A.B. Sims - Analyzing with BMS

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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.

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:

Hrs Worked	Total hours on billing items without regard to Charge Status or adjustments.
Billable	Total hours on billing items that have a Charge Status of "Billable" or "No Charge."
Non-Billable	Hours for billing items with a Charge Status of "Do Not Bill."
Productivity %	Billable divided by Hrs. Worked

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.