This article outlines the key features of Time & Billing dashboards and reports, including the Remaining Credits tile, Payment Collected graphs, and expense reports. It details what data is included, such as active payments, and what is excluded, like manually created credits. Additionally, it covers setting default rates for team members, how archived service items affect rates, and troubleshooting common billing discrepancies.
Dashboards
There is a Remaining Credits tile on the Client’s Billing Dashboard.
What’s in this Dashboard?
Does include:
All active payment amounts (both payments to invoices and payments to credit)
The Payment Collected graph
The data in these graphs applies to accepted payments only.
What’s in this Graph?
Does include:
All active payment amounts (both payments to invoices and payments to credit)
Does not include:
Amounts for manually created credits, regardless of their assignment to invoices
Note: If the Total Payments graph doesn’t match the YTD Revenue chart on the Billing Dashboard, this could be due to any WU/WD applied to invoices.
Expenses
What’s in this Report?
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Understanding User Rates
User rates are important to understand when it comes to troubleshooting billing reports!
Practitioner functionality:
As a practitioner, I will still be able to set a default rate that is applied whenever a team member doesn’t have any rates setup
As a practitioner, I will still be able to set a default rate per team member
As a practitioner, I will be able to see if a team member has additional rates outside of the default one
As a practitioner, I will be able to set multiple rates for each of my team members for each of my existing service items that are priced per hour
Service items that are priced per item can still only have one rate set
Archiving service items that are priced per hour:
When archiving these service items, the service item rate and the adjusted service item rates set for team members are retained.
Therefore:
These rates are still used in the Unbilled Revenue and Billable Amount calculations on the Reports
Upon moving these service items back to active, the service item rate and the adjusted service item rates set for team members are restored
Changing a service item from a rate type of hour to item and back to hour:
Any adjusted service item rates initially set for team members will not be restored in this use case.
If the data source has sensitive employee salary information, and a team member doesn’t have permission to view that information, then they won’t have access to that report. Cost/Salary information will only go to users with access to it.
Billing and Time Dashboards:
If you have a report/dashboard that looks different from another teammate’s report, check whether the information pulled into it is the same.
What’s included in these Reports?
Includes archived or deleted team members and
Does not include inactive, archived, or deleted clients
All Invoices
Recurring Invoices
Archived Invoices
YTD Revenue on the Invoices page
Total Past Due on the Invoices page
Total Outstanding on the Invoices page
Upcoming Payments
Recurring Payments
Credits
Deleted Credits
Includes inactive, archived, or deleted clients and archived or deleted team members
Payments Collected
Payments Collected Graph
Payments by type Graph
Refunds
Refunds will have a linkable name even if a client has been archived/deleted. The link will be broken if a client has been archived/deleted.
Time Entries Global list (all time)
Time Entries Summary banner
Timers
Billed Time