Available in Sage 50 Premium Accounting and higher.
Modify an Income Time and Billing Report
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Select the Income Time and Billing report that you want to modify:
Income Time and Billing Summary
(Billing)
- In the Home window open the Report Centre. Select Time & Billing, Payroll, and then Income 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 the income you want to include in the report. Click Select All to report on all incomes in the list.
- Select the activities to include in the report, Invoiced, Uninvoiced, or both.
- Select the Categories to report:
- Activities
- Customers
- Employees
- Activities and Customers
- Activities and Employees
- Customers and Employees
- (Optional) If you selected multiple categories in step 6, select which category the activities should be grouped by.
- (Optional) Click Categories.
- (Optional) Customize the:
- (Optional) Save the report as a template in My Reports.
- Click OK to display the report.
Income Time and Billing Detail
(Billing)
- In the Home window open the Report Centre. Select Time & Billing, Payroll, and then Income 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 the income you want to include in the report. Click Select All to report on all incomes in the list.
- Select the activities to include in the report, Invoiced, Uninvoiced, or both.
- Select the Categories to report:
- Activities
- Customers
- Employees
- Activities and Customers
- Activities and Employees
- Customers and Employees
- (Optional) If you selected multiple categories in step 6, select which category the activities should be grouped by. You can also group them by Date.
- (Optional) Click Categories.
- (Optional) Customize the:
- (Optional) Save the report as a template in My Reports.
- Click OK to display the report.