As the name suggests, Unbilled Work Quick Summary Report will give you a summarised report that you can run against one or all jobs, to see quickly what is outstanding out of all your billable time. It’s a static printable report of unbilled time as of a given date. For…
The Assigned Time and Disbursements report gives a list of time and disbursements assigned to invoices between selected dates. It’s a dynamic screen to view and review data, with options to export your results. It’s used for reviewing the time and disbursements assigned to invoices, analysing fee contributions and WIP…
The Top Clients by Amount Invoiced report shows which clients and projects generated the most revenue. Often used for reporting and applying for indemnity insurance by ranking your top clients. It also helps you focus your time and energy on the work that delivers the biggest income. Because this report includes the values of time spent on those same clients. It’s also useful for business development, planning for lower-performing clients, and providing context for accounting purposes.
The Invoices by Client with Narration report gives a list of clients and their invoices with narration between selected dates. How to generate the Invoices by Client with Narration Report Go to Reports >> Performance Reports >> go to ‘Invoicing’ section beneath ‘Sub-Consultants’ >> click on ‘Invoices by Client with…
The Invoices by GL Account Code report gives a list of invoices between selected dates with their amounts classified by the accounting code assigned in Abtrac. It’s used to reconcile Abtrac invoices to your accounting software, and provides profitability analysis by revenue codes. (also known as a GL Account Code,…
The Jobs and Tasks report gives a list of jobs with associated tasks, estimated time and fees. Formerly only available for current jobs, you can now filter by date, current/non-current jobs, and also billable/non-billable. How to generate the Current Jobs and Tasks Report Go to Reports >> Performance Reports >>…
The Current Client Contacts report gives a list of all contacts associated with clients. The report shows only current contacts and current clients, grouped and filtered by your company offices. It also optionally groups by client owners. This report is typically used by administration, marketing and project management teams. How…
The Client Details Listing report option gives detailed information on the client with respect to identification details, invoice defaults, branches, people and job detail. How to generate the Client Details Listing Report Go to Reports >> Performance Reports >> Clients and Jobs >> click on Client Details Listing Select the…
The Sub-Consultant Invoice Listing report option can be used to get a summary of sub consultant claims and invoices for all or selected subconsultants, between two dates. You can choose to view all sub consultant invoices, just those that have been fully processed, or only those still waiting to be…
The Subconsultant Purchase Orders report gives a list of purchase orders for all subconsultants. Go to Reports >> Performance Reports >> in the Sub-Consultants section >> select ‘Subconsultants Purchase Orders’ The Subconsultant Purchase Orders report shows a list of all current subconsultant purchase orders, and displays the job (project) name…