Welcome to our support guide for the Chargeable vs. Non-Chargeable by Staff report. This report is designed to give you clear insights into how your team’s time is allocated between billable and non-billable activities. Here’s everything you need to know to make the most of this powerful tool.
What is the Chargeable vs. Non-Chargeable by Staff Report?
This report provides a detailed breakdown of time recorded by each staff member, distinguishing between:
- Chargeable Time: Time spent on activities billable to clients, calculated using the hourly rate entered in each individual time log.
- Non-Chargeable Time: Time spent on non-billable activities such as internal meetings, training, or administrative work, calculated using the Hourly Chargeable Rate assigned to each staff member.
- Total Time: The combination of both chargeable and non-chargeable time.
This helps ensure accurate invoicing of billable hours while keeping track of important internal contributions.
Key Features
- Summary View: Displays total time and corresponding monetary values for a quick overview.
- Expandable Rows: Drill down into each staff member’s details for a second-level breakdown by time type, including any customised time categories specific to your practice.
- Wide Filtering Options: Tailor the report to focus on the most relevant data for your needs.
- Report Highlight Section: Quickly review high-level totals before exploring details, speeding up your review process.
- Save Report Function: Save your customised reports to access them easily in the future without reapplying filters.
- Exportable Reports: Export and save reports for offline access, sharing, or auditing purposes.
How to Use the Report
- Access the Report: Navigate to the Chargeable vs. Non-Chargeable by Staff report within your Insights Module.
- Apply Filters: Use the filtering options to select date ranges, specific staff members, or customised time categories.
- Review Summary: Check the highlight section for an immediate overview of chargeable and non-chargeable time totals.
- Drill Down for Details: Click on any staff member to see a detailed breakdown of their recorded time types.
- Save and Export: Save your report views for consistency and export reports to share with your team or for record-keeping.
Benefits of This Report
- Improved Planning: Understand where time is spent across your practice to optimise resources.
- Enhanced Time Management: Identify areas to increase billable hours and manage non-billable activities efficiently.
- Accurate Reporting: Gain confidence in your client billing with precise tracking of billable time.
FAQs: Chargeable vs. Non-Chargeable by Staff Report
- What does "Chargeable Time" mean?
Chargeable Time refers to hours logged by staff that are billable to clients. These are activities directly invoiced, calculated using the hourly rate entered in each time log. - What is considered "Non-Chargeable Time"?
Non-Chargeable Time includes activities not billed to clients, such as internal meetings, training sessions, or administrative tasks. It is calculated using an assigned hourly rate for each staff member. - How is Total Time calculated?
Total Time is the sum of both Chargeable and Non-Chargeable time recorded by staff members. - Can I see detailed breakdowns per staff member?
Yes, the report lets you expand each staff member’s entry to view a second-level breakdown by time type, including any custom-defined categories specific to your practice. - Can I filter the report by date or staff member?
Absolutely. The report includes wide filtering options, allowing you to tailor the data based on date ranges, specific staff members, or particular time types. - Is it possible to save my customised report views?
Yes, you can save your report settings and filters for quick access to consistent data in the future. - Can I export the report?
Yes, reports are exportable for offline use, sharing, or auditing purposes. - How does this report help my practice?
It improves planning and time management by showing exactly how time is allocated, helps ensure accurate client billing, and supports internal analysis of non-billable activities. - Who should I contact if I need assistance?
For any questions or support, please reach out to our support team, who will be happy to help you use this report effectively.