Modify a Contractor Time and Expense Report
Select the Contractor Time and Expense
report you want to modify:
Contractor Time and Expense Summary
- In the Home window
open the Report Centre. Select Time
& Billing, Purchases, and then Contractor Time and Expense Summary. Click Modify this report.
- (Optional) Select
the Template
you want to use for the report.
- Enter Start
and Finish dates for the report.
- (Optional) Select
Include inactive contractors.
- Select the contractors you want to include in the report, or click Select
All to report on all contractors in the list.
- Select one or both types of activities to report:
- Invoiced by Contractors. These activities have been recorded on a purchase invoice.
- Not Invoiced by Contractors. You have not received or recorded a purchase invoice against these activities.
- Select the Categories to report:
- Activities
- Customers
- Activities
and Customers If you select Activities
and Customers, you may want to determine how this information is displayed by selecting either Group By Activity or Group By Customer.
- (Optional) Click
Categories if you only want specific activities or customers to be reported.
- (Optional) Customize
the:
- (Optional) Save the report as a template in My
Reports.
- Click OK
to display the report.
Contractor Time and Expense Detail
- In the Home window
open the Report Centre. Select Time
& Billing, Purchases, and then Contractor Time and Expense Detail. Click Modify
this report.
- (Optional) Select
the Template
you want to use for the report.
- Enter Start
and Finish dates for the report.
- (Optional) Select
Include inactive contractors.
- Select the contractors you want to include in the report, or click Select
All to report on all contractors in the list.
- Select one or both types of activities to report:
- Invoiced by Contractors. These activities have been recorded on a purchase invoice.
- Not Invoiced by Contractors. You have not received or recorded a purchase invoice against these activities.
- Select the Categories to report:
- Activities
- Customers
- Activities
and Customers If you select Activities
and Customers, you may want to determine how this information is displayed by selecting either Group By Activity, Group by Date, or Group By Customer.
- (Optional) Click
Categories if you only want specific activities or customers to be reported..
- (Optional) Customize
the:
- (Optional) Save the report as a template in My
Reports.
- Click OK
to display the report.
What do you want to do?
Change the presentation of this report in the report viewer
Print this report
View detailed information
about a specific part of this report
Search for text in this report
Open this report
in Microsoft Excel
Export this report
to another format
Change
your default printer settings for reports
Refresh this report