The following columns can be included or excluded from the report. Select the corresponding check box if you want to include the item on the report. Clear the corresponding check box if you want to exclude the item from the report. Each item will be shown as a separate column for each specified period. Keep in mind that the more columns selected, the smaller the font will be.

Billed Hours Select this check box to include a column for Billed Hours for the specified period(s). This figure represents the Billed Hours from transactions that were billed and updated on statements with a statement date within the specified period. It is important to note that the statement date is used to determine whether the Billed Hours for the transaction is included, NOT the transaction date.
Billed Amount Select this check box to include a column for Billed Amount for the specified period(s). This figure represents the Billed Amount from transactions that were billed and updated on statements with a statement date within the specified period. It is important to note that the statement date is used to determine whether the Billed Amount for the transaction is included, NOT the transaction date. Progress Billed amounts will be shown as a separate line item when this column is selected.
Write Offs Select this check box to include a column for Write Offs for the specified period(s). This figure represents Write Offs that were performed within the specified period. It is important to note that the write off date is used to determine whether the write off is included, NOT the statement date that the write off applied to.
Receipts Select this check box to include a column for Receipts for the specified period(s). This figure represents payments that were allocated within the specified period. It is important to note that the payment allocation date is used to determine whether the receipt is included, NOT the payment transaction date. When a payment is reversed, the original payment is shown in the period in which it was allocated, whereas the reversal is shown in the period in which it was reversed. Unallocated payments and Progress Paid amounts will be shown as separate line items when this column is selected.
Effective Rate

Select this check box to include a column for Effective Rate for the specified period(s). This figure is a calculated amount based on the following formula:

(Billed Amount minus Write Offs) divided by Billed Hours = Effective Rate

 

It is not necessary for the Billed Hours, Billed Amount, and Write Off columns to be included on the report in order to include the Effective Rate column.
Uncollected

Select this check box to include a column for Uncollected amounts. This figure is a calculated amount based on the following formula:

Billed Amount minus Write Offs minus Receipts

 

The Billed Amount, Write Offs, and Receipts columns must be included on the report in order for the Uncollected column to be displayed. Selecting this check box will automatically select the required check boxes.

It is important to note that the amounts for Write Offs and Receipts are selected based on the write off date and payment allocation date being included in the specified period. These amounts are not selected based on the statements associated with the Billed Amount column. If you want to see write offs and collections that have been applied to statements within a designated period, use the Timekeeper Realization Report or Client Realization Report.

Note: Keep in mind that the Uncollected amount is calculated based on the figures included on the report for the specified period(s), whereas the Current Amount Due reflects what is currently owed regardless of the selected period. The Uncollected amount will match the Current Amount Due when all timekeepers and a period of All is specified.

Note: Amounts in the Uncollected and Receipts columns may vary when running the report by Working Timekeeper depending on whether the Include Fee Compensation Amounts check box on the Options tab is selected.

Diff.

The Diff. (Difference) check box will be available for each of the columns selected to appear on the report. When this check box is selected, a column will be included in the Period 2 section that represents the difference between Period 1 and Period 2 for the correlating item. The formula used is:

Period 1 minus Period 2

% Chg.

The % Chg. (% Change) check box will be available for each of columns selected to appear on the report. When this check box is selected, a column will be included in the Period 2 section that represents the percent changed between Period 1 and Period 2 for the correlating item. The formula used is:

Difference divided by Period 2

Note: The Diff and % Chg check boxes are only available when both Period 1 and Period 2 are defined. If only Period 1 is defined, these columns will not print (regardless of whether the check boxes are selected or not).