Viewing Billing Analysis Documents
Use the Billing Analysis documents to analyze the profitability of each staff member. This report outlines the work performed by each staff member and how much of it was billed out. Based on this billed time, the staff member's effective rate is calculated. For example, if Joseph Caulderon performed $100 of work, but was able to recover just $50 in the form of an invoice to the client, his effective rate decreases.
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. A carry forward adjustment line and a billed carry forward line are included.
The staff billing analysis document includes subtotals of non-staff billed entries.
- Creating an Automatic Document
- New Automatic Document dialog
- Automatic Document Formats List
- Automatic Document Settings Properties
- Viewing a Billing Analysis document
- Examples of how to calculate write up or write-down amounts and carry forward amounts
- Expense costing
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.
CaseWare Support
NORTH AMERICA
Email: support@caseware.com
Phone: 416-867-9504
GLOBAL
Copyright ©2017 CaseWare International Inc
| Visit us: www.caseware.com
Follow us
