Available in Sage 50 Quantum Accounting and higher.
Modify a Contractor Time and Billing Report
Select the Contractor Time and Billing report you want to modify:
Contractor Time and Billing Summary
- In the Home window open the Report Centre. Select Time & Billing, Billing, and then Employee/Contractor Time and Billing Summary. Click Modify this report.
- (Optional) Select the Template you want to use for the report.
- Enter Start and Finish dates for the report.
- Select Show Contractors.
If you want to display employee information in the report as well, select Show Employees, and select a job category if needed.
- (Optional) Select Include inactive records.
- Select the contractors you want to include in the report, or click Select
All to report on all contractors in the list.
If you had selected Show Employees in step 4, select the employees you want to include in the report.
- Select the activities to include in the report, Invoiced, Un-Invoiced, or both.
- Select the Categories to report:
- Activities
- Customers
- Activities and Customers If you select Activities and Customers, you may want to determine how this information is displayed by selecting either Group By Activity or Group By Customer.
- (Optional) Click Categories if you only want specific types of activities or customers to be reported.
- (Optional) Customize the:
- (Optional) Save the report as a template in My Reports.
- Click OK to display the report.
Contractor Time and Billing Detail
- In the Home window open the Report Centre. Select Time & Billing, Billing, and then Employee/Contractor Time and Billing Detail. Click Modify this report.
- (Optional) Select the Template you want to use for the report.
- Enter Start and Finish dates for the report.
- Select Show Contractors.
If you want to display employee information in the report as well, select Show Employees, and select a job category if needed.
- (Optional) Select Include inactive records.
- Select the contractors you want to include in the report, or click Select
All to report on all contractors in the list.
If you had selected Show Employees in step 4, select the employees you want to include in the report.
- Select the activities to include in the report, Invoiced, Un-Invoiced, or both.
- Select the Categories to report:
- Activities
- Customers
- Activities and Customers If you select Activities and Customers, you may want to determine how this information is displayed by selecting either Group By Activity, Group by Date, or Group By Customer.
- (Optional) Click Categories if you only want specific types of activities or customers to be reported..
- (Optional) Customize the:
- (Optional) Save the report as a template in My Reports.
- Click OK to display the report.
What do you want to do?
Change the presentation of this report in the report viewer
View detailed information about a specific part of this report
Search for text in this report
Open this report in Microsoft Excel
Export this report to another format