Using the Analysis Documents
Time comes equipped with six types of analysis documents to help you perform the month-end firm analysis prior to moving to the next period.
They are:
| Document Type | Description |
|---|---|
|
Time analysis documents are available at a staff and a firm level. It details the percentage of time spent on billable and non-billable time, and the effective rate for the staff member or firm. Time analysis documents are not broken down by client. |
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Expense analysis documents are available at a staff and a firm level. It details the percentage of billable and non-billable expenses, and the effective rate for the staff member or firm. Expense analysis documents are not broken down by client. |
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Billing analysis documents detail the total billed time, including the write-up/down, effective rate, cost, and profit. These documents are available by client, work order, staff, and by firm totals. |
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Invoice analysis documents provide a listing of the total amount of invoices by clients for the period specified. Tax is not included in the invoice amounts. |
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WIP analysis documents provide a detailed listing of all time, expenses, billings from WIP, and the applicable write-up/down amounts by client for the period specified. |
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Budget analysis documents detail the actual time worked by each staff member against the time budgeted and the time billed. These documents are available by detailed hours or amounts, or by summary hours or amounts. |
Examples of how to calculate write up or write-down amounts and carry forward amounts.
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:
- Your Client Number.
- The product version number, found by clicking the Help menu and selecting About.
- The type of computer hardware you are using.
- The software version number of MS-Windows.
- The exact wording of any messages that appear on your screen.
- A description of what happened and what you were doing when the problem occurred.
- A description of how you tried to solve the problem.
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