Available in Sage 50 Premium Accounting and higher.

Modify a Customer Time and Billing Report

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

ClosedCustomer Time and Billing Summary
  1. In the Home window open the Report Centre. Select Time & Billing, Billing, and then Customer 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 customers.
  5. Select the customers you want to include in the report. Click Select All to report on all customers in the list.
  6. (Optional) Select Show foreign amounts.
  7. Select the activities to include in the report, Invoiced, Uninvoiced, or both.
  8. Select the Categories to report:
    1. Activities
    2. Employees, or Employees/Contractors (Sage 50 Quantum Accounting)
    3. Activities and Employees, or Activities and Employees/Contractors (Sage 50 Quantum Accounting)

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

  9. (Optional) Click Categories if you only want specific types of activities, employees, or contractors (Sage 50 Quantum Accounting) to be reported.
  10. (Optional) Customize the:
    1. Columns that appear in the report
    2. Printer settings for the report
    3. Fonts in the report
  11. (Optional) Save the report as a template in My Reports.
  12. Click OK to display the report.
ClosedCustomer Time and Billing Detail
  1. In the Home window open the Report Centre. Select Time & Billing, Billing, and then Customer 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 customers.
  5. Select the customers you want to include in the report. Click Select All to report on all customers in the list.
  6. (Optional) Select Show foreign amounts.
  7. Select the activities to include in the report, Invoiced, Uninvoiced, or both.
  8. Select the Categories to report:
    1. Activities
    2. Employees, or Employees/Contractors (Sage 50 Quantum Accounting)
    3. Activities and Employees, or Activities and Employees/Contractors (Sage 50 Quantum Accounting)
  9. If you select Activities and Employees, or Activities and Employees/Contractors (Sage 50 Quantum Accounting), you may want to determine how this information is grouped by selecting either Date, Activity, or Employee/Contractor.
  10. (Optional) Click Categories if you only want specific types of activities, employees, or contractors (Sage 50 Quantum Accounting) to be reported.
  11. (Optional) Customize the:
    1. Columns that appear in the report
    2. Printer settings for the report
    3. Fonts in the report
  12. (Optional) Save the report as a template in My Reports.
  13. Click OK to display the report.

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Published: June 21, 2016
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