Available in Sage Simply Accounting Premium and higher.

Modify an Activity Time and Billing Report

Select the Activity Time and Billing report you want to modify:

Activity Time and Billing Summary (Billing)

  1. In the Home window open the Report Center. Select Time & Billing, Billing, and then Activity Time and Billing Summary. Click Modify this report.
  2. (Optional) Select the Template you want to use for the report.
  3. Enter Start and Finish dates for the report.
  4. (Optional) Select Include inactive activities.
  5. Select the activities you want to include in the report. Click Select All to report on all activities in the list.
  6. Select the activities to include in the report, Invoiced, Uninvoiced, or both.
  7. Select the Categories to report:
    • Customers
    • Employees, or Employees/Contractors (Enterprise)
    • Customers and Employees, or Customers and Employees/Contractors (Enterprise)

    (Optional) If you select Customers and Employees, or Customers and Employees/Contractors (Enterprise), you may want to determine how this information is grouped by selecting either Customer or Employee/Contractor.

  8. (Optional) Click Categories if you only want specific customers, types of employees, or contractors (Enterprise) to be reported.
  9. (Optional) Customize the:
  10. (Optional) Save the report as a template in My Reports.
  11. Click OK to display the report.

Activity Time and Billing Detail (Billing)

  1. In the Home window open the Report Center. Select Time & Billing, Billing, and then Activity Time and Billing Detail. Click Modify this report.
  2. (Optional) Select the Template you want to use for the report.
  3. Enter Start and Finish dates for the report.
  4. (Optional) Select Include inactive activities.
  5. Select the activities you want to include in the report. Click Select All to report on all activities in the list.
  6. Select the activities to include in the report, Invoiced, Uninvoiced, or both.
  7. Select the Categories to report:
    • Customers
    • Employees, or Employees/Contractors (Enterprise)
    • Customers and Employees, or Customers and Employees/Contractors (Enterprise)
  8. If you select Customers and Employees, or Customers and Employees/Contractors (Enterprise), select how you want this information to be grouped.
  9. (Optional) Click Categories if you only want specific customers, types of employees, or contractors (Enterprise) to be reported.
  10. (Optional) Customize the:
  11. (Optional) Save the report as a template in My Reports.
  12. Click OK to display the report.

Activity Time and Billing Summary (Payroll)

  1. In the Home window open the Report Center. Select Time & Billing, Payroll, and then Activity Time and Billing Summary. Click Modify this report.
  2. (Optional) Select the Template you want to use for the report.
  3. Enter Start and Finish dates for the report.
  4. (Optional) Select Include inactive activities.
  5. Select the activities you want to include in the report. Click Select All to report on all activities in the list.
  6. Select the type of activities to include in the report, Paid to Employees, Not paid to employees, or Non-payroll activities.
  7. Select the Categories to report:
    • Customers
    • Employees
    • Incomes
    • Customers and Employees
    • Customers and Incomes
    • Employees and Incomes

    (Optional) If you select a multiple category group (for example, Customers and Incomes), select the category that activities should be grouped by.

  8. (Optional) Click Categories.
  9. (Optional) Customize the:
  10. Columns that appear in the report
  11. Print Settings
  12. Font Settings
  1. (Optional) Save the report as a template in My Reports.
  2. Click OK to display the report.

Activity Time and Billing Detail (Payroll)

  1. In the Home window open the Report Center. Select Time & Billing, Payroll, and then Activity Time and Billing Detail. Click Modify this report.
  2. (Optional) Select the Template you want to use for the report.
  3. Enter Start and Finish dates for the report.
  4. (Optional) Select Include inactive activities.
  5. Select the activities you want to include in the report. Click Select All to report on all activities in the list.
  6. Select the activities to include in the report, Paid to Employees, Not paid to employees, or Non-payroll activities.
  7. Select the Categories to report:
  8. Customers
  9. Employees
  10. Incomes
  11. Customers and Employees
  12. Customers and Incomes
  13. Employees and Incomes
  1. Select the category that activities should be grouped by.
  2. (Optional) Click Categories.
  3. (Optional) Customize the:
  4. Columns that appear in the report
  5. Print Settings
  6. Font Settings
  1. (Optional) Save the report as a template in My Reports.
  2. Click OK to display the report.

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