Available in Sage Simply Accounting Premium and higher.

Modify an Income Time and Billing Report

Select the Income Time and Billing report that you want to modify:

Income Time and Billing Summary (Billing)

  1. In the Home window open the Report Center. Select Time & Billing, Payroll, and then Income 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 the income you want to include in the report. Click Select All to report on all incomes in the list.
  5. Select the activities to include in the report, Invoiced, Uninvoiced, or both.
  6. Select the Categories to report:
    • Activities
    • Customers
    • Employees
    • Activities and Customers
    • Activities and Employees
    • Customers and Employees
  7. (Optional) If you selected multiple categories in step 6, select which category the activities should be grouped by.
  8. (Optional) Click Categories.
  9. (Optional) Customize the:
  10. (Optional) Save the report as a template in My Reports.
  11. Click OK to display the report.

Income Time and Billing Detail (Billing)

  1. In the Home window open the Report Center. Select Time & Billing, Payroll, and then Income 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 the income you want to include in the report. Click Select All to report on all incomes in the list.
  5. Select the activities to include in the report, Invoiced, Uninvoiced, or both.
  6. Select the Categories to report:
    • Activities
    • Customers
    • Employees
    • Activities and Customers
    • Activities and Employees
    • Customers and Employees
  7. (Optional) If you selected multiple categories in step 6, select which category the activities should be grouped by. You can also group them by Date.
  8. (Optional) Click Categories.
  9. (Optional) Customize the:
  10. (Optional) Save the report as a template in My Reports.
  11. Click OK to display the report.

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