Availability
Overview
Time logs are used for generating billing reports, which can then be printed out and mailed or emailed to your customer. In doing so, you have some options. You can pull up either invoiced or approved time logs, or both.
In this article
Note
Make sure that the rates, e.g. resource hourly rate, used to calculate the amounts on the report are not equal to zero.
Running billing report
To generate a billing report:
- Go to Reports > Common > Billing report.
- Select a customer (optional) and project.
- Select a date range in the "Range" field.
- Select an option from the "Invoiced" drop-down list (available options: All, Invoiced, Not Invoiced).
- Select an option from the "Approved time entries" dropdown list (available options: All, Approved, Not approved).
- Specify a tax rate for the "Tax" checkbox after selecting it, if appropriate.
- Select the "Group by activities" if appropriate.
- Click "Run" to run the report.
- Optional: Click the "Mark entries as invoiced" button. As a result, the time logs appearing on the report will be marked as "Invoiced" in Time logs.
Note
You can export a billing report to one of the available popular formats, including PDF and Excel. See Billing report for details.
Warning
You must have the "Access billing information" permission available to your access level to be able to handle billing information.