The Top Clients by Amount Invoiced report gives a list of top clients in descending order with regard to the total amount invoiced between selected dates.
Top Clients by Amount Invoiced Report
Go to Reports >> Performance Reports >> Invoicing section >> click on ‘Top Clients by Amount Invoiced’ and select the required date range.
You can also optionally filter this report by Client Office and Job Owner1.
Now click on the ‘Report Options’ button and select one of the preview options. The Top Clients by Amount Invoiced Options box appears.
Select from the options and click on the preview button to preview the Top Clients by Amount Invoiced report.
Top Clients by Amount Invoiced – with project details
You can also choose to show the Job Details in the report by ticking the box in the options.
This will show the distribution of the amount invoiced between the selected dates within the various jobs of the clients.
Understanding the data
The Top Clients by Amount Invoiced report shows the following information –
- Time Value
- Disbursement Value
- WIP Total Value and
- Amount Invoiced
Time Value
The time value is the total time spent for all timesheet lines for invoices between the selected dates. This includes committed and uncommitted timesheets. Time includes time assigned to invoices. The figures here will correlate to those in an Invoices by Client report for the same period, or from data in the Assigned Time and Disbursements report.
Disbursement Value
The disbursement value is the total of office disbursements and employee disbursements for invoices between the selected dates. The figures here will correlate to those from data in the Assigned Time and Disbursements report.
WIP Total Value
The WIP total value refers to the total of the time and disbursement values for invoices between the selected dates.
Amount Invoiced
The amount invoiced is the total value of invoices (excluding tax) for the selected dates.
This includes committed and uncommitted invoices. The figures here will correlate to those in an Invoice Listing report, or from data in the Load Invoice screen for the same period (to reconcile you’ll need to ensure you are reporting on all invoices, not just committed invoices).
If you are running this report including project details, sometimes the amount invoiced by projects may vary, especially if you are assigning time for more than one project per invoice. In that case, you will need to run an invoice report by project to get the numbers the same.
Abtrac KB# 2148