Create a Time Analysis Report at Cost Rate

For tax purposes, you can create a Time Analysis report at Cost Rate to track the value of your work in progress (WIP). This report assumes you have set up cost rates for each of your staff. You can find and modify the cost rate on a staff member’s profile on the Rates tab.

To create a Time Analysis report at Cost Rate:

  1. On the ribbon, click Document | New.
  2. In the New Document dialog, select Automatic Document and click OK.
  3. In the Automatic Document Properties dialog, click the General tab.
  4. In the Document Type list, select Time Analysis. The document’s number and name populate automatically. You can modify these settings if required.
  5. In the Format list, select Cost Rate.
  6. In the Settings group, deselect User Profile. Click OK.

The report is added to the Document Manager. Open the report to view a list of staff and their WIP hours and rates. When you add new WIP hours, they will automatically add to this report.

Comments and suggestions about this article and our software are greatly appreciated. As a user of our products, you are in a unique position to provide ideas that have an impact on future releases of this and other products.

Before contacting Technical Support, please consult the online Help and any other documentation included with this package as your first source to solve the problem.

If you require additional assistance, you can contact CaseWare® Technical Support by contacting your nearest CaseWare distributor.

When you contact CaseWare® Technical Support, you should be at your computer and have your documentation at hand. Be prepared to provide the following information:

  1. Your Client Number.
  2. The product version number, found by clicking the Help menu and selecting About.
  3. The type of computer hardware you are using.
  4. The software version number of MS-Windows.
  5. The exact wording of any messages that appear on your screen.
  6. A description of what happened and what you were doing when the problem occurred.
  7. A description of how you tried to solve the problem.

CaseWare Support

NORTH AMERICA

Email: support@caseware.com

Phone: 416-867-9504

GLOBAL

Find your local distributor

Copyright ©2017 CaseWare International Inc

| Visit us: www.caseware.com | Share your feedback with Google Moderator |


Follow us     



Legal