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Analyzing Staff Time with Billing Matters
Lists, Standard
Reports, Report Designer, Timesheets, Send to Excel.
There are almost endless approaches to viewing and reporting staff time with
Billing Matters.
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Billing Matters’
Standard Reports menu includes a Staff Productivity Report that shows the time
for each staff broken down by billable and non-billable. To access this report,
select Reports, Standard Reports, Staff, Productivity.
Here is a key to
the Staff Productivity report:
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Hrs Worked |
Total hours on
billing items without regard to Charge Status or adjustments. |
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Billable |
Total hours on
billing items that have a Charge Status of "Billable" or "No Charge."
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Non-Billable |
Hours for
billing items with a Charge Status of "Do Not Bill." |
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Productivity % |
Billable divided
by Hrs. Worked |
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Billing
Matters’ Profitability Report compares fees worked with their actual
billed value. This report includes an Effective Hourly rate column. The
report projects what profitability will be if the bills are actually
sent. In Billing Matters you must create and posted a bill or invoice to
actually bill time. A sample Profitability Report is shown in the next
column. Access this report from the Staff tab of Standard Reports.
Collections: To see the income generated
by each staff, use the Receipt Allocation report. You will find this
report on the Transactions tab of Standard Reports. In this sample I
filtered for Time only.
(Click for larger image)
In addition to the reports presented
here, you may also use QuickTabs and filters on the Billing list to
display the information you need and use the Send to Excel button to
send it to Excel for further analysis. You may also use the Timesheet to
view individual staff time for any given week. The Billing Matters
Report Designer lets you create custom reports. Standard Reports are not
editable, but there are free Feature Packages of editable standard
reports available. Contact me for
details on downloading and installing these Feature Packages.
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A.B. Sims, LLC 1904 Third Avenue, Suite 934, Seattle, WA 98101-1191 Phone: (206)
396-6390 Fax: (206) 577-3937 |
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Copyright 2004-2010 A.B. Sims,
LLC. All rights reserved
LexisNexis is a registered trademark of Reed Elsevier Properties Inc.,
used under license.
Time Matters is a registered trademark and Billing Matters is a
trademark of LexisNexis, a division of Reed Elsevier Inc. All rights
reserved.
Tabs3, PracticeMaster, and the “pinwheel” symbol ( ) are registered trademarks of Software
Technology, Inc.
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