Standard reports

Time Sheet

Prints a summary time sheet for one or more employees over a specified date range.

Displays the total hours worked for each day plus a final total for the week.

Times can be broken down by activity if required. This report displays only the billable information.

Employee Charge Statistics

The Employee Charge Statistics report is a customisable costs report. Unlike accounts reports below, this report can include all cost data, including unbilled and non-billable costs.

It can be filtered by case information as well as by cost information.

The report displays an employee's chargeable hours, optionally broken down by day, month, year, activity, team, office, category, company or case (client). The report allows you to compare hours and charges to an employee's base rate.

This powerful report is appropriate for many requirements, see Employee Charge Statistics report for more details.

Customer Accounts Summary

Lists a summary of account transactions for one or more customers, i.e. one or more companies

Has the same options as Customer Accounts Detail (below); report data is summarised by transaction type for each company.

Customer Accounts Detail

Lists all the separate account transactions for one or more customers

You specify:

• the date range for the account transactions

and whether cases are linked to:

• all companies or a particular company
• one or more case categories
• one or more employees, teams and offices

You can also specify whether to include draft invoices and closed cases.

You can limit the report to particular transaction type(s), selecting from: invoices, payments, adjustments and/or refunds.

Sales Summary

Monthly sales figures calculated from invoice totals. By default adjustments are also included in these figures but you can exclude them.

You specify:

• the date range for the account transactions

and whether cases are linked to:

• all companies or a particular company
• one or more case categories
• one or more Assign To employees, teams and offices

The default setting excludes draft invoices but you can include them if required.

Report options enable you to specify which month of the year should be listed first and whether tax should be excluded.

Tax Cash

See GST and VAT for more information about this.

Summary of tax collected (e.g. GST, VAT) for a specific date range.

This report is calculated on a cash accounting method.

There is an option to report on a number of different time frames (i.e. quarterly, monthly, yearly or a custom range.)

Other filters include category, employee, team and office.

Tax Accrual

See GST and VAT for more information about this.

Summary of tax collected (e.g. GST, VAT) for a specific date range.

This report is calculated on an accrual method of accounting, that is, the figures are for all invoice transactions during the defined period.

There is an option to report on different time frames (i.e. quarterly, monthly, yearly or a custom range.)

Other filters include category, employee, team and office.

Bank deposit form

Overdue Accounts by Company

Lists all outstanding invoices for one or more companies. For each company you see the total, current, 30, 60, and 90 day amounts owing.

Report can filter by category, employee, team and office. Closed case transactions and draft invoices can be excluded.

Overdue Accounts by Contact

Lists all customers with outstanding invoices

Has the same filter options as above.

For each contact you see their total Current, 30, 60, and 90 day amounts owing.

Overdue Accounts Detail

Lists all customers with outstanding invoices

For each customer you see the amounts owing as well as Bill To contact person and phone number for each case, so you can contact them easily to follow up the outstanding amounts.

Has the same filter options as above.

Other fields available in this report include claim number, the invoice number and date, the case number and client.

Referral Detail

Lists the referrals for each referrer, showing: bill to, employer, client, requirement, delay to referral, duration and cost.

Can be filtered by date range, referrer and/or date, with the option to show open cases only, closed cases only or both.

Referral Summary

Summary of referrer performance, showing: referral count, average delay to referral, average duration and average cost.

Can be filtered by date range, with the option to show open cases only, closed cases only or both.

Outcome Detail

Lists the type of outcome for every closed case, also showing: client, employer, delay to referral, duration and cost.

You specify:

• the date range for the closing date of the case.

and whether cases are linked to:

• all companies or a particular company when it plays certain role(s) in the case
• one or more case categories
• one or more employees, teams and offices

This report provides detailed information for each case.

Note that if a case does not have a date in the Date Closed field in its Case Details tab, it is not considered a closed case and will not appear in this report.

Summary of outcomes for closed cases, summarised per outcome.

Has the same options as Outcome Detail report.

This report provides an overview of closed case outcomes, showing per type of outcome: the number of cases, the percentage of closed cases, the average cost and the average delay to referral.

The report can provide useful marketing information on your performance as an business.