The Unbilled Work Quick Summary on Proposals report gives a list of ‘unbilled’ work on proposals within a selected date range.
It’s useful to check the value of time and cost spent on proposals.
This report includes many of the same filters and features used for managing billable WIP, and can be accessed from the same screen. It’s used to compare and manage current proposals by filtering and grouping data by office, client manager, and project managers.
Getting started with your invoicing normally starts with a few reports to see who you are invoicing and for how much. This can then be checked with job (project) managers to confirm they are ready to invoice the clients and if they are happy with the amounts.
There are two basic reports that can get you going. Unbilled Work Quick Summary and Timesheet Entries.
The Invoice Listing report is one of the staple reports of Abtrac, used throughout billing and in month end reporting.
Unlike a basic sales or invoice report from your accounting software, it shows time and cost assigned – giving you a more accurate representation of whether you need to worry about profit leakage.
Of course its limitation is that it only shows time and cost that has been assigned and/or recovered to the invoices listed. If your office also creates write off invoices, it will show a more complete picture.
And for true revenue analysis after the fact, it is often handy to look at the Invoice Listing Report in conjunction with unbilled work and write offs to get a complete picture.