Click on the desired tab when appears for information about that program tab.

Client Transactions Options Format Sort

The Format tab for the Task Code Billing Report includes additional options that affect the format of the report.

Include Columns

Orientation

Note: The options on the Format tab are available only if None is selected for the Export Data Format.

Include Columns

This section lets you select which columns you want included on the report. The order of the check boxes reflects the order in which the columns print on the report. Keep in mind that the more columns selected, the wider the report and the smaller the font. You may find that selecting fewer columns generates a more readable report.

The following columns can be included or excluded from the report:

Client ID *

User ID

Entry Date

Transaction Date *

Statement Date

Timekeeper*

Exp/Adv/Category

Source

Status*

Receipt Type

Check #

Ref./Memo

Sales Tax Code

Bill Code

Rate Code

Cost Type

Task Code *

Rate*

Units

Hours Worked

Hours to Bill *

Amount*

Description*

Reference Number *

 

* Indicates the field is a default field.

The Clear All button can be used to clear the check boxes for all columns.

The Select All button can be used to select the check boxes for all columns.

The Default button can be used to select the default columns specified by the software. These columns are indicated by an asterisk in the list above.

Note: The Reference Number column will not be included on the report if Archived is the only option selected under Transactions on the Options tab.

See also: Tabs3 Sample Reports

Note: The "Client" and "Timekeeper" terminology can be changed in Customization. This terminology is used on all menus, windows, and reports. However, the labels "Client" and “Timekeeper” are used in all documentation.