Time/cost report or export to excel

in Invoices when I add time/cost it opens in a window with Times and rates columns, then has the amount when they are multiplied. The rates are applied for the particular date - later dates may have higher rates.

Is there a report where I can get the same information or is there a way of exporting the info to excel.

Attached is a screen shot of the time/cost window and a second when imported to the invoice.

I'd prefer to get the information prior to invoicing

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Comments

Acctd4

Hi @Andrew_8026801

Which version of Reckon Accounts are you using ? Check if you have the Billing Rate Levels & Price Levels features (From memory, these features are included in Premier & Enterprise but not in the Accounting or Plus versions)

Andrew_8026801

Hi Shaz

Thanks for reply

I have latest version or Reckon desktop premier, set up as consultant and doing payroll. We import employee times from Reckon Timer Pro.

Do not use billing rates or price levels. As per the images I posted originally, I was wondering if I can either export information to excel or do a report that has times.

What I'm trying to achieve is to have a report with the times of the employees multiplied by the chargeout rates at the rate that was current when work was undertaken.

I use Items to apply chargeout rates.

Reeta

Hi @Andrew_8026801 ,

Thank you for reaching out.

To get time-related reports, just go to the Reports menu, select Jobs, Time & Mileage, and then click on Time by Name.

This report breaks down how much time each employee or subcontractor spent on different jobs. You'll see a list of customers or jobs that each worker clocked time for.

If you want to go deeper into any specific time entry, just double-click on it for more details.

Hope this helps.

If you need any further assistance please do not hesitate to reach out to us.

Kind regards,

Reeta

Andrew_8026801

Hi Reeta

Thanks for reply, but its not what I'm looking for. I have tried all the reports you nominated.

What I need is a report or setup with a report that shows the time for each employee multiplied by the charge-out rate. As the charge rate changes periodically, I need the rate to follow the date the time was undertaken

Eg. I do say 15 hours in a particular month and then I do another 26 hours on same job/client a few months later. The charge out rate may have changed in the intermediate time. When I do an invoice it shows the time multiplied by the rate and sums to a total. Can I get that information without doing the invoice?

The info in the attached image is exactly what I need in a report

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Acctd4

Hi @Andrew_8026801

It looks like you're wanting to see the Billable Costs ?

Yes, these are definitely reportable! 😊

By default, this will display Unbilled costs by Customer:Job, however - like most RA/RAH reports - this can be customised! Just add in the Qty & Sales Price Columns:

On the Filters tab, you can also choose to show all costs (Any) or a specified Billing Status only:

You could also filter here to just display one or multiple specific Customers/Jobs too, under the Name filter😊

USEFUL TIP: Once you have it displaying exactly how you'd like, Memorise &/or add it to your Icon Bar if it's a report you like to view regularly. That way, you don't have to Modify it extensively from scratch each time!

Acctd4

What list did you set up those particular rates in ?

Andrew_8026801

Hi Shaz,

Thanks for your reply, but not exactly what I am after in report.

I am hoping for a report that takes each time (Duration) for each employee and multiplies by the Sale Price (Rate)

The difficultly in getting my idea across is that Reckon used different headings for same thing in different screens.

If my screen shots are viewed, the first has Hours x Rates and the second has Rate x Qty. Both are the same and what I am looking for, but I cannot seem to find a report that has the information - it seems to only be available in the invoice.

If I go to Time reports, there is no filter or display to use Rates and if I go to Project Costs, those reports use the "cost" rather than the "charge-out" rates.

Andrew_8026801

Clarification

I am hoping for a report that takes the Price from the Item List that I have set up, and multiply by the hours an employee lodges.

Andrew_8026801

Hi Shaz,

Thanks again for reply.

Your suggestion is close but not what I am wanting.

I am hoping for a report similar to the unbilled costs report but instead of Qty x Sale price, I am looking for employee time (Duration) x Sale Price or in invoice screen its Rate x Qty or (Rate x Hours in Add Time/Cost screen - Reckon uses different headings in different screens)

I have my staff charge-out rates in Items list and we use Timer Pro to record the staff times then import into Reckon. The charge-out rates (Price) change periodically and I was hoping Reckon can generate a report that takes the times (Duration in job time report) multiplied by the Price - with the price being the amount used when work was undertaken.

As I said, this is done in the invoice screen, yet i cannot seem to find a report that has this information.

I realise I can export times to excel, but it is a tedious task to apply the correct charge-out rate (sale price) to each staff member and at each date.

Acctd4

HI @Andrew_8026801 The Unbilled Costs by Job report appears to be displaying the employee hours x their (payroll) hourly rate:

I'm a bit confused as to where your variable rate is located ? Specifically, is this an Item price you're referring to or have you set it in the individual employee's Billing Rate Level (or somewhere else) ?