Available in Sage 50 Quantum Accounting and higher.

Closed

Modify a Contractor Time and Expense Report

Select the Contractor Time and Expense report you want to modify:

ClosedContractor Time and Expense Summary

  1. In the Home window open the Report Centre. Select Time & Billing, Purchases, and then Contractor Time and Expense 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 contractors.
  5. Select the contractors you want to include in the report, or click Select All to report on all contractors in the list.
  6. Select one or both types of activities to report:
    • Invoiced by Contractors. These activities have been recorded on a purchase invoice.
    • Not Invoiced by Contractors. You have not received or recorded a purchase invoice against these activities.
  7. 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.
  8. (Optional) Click Categories if you only want specific activities or customers to be reported.
  9. (Optional) Customize the:
  10. (Optional) Save the report as a template in My Reports.
  11. Click OK to display the report.

ClosedContractor Time and Expense Detail

  1. In the Home window open the Report Centre. Select Time & Billing, Purchases, and then Contractor Time and Expense 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 contractors.
  5. Select the contractors you want to include in the report, or click Select All to report on all contractors in the list.
  6. Select one or both types of activities to report:
    • Invoiced by Contractors. These activities have been recorded on a purchase invoice.
    • Not Invoiced by Contractors. You have not received or recorded a purchase invoice against these activities.
  7. 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.
  8. (Optional) Click Categories if you only want specific activities or customers to be reported..
  9. (Optional) Customize the:
  10. (Optional) Save the report as a template in My Reports.
  11. Click OK to display the report.

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