Staffwise Billable Amount Reporting for Cases

Modified on Tue, 28 Sep 2021 at 05:20 AM

See Also Compensation Rules/Fee Split

If you have multiple staff members (including contract staff) working on a case (project), you can easily find out different billable amounts for each staff member. This data can be useful if your staff members are paid a percentage of what they bill to clients.

To obtain a staffwise billing report, click on "Settings/Reports" -> "Staffwise Billing Report." On the righ side panel, select a specific staff or select all and select dates. Clicking on "Generate Report" will create an excel sheet. Having this report in Excel format will enable you to perform other accounting tasks on the sheet.

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