Billing Summary
Provides a report for an overview of your firm’s billing performance.
Report View Options:
Firm View: All Billing Summary
Columns:
Client Partner
Billing
Billing LY
Billing Variance
Threshold meaning:
This Report will provide a recurring setup to receive Billing Summary updates at a specific time interval or period.
Billing Summary by Jobs
Provides a report to track billing performance for individual jobs
Report View Options:
Firm View: All Billing Summary by Jobs
Columns:
Client Group
Client Name
Client Partner
Client Manager
Job ID
Job Name
Job Partner
Job Manager
Job URL
Billing
Threshold meaning:
This Report will provide a recurring setup to receive Billing Summary by Jobs updates at a specific time interval or period.