It's that time of year again when so many of you want to run Timeslips reports to show:
- How many hours did each timekeeper record in Timeslips this year
- How much did each timekeeper bill in Timeslips this year
- How much was actually collected for each Timekeeper
One of the most common issues I see when people are running Timeslips reports is selecting the right criteria for the report. One of the primary issues is the difference between the time that timekeepers have entered in Timeslips and the time that timekeepers have billed Timeslips.
- If you select Slip Transaction Date as part of your Timeslips selection criteria, it will report on the amount of time/slip value that the timekeeper entered in Timeslips for the selected period. This does note mean that the time was billed during this period; only recorded.
- If you select Slip Billed on Invoice Date as part of your Timeslips selection criteria, you will get a report on the amount of time/slip value that was actually billed during the date range you selected, regardless of when the slip was actually entered in Timeslips.
Each of these are very different reports. The common mistake I see most frequently is that people use the Slip Transaction Date instead of the Slip Billed on Invoice Date in the Timeslips report criteria selection when they want to find out how much was actually billed during a specific time period.
If you learn the distinction between these two Timeslips criteria options, you will find it much easier to produce accurate information from your Timeslips reports.
Happy New Year!