Available in Sage Simply Accounting Premium and higher.

Modify an Employee Time and Billing Report

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

Employee Time and Billing Summary (Billing)

  1. In the Home window open the Report Center. Select Time & Billing, Billing, and then Employee 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. Select a Job Category from the list.
  5. (Optional) Select Include inactive employees or Include inactive records (Enterprise).
  6. Select the employees you want to include in the report. Click Select All to report on all employees in the list.
  7. Select the activities to include in the report, Invoiced, Uninvoiced, or both.
  8. Select the Categories to report:
    • Activities
    • Customers
    • Activities and Customers

    (Optional) If you select Activities and Customers, select the category that activities should be grouped by.

  9. (Optional) Click Categories.
  10. (Optional) Customize the:
  11. (Optional) Save the report as a template in My Reports.
  12. Click OK to display the report.

Employee Time and Billing Detail (Billing)

  1. In the Home window open the Report Center. Select Time & Billing, Billing, and then Employee 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. Select a Job Category from the list.
  5. (Optional) Select Include inactive employees or Include inactive records (Enterprise).
  6. Select the employees you want to include in the report. Click Select All to report on all employees in the list.
  7. Select the activities to include in the report, Invoiced, Uninvoiced, or both.
  8. Select the Categories to report:
    • Activities
    • Customers
    • Activities and Customers
  9. Select the category that activities should be grouped by.
  10. (Optional) Click Categories.
  11. (Optional) Customize the:
  12. (Optional) Save the report as a template in My Reports.
  13. Click OK to display the report.

Employee Time and Billing Summary (Payroll)

  1. In the Home window open the Report Center. Select Time & Billing, Payroll, and then Employee 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. Select a Job Category from the list.
  5. (Optional) Select Include inactive employees.
  6. Select the employees you want to include in the report. Click Select All to report on all employees in the list.
  7. Select the activities to include in the report, Invoiced, Uninvoiced, or both.
  8. Select the Categories to report:
    • Activities
    • Customers
    • Incomes
    • Activities and Customers
    • Activities and Incomes
    • Customers and Incomes

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

  9. (Optional) Click Categories.
  10. (Optional) Customize the:
  11. (Optional) Save the report as a template in My Reports.
  12. Click OK to display the report.

Employee Time and Billing Detail (Payroll)

  1. In the Home window open the Report Center. Select Time & Billing, Payroll, and then Employee 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. Select a Job Category from the list.
  5. (Optional) Select Include inactive employees.
  6. Select the employees you want to include in the report. Click Select All to report on all employees in the list.
  7. Select the activities to include in the report, Invoiced, Uninvoiced, or both.
  8. Select the Categories to report:
    • Activities
    • Customers
    • Incomes
    • Activities and Customers
    • Activities and Incomes
    • Customers and Incomes
  9. Select the category that activities should be grouped by.
  10. (Optional) Click Categories.
  11. (Optional) Customize the:
  12. (Optional) Save the report as a template in My Reports.
  13. Click OK to display the report.

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Modify a contractor time and billing report (Enterprise)

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