Available in Sage 50 Premium Accounting and higher.
Modify a Time Slip Allocations by Project Report
Before you can perform this task
You must have access rights to Reports for Transactions in the Time & Billing security option.
Select the Time Slip Allocation report you want to modify:
Time Slip Allocations by Employee
Summary
- In the Home window, open the Report Centre. Select Time and Billing, Projects, and then Allocations by Project Summary. Click Modify this report.
- (Optional) Select the Template you want to use for the report.
- Enter Start and Finish dates for the report
- (Optional) Select Include inactive projects.
- Select the projects to include on the report. Click Select All to report on all projects in the list.
- (Optional) Select Include inactive records.
- Select the Job category to include in the report. Select <None>, to list only employees not currently assigned to a job category. Select <All T&B Categories> to list all employees.
- Select Show Employees.
- Select the employees you want to include in the report. Click Select All to report on all employees in the list.
- (Optional) Customize the:
- (Optional) Save the report as a template in My Reports.
- Click OK to display the report.
Time Slip Allocations by Employee
Detail
- In the Home window, open the Report Centre. Select Time and Billing, Projects, and then Allocations by Project Detail. Click Modify this report.
- (Optional) Select the Template you want to use for the report.
- Enter Start and Finish dates for the report
- (Optional) Select Include inactive projects.
- Select the projects to include on the report. Click Select All to report on all projects in the list.
- (Optional) Select Include inactive records.
- Select the Job category to include in the report. Select <None>, to list only employees not currently assigned to a job category. Select <All T&B Categories> to list all employees.
- Select Show Employees.
- Select the employees you want to include in the report. Click Select All to report on all employees in the list.
- (Optional) Customize the:
- (Optional) Save the report as a template in My Reports.
- Click OK to display the report.
Time Slip Allocations by Contractor
Summary (Sage 50 Quantum Accounting)
- In the Home window, open the Report Centre. Select Time and Billing, Projects, and then Allocations by Project Summary. Click Modify this report.
- (Optional) Select the Template you want to use for the report.
- Enter Start and Finish dates for the report
- (Optional) Select Include inactive projects.
- Select the projects to include on the report. Click Select All to report on all projects in the list.
- (Optional) Select Include inactive records.
- Select Show Contractors.
- Select the contractors you want to include in the report. Click Select All to report on all contractors in the list.
- (Optional) Customize the:
- (Optional) Save the report as a template in My Reports.
- Click OK to display the report.
Time Slip Allocations by Contractor Detail (Sage 50 Quantum Accounting)
- In the Home window, open the Report Centre. Select Time and Billing, Projects, and then Allocations by Project Detail. Click Modify this report.
- (Optional) Select the Template you want to use for the report.
- Enter Start and Finish dates for the report
- (Optional) Select Include inactive projects.
- Select the projects to include on the report. Click Select All to report on all projects in the list.
- (Optional) Select Include inactive records.
- Select Show Contractors.
- Select the contractors you want to include in the report. Click Select All to report on all contractors in the list.
- (Optional) Customize the:
- (Optional) Save the report as a template in My Reports.
- Click OK to display the report.
Note: You can generate reports for both employees and contractors by selecting both Show Employees and Show Contractors in the Report Options.