Available in Sage 50 Premium Accounting and higher.
Modify an Activity Time and Billing Report
Select the Activity Time and Billing report you want to modify:
Activity Time and Billing Summary
(Billing)
- In the Home window open the Report Centre. Select Time & Billing, Billing, and then Activity 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.
- (Optional) Select Include inactive activities.
- Select the activities you want to include in the report. Click Select All to report on all activities in the list.
- Select the activities to include in the report, Invoiced, Uninvoiced, or both.
- Select the Categories to report:
- Customers
- Employees, or Employees/Contractors
- Customers and Employees, or Customers and Employees/Contractors
- (Optional) Click
Categories if you only want specific customers, types of employees, or contractors
- (Optional) Customize the:
- (Optional) Save the report as a template in My Reports.
- Click OK to display the report.
(Optional) If you select Customers and Employees, or Customers and Employees/Contractors
Activity Time and Billing Detail
(Billing)
- In the Home window open the Report Centre. Select Time & Billing, Billing, and then Activity 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.
- (Optional) Select Include inactive activities.
- Select the activities you want to include in the report. Click Select All to report on all activities in the list.
- Select the activities to include in the report, Invoiced, Uninvoiced, or both.
- Select the Categories to report:
- Customers
- Employees, or Employees/Contractors
- Customers
and Employees, or Customers
and Employees/Contractors
- If you select Customers and Employees, or Customers and Employees/Contractors
- (Optional) Click
Categories if you only want specific customers, types of employees, or contractors
- (Optional) Customize the:
- (Optional) Save the report as a template in My Reports.
- Click OK to display the report.
Activity Time and Billing Summary
(Payroll)
- In the Home window open the Report Centre. Select Time & Billing, Payroll, and then Activity 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.
- (Optional) Select Include inactive activities.
- Select the activities you want to include in the report. Click Select All to report on all activities in the list.
- Select the type of activities to include in the report, Paid to Employees, Not paid to employees, or Non-payroll activities.
- Select the Categories to report:
- Customers
- Employees
- Incomes
- Customers and Employees
- Customers and Incomes
- Employees and Incomes
(Optional) If you select a multiple category group (for example, Customers and Incomes), select the category that 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.
Activity Time and Billing Detail
(Payroll)
- In the Home window open the Report Centre. Select Time & Billing, Payroll, and then Activity 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.
- (Optional) Select Include inactive activities.
- Select the activities you want to include in the report. Click Select All to report on all activities in the list.
- Select the activities to include in the report, Paid to Employees, Not paid to employees, or Non-payroll activities.
- Select the Categories to report:
- Customers
- Employees
- Incomes
- Customers and Employees
- Customers and Incomes
- Employees and Incomes
- Select the category that 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.
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Published: June 21, 2016
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