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Billing Record Reports


Level 1


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.

1 Comment


Level 3


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.