Project Billing Report

This report shows the total hours and expenses that were charged to a project's organization as well as the project, project type, tasks, and bill rate.

Note: You cannot generate an invoice from Unanet, but rather a Billing Report. Generating an invoice is terminology that implies an accounting transaction to record revenue. Even if you generate Billing Reports as the supporting documentation for an invoice you always must send / enter the transaction to the financial system.

Displayed below is the query screen:

Project Organization: shows all Organizations that each project belongs to. This is the second field on the Project page when you assign the Project to an Organization.

Project: use this criteria if you want to search for one or more Projects when you know its Organization Code and Project Code (The first field of the Project).

Person: all People that assigned to the Projects are showed here.

Project Type: use this selection if you want to search only the time that Timesheet users charged to each Project Type.

Content: Choose what type of data to view on the report. By default, Time is selected.

Time only : By selecting this option, the result will show the Organization, Project, Task, Person, Project Type, Hours worked, Bill Rate, and if the Project Type is defined as billable, the Amount column will show the total amount, otherwise it will show zero(0).
Expense only : By selecting this option, the result will show the Organization, Project, Task, Person, Project Type, expense amount, and if the Project Type is defined as billable, the Total Amount column will show the total amount, otherwise it will show zero(0).
Both Time and Expense: By selecting this option, the result will show the Organization, Project, Task, Person, Project Type, Hours worked, Bill Rate, Time/Expense/Total Amount. If the Project Type is defined as billable, the Time Amount, Expense Amount and Total Amount column will show the amount, otherwise they will show zero(0).

Date Range: The range you would like to view data for.

Sort and Sub-Total By: if you do not select any option, by default, the first selection is selected.

Bill Rate Dilution: choose whether or not to show diluted bill rates. See Unanet Dilution for more details.

Adjustments: This field defines which adjustments to the time sheet will be reflected in the report. If "No Adjustments" option is selected, all adjustments will be excluded from the report. If "Adjustments using Posted Date within Range" option is selected, only those adjustments that have Post Date within the specified date range will be included in the report. If "Adjustments using Worked Date within Range" option is selected, all adjustments that were applied to the specified date range will be included in the report. "Adjustments using Posted Date within Range" option is selected by default. Click here to see Time Adjustment Posted Date.

Expenses: use this selection criteria to define which expense items will be included in the report -

all expenses that were incurred in the report date range OR
all expenses that were included in the expense vouchers that were completed in the report date range

Note: If your administrator has setup the reports to display company logo, the report will have an extra field appended to the form. Click here for an example. If your administrator has setup the reports to be able to display different company logos, then the report will look a little different with 2 extra fields appended to the form. Click here for an example.

Sort and Sub-Total-By criteria:

When only Time is selected

If you do not select any option on Sort and Sub-Total By, you will see a similar result screen displayed below:

If the second option is selected:

If the third option is selected:

When only Expense is selected

If you select the first option or not select any, the similar result screen will be displayed:

If you select the second option:

If you select the third option:

When both Time and Expense are selected

If the first option or none of them is selected, the similar screen will be displayed:

If the second Sort and Sub-Total By option is selected:

If the third Sort and Sub-Total By option is selected:

Adjustments criteria:

No Adjustments:

Adjustments using Posted Date within Range:

Adjustments with Dates within Range:

Note: this result is the same as No Adjustment option since there is no Time Adjustment has been made to any time transaction within this Date Range (1/1/2000 - 1/31/2000).

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