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Rinnai Hansen
Beginner
Rinnai HansenBeginner
asked in Ask a Peer

How to run a report for client time tracking

Hello! I am hoping someone may be able to help me. I have tried finding this myself and I can not find an ‘easy’ solution. We are a fixed fee firm, however, we do have a handful of clients on an hourly rate agreement that require manual invoicing each month. We have an external billing software we use, and don’t wish to move to Karbon billing. Before Karbon, we previously used XPM for our timesheet tracking, and based of these timesheet entries, I could easily pull a standard monthly report in XPM to show - the total time entered per client, over particular dates, for multiple clients. Now that we are using Karbon timesheets, and it has come time to do EOM billing, I am struggling to find the equivalent report for this in Karbon. I just need to be able to see all clients at once, the actual time/hours spent on their work (regardless of work status ie completed or WIP), and during a set date period (not for just the month or March, or the last week etc). Is this possible?Thank you in ad

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Rinnai Hansen
Beginner
1 month ago

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