time.Īdvanced filters include Client Type, Project Type, Billable Type, Billing Status, Activity Type, and Expense Type. Time and billable amount, grouped and totaled by Client, Project, or User. Target from the Performance Targets in the User Profile vs. WIP in this report is any hours that are unbilled or on a Pre-Bill. The realization rate is calculated by the amount billed/finalized divided by the total hours. This report will show Private Description, Public Description, Expenses, Internal Time, Activity, Non-Billable Time, Summary Only, Entry Times, and Display Names Last, First. If payments are not applied to invoices in your system, then use the Account Activity report instead. Payments need to be applied to invoices in order for these to be marked as paid. This report shows automatic and manually sent invoice emails – with Sent Status. History of invoices that have been emailed after, grouped by client. Additional advanced filters for 120, Total Due, and Total Overdue. There are filters for Snapshot Mode, and Summary Only. Only payments that have been applied to invoices will be included in this report. ![]() Standard accounts receivable aging report. Grouping options of Account Manager, No Grouping, and User. ![]() Report showing how long since a Project has been worked on.Īdditional filters for including Projects Without Work and Closed Projects. Payments must be applied in order to show up on the report. Report showing payments collected toward each invoice and the users and their billable amounts per payment. This report shows Creation Date, Client ID, Client Name, Client Billing Name, Client Type, Account Manager, Address, Contact Details, and Currency. There is also an additional filter to group by Account Manager.Īccounting report that shows the balance due (amount invoiced without payments applied) and the unbilled (the amount that is currently waiting to be invoiced) for each Project.īillable Utilization ( Utilization Rate Report) You can group by account isolation, client, or client/project. This report has filters for – invoiced amount, payments, adjustments, unbilled activity, outstanding balance, and expense breakdown. The Account Activity reports reflect payments that were made from the Trust account to the operating account. General accounting report that shows a history of payments, invoices, and balance adjustments for a client.
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