Timesheet Data in Detail

This report allows you to analyse your timesheets to observe trends according to different situations that you stipulate in the Report wizard.

All unbilled entries for client — Prebill reports from within the Client page > Jobs tab.

For all entries for client — Reports > WIP > WIP History by Client > All WIP Transactions by Partner report.

Billed entries for Client invoice — open the Client page > Bills tab. Go to Full Billing History, highlight bill and select the Report button.

Control Report

Displays a summary of work done and invoiced during a nominated period, including opening and closing balances for WIP. This report also lists chargeable, non chargeable and combined total hours (or time units) and dollar values for each staff member.

Client Billing Summary

Lists the total amount invoiced last year for each client, the amount invoiced YTD and the current WIP broken down by time charged and disbursements.

Client Billing Worksheet

Client code, client name, invoiced last year, YTD invoiced, YTD written off, Total WIP. Also 7 extra headings so a partner can write down information.

Aged Work in Progress

List aged WIP by client. This report can be filtered to display only the required information according to the following criteria, Employee, client, date, value of WIP and work code. Aged to 90+ only.

Recovery — Reports > Fee > Fee recovery by Client > MYOB Add - Fee Recovery by Billing Company, Partner (refer to additional report pack for this report).

Lockup — Reports > WIP & Debt > Client Summary > MYOB Client Summary by Client Partner.

Collections Report

Client code, Client name, WIP, Debtors, Lockup, Collection percentage WIP.

Employee Analysis

Reports > Employee > Employee Activity > MYOB Employee Performance Summary Report.

Timesheet Analysis

This report allows you to analyse your timesheets to observe trends according to different situations that you stipulate in the report wizard. This report displays, chargeable, non chargeable, non available time summarised for 12 months across the page,

No equivalent for 12 months across the page.

Write Off Analysis

This report allows you to analyse timesheets that have been written off.

Displays employee, written off figure for 6 months across the page.

No standard report available. Could be written via Reports > Fee > Fee recovery by Employee (fields to include would be employee name, profit/loss).

Cost Analysis

Reports > Employee > Employee Activity > MYOB Employee by Client Report.

Daily/Weekly/Monthly Summaries

No equivalent

Budget & Productivity

Reports > Employee > Employee Productivity > Employee Chargeable Budget (Including Productivity).

Employee Productivity

Reports > Employee > Employee Productivity > Employee Productivity and Recovery Report (Percentages are on available hours only).

Employees/Staff

(charge rate report)

Reports > Maintenance > Charge Rates > MYOB Add - Employee current charge rates.

Missing/Incomplete Timesheets

Lists timesheets which seem to be missing totally or are partially complete, including a summary of the timesheet date missing for each staff member.

Reports > Time > Missing Timesheet > MYOB Missing - Incomplete Timesheet Report by employee.

Word Code Description Report

Reports > Maintenance > Code > MYOB Add - Task Code Description Report.

Write Off Reasons

Reports > Fees > Debtors Invoices by Client > MYOB Add - Write off reasons per invoice.

You need to create new report grouping by Billing comment field. You can edit one of the existing reports as a starting point.

Write Off Reasons Summary

Reports > Fees > Debtors Invoices by Client > MYOB Add - Write off reasons summarised.

You need to create new report grouping by Billing comment field. You can edit one of the existing reports as a starting point.

User Defined Reports (UDR's)

(Report Writer)

Each reporting area has the functionality of creating a new report from available fields.

Fees Billed & Cost Recovery

Reports > Fees > Debtors Invoices by Client > Debtors invoices by Company - Partner ordered by Invoice Number.

Or if you want to see the recovery rate per client look at

Reports > Fees > Fee Recovery by Client > MYOB Add - Fee Recovery by Billing Company - Partner.

You need to create new report. You can edit one of the existing reports as a starting point.