Report/Bill Layout Customization

I am trying to figure out how to unbold professional services and previous balance on the bill layout. Instead I would like to bold the total balance due and make it slightly bigger.

Is it possible to create a report that has each timekeepers billable hours per month, their monthly collections, and have an annual total of both?

Any help would be appreciated. Thanks in advance! 

Parents
  • The wording in the bill layout is controlled under layout - font styles. Some  changes are easier than others.

    I think For professional services is part of Section Titles or Total Charges. Total balance due would be Balance Due text and Balance Due Charges.

    For reports you can get timekeepers billable hours per month from Reports - Slips - Monthly Slip Totals. Subtotal by Timekeeper. (Note I refer to the default locations for the report. You may have moved it or removed it in which case you can add it by click on the + within reports and choosing to add a standard report). You will not be able to see 12 months on the screen or printer but you can send to excel and then see it there.

    Under Timekeeper there is a timekeeper collections by period report.

    Note that collections are based on AR date and billings are based on Slip date so they don't directly correlate.

    You can also look at the Timekeeper contributions and collections report but that can not be sorted and subtotaled by date range.

Reply
  • The wording in the bill layout is controlled under layout - font styles. Some  changes are easier than others.

    I think For professional services is part of Section Titles or Total Charges. Total balance due would be Balance Due text and Balance Due Charges.

    For reports you can get timekeepers billable hours per month from Reports - Slips - Monthly Slip Totals. Subtotal by Timekeeper. (Note I refer to the default locations for the report. You may have moved it or removed it in which case you can add it by click on the + within reports and choosing to add a standard report). You will not be able to see 12 months on the screen or printer but you can send to excel and then see it there.

    Under Timekeeper there is a timekeeper collections by period report.

    Note that collections are based on AR date and billings are based on Slip date so they don't directly correlate.

    You can also look at the Timekeeper contributions and collections report but that can not be sorted and subtotaled by date range.

Children
  • in reply to Caren2
    Thank you for the reply. I appreciate your assistance. I was able to fix the font styles thanks to your response.

    Would it be possible to recreate a report such as this one? http://i.imgur.com/MyfbC9L.jpg

    If not, would I be able to split it into no more than two reports (one for billable hours - current month and ytd, and one for receivables - current month and ytd).

    I think you may have answered the question about splitting them into two reports. I will attempt what you mentioned regarding the Monthly Slip Totals and Timekeeper contributions on Monday when I return to the office. If possible, further advice would be appreciated.