If you need to track billable hours per client for a specific weekly period, our platform provides comprehensive tools that allow you to do so.
This functionality is beneficial for keeping tabs on work productivity and assessing the profitability of various projects.
If you're using XPM, our platform allows you to sync your data into your practice for streamlined management. This article will walk you through the process.
From the Work Tasks, click on the "Actual Time" tab.
Use the Date Range Selector across the top of your Actual Time page to select the specific period you want to track.
Below the date range selector, you'll see a list of all the actual time recorded by your team members.
Each row shows (in order):the user (profile picture)
the date the time was committed on
the time recorded
which client the task was for
whether the task is billable
if the task was pushed to XPM
the XPM Job ID
the XPM job task
who the task was created by
what date the task was created on
the type of work item (Task or XBert)
the title of the task/XBert
comment/s on time committed
A total summary of all the combined information is detailed across the bottom and highlighted in grey.
Use the Client Column to view the billable hours for every project and task of a specific client.
Clicking on the name of a client or process filters the tasks to the selected client or process only.
A total summary of all the combined information is detailed across the bottom and highlighted in grey.
You can export this to Excel using the Actions button in the top right corner above the Work list.
