What types of entries to
include
The options in this section of the Report Setup dialog affect what
types of entries TimeCache includes in the report. These options
are found on the What to include panel
of the Report Setup dialog.
Expense/Time/Invoiced entries/Billing retainer
entries/Items applied to retainer: These checkboxes let you
refine the types of entries to include in your report. Be sure to
check at least one of these options. TimeCache includes any entries
that meet these criteria, the date or date range you enter, and the
choice of marked or unmarked entries (see below). Note that
Invoiced entries tells TimeCache to
include invoiced Job Sheet entries in the report. To include
entries that TimeCache adds to Job Sheets after creating Invoices,
see the next item.
If you are working on a retainer and have been using TimeCache's
support for retainer billing, you will
want to check Billing retainer entries
and Items applied to retainer. The
former includes all entries whose billing category have been
specified as a Retainer. The latter shows all entries that have
been assigned to a retainer, essentially the work your client has
retained you to perform. Note that if you check Items applied to retainer, TimeCache shows all
items applied to a retainer, regardless of whether they are time or
expense entries — even if Time entries
or Expense entries is unchecked.
Invoices: Tells TimeCache to include
invoice listings in the report. These are entries that TimeCache
automatically generates when you create an
invoice from the Invoice panel. The totals for any invoices
included in a report are deducted from the project/matter subtotal,
the client subtotal (if included), and the report total.
Marked/Unmarked: These checkboxes let
you pick whether to include entries that are Marked or Unmarked on
their Job Sheets. You must check at least one of these boxes or
TimeCache will not be able to find any entries for the report (as
every entry is either marked or unmarked).
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