Available in Sage 50 Premium Accounting and higher.

Modify an Activity Time and Billing Report

Select the Activity Time and Billing report you want to modify:

ClosedActivity Time and Billing Summary (Billing)
  1. In the Home window open the Report Centre. Select Time & Billing, Billing, and then Activity Time and Billing Summary. Click Modify this report.
  2. (Optional) Select the Template you want to use for the report.
  3. Enter Start and Finish dates for the report.
  4. (Optional) Select Include inactive activities.
  5. Select the activities you want to include in the report. Click Select All to report on all activities in the list.
  6. Select the activities to include in the report, Invoiced, Uninvoiced, or both.
  7. Select the Categories to report:

    8. (Optional) If you select Customers and Employees, or Customers and Employees/Contractors (Sage 50 Quantum Accounting), you may want to determine how this information is grouped by selecting either Customer or Employee/Contractor.

  8. (Optional) Click Categories if you only want specific customers, types of employees, or contractors (Sage 50 Quantum Accounting) to be reported.
  9. (Optional) Customize the:
  10. (Optional) Save the report as a template in My Reports.
  11. Click OK to display the report.
ClosedActivity Time and Billing Detail (Billing)
  1. In the Home window open the Report Centre. Select Time & Billing, Billing, and then Activity Time and Billing Detail. Click Modify this report.
  2. (Optional) Select the Template you want to use for the report.
  3. Enter Start and Finish dates for the report.
  4. (Optional) Select Include inactive activities.
  5. Select the activities you want to include in the report. Click Select All to report on all activities in the list.
  6. Select the activities to include in the report, Invoiced, Uninvoiced, or both.
  7. Select the Categories to report:
  8. If you select Customers and Employees, or Customers and Employees/Contractors (Sage 50 Quantum Accounting), select how you want this information to be grouped.
  9. (Optional) Click Categories if you only want specific customers, types of employees, or contractors (Sage 50 Quantum Accounting) to be reported.
  10. (Optional) Customize the:
  11. (Optional) Save the report as a template in My Reports.
  12. Click OK to display the report.
ClosedActivity Time and Billing Summary (Payroll)
  1. In the Home window open the Report Centre. Select Time & Billing, Payroll, and then Activity Time and Billing Summary. Click Modify this report.
  2. (Optional) Select the Template you want to use for the report.
  3. Enter Start and Finish dates for the report.
  4. (Optional) Select Include inactive activities.
  5. Select the activities you want to include in the report. Click Select All to report on all activities in the list.
  6. Select the type of activities to include in the report, Paid to Employees, Not paid to employees, or Non-payroll activities.
  7. Select the Categories to report:
    • Customers
    • Employees
    • Incomes
    • Customers and Employees
    • Customers and Incomes
    • Employees and Incomes

      • (Optional) If you select a multiple category group (for example, Customers and Incomes), select the category that activities should be grouped by.

  8. (Optional) Click Categories.
  9. (Optional) Customize the:
  10. (Optional) Save the report as a template in My Reports.
  11. Click OK to display the report.
ClosedActivity Time and Billing Detail (Payroll)
  1. In the Home window open the Report Centre. Select Time & Billing, Payroll, and then Activity Time and Billing Detail. Click Modify this report.
  2. (Optional) Select the Template you want to use for the report.
  3. Enter Start and Finish dates for the report.
  4. (Optional) Select Include inactive activities.
  5. Select the activities you want to include in the report. Click Select All to report on all activities in the list.
  6. Select the activities to include in the report, Paid to Employees, Not paid to employees, or Non-payroll activities.
  7. Select the Categories to report:
    • Customers
    • Employees
    • Incomes
    • Customers and Employees
    • Customers and Incomes
    • Employees and Incomes
  8. Select the category that activities should be grouped by.
  9. (Optional) Click Categories.
  10. (Optional) Customize the:
  11. (Optional) Save the report as a template in My Reports.
  12. Click OK to display the report.

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Published: June 21, 2016
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