#BILL4TIME REPORT FILTERS HOW TO#

It includes sections for User, User Management, Client Management, Firm Settings, Billing Rates, View Balances, Receive Payments, Invoice Management, View Invoices, Resend Invoices/Balance Statements, Create/Edit Close Project, Access Project, Allow Projects assigned to this User, View Billable Hours, Time/Expenses, Enter Expenses, Override Time Entry Rates, Entries can be Excluded from Invoices, Time/Expense Entries, Scheduling, and Reporting. On the left-hand side of this window are cards that are currently on your Dashboard. This will take you to a window where you can add or remove widget (s) from your Dashboard. Once you have selected the desired filters and clicked the blue ‘Run Report’ button, there should be a User column on the far left with the permission columns you selected to the right. To configure what Dashboard cards you want to see, click the Dashboard Settings button with the gear icon in the upper right-hand corner. This report pulls up to a certain date and can be filtered by Client, Project, or Account Manager. To display only specific Permissions, uncheck any permissions you're not wanting to see. If you want to run a fast report to see the amounts due and unbilled amounts for each Project then run the Account Balance report. Flexible, affordable, and easy-to-use online invoicing makes billing and getting paid fast and painless. Effortlessly customize and generate invoices and detailed billing with terms, discounts and fees. Capture lost revenue by accurately tracking time anywhere, anytime. Task Summary Report Available for our Legal Plan subscribers, this report filters, sorts, and sub totals by Task Code. We’ve also updated the filters to make the report more accurate and easier to read. This Report will also show all the major Permissions. Create Professional,Detailed & Accurate Invoices. This report generates in a format similar to the other summary reports, with similar filter options a table layout. The Bill4Time product team releases new and enhanced features, system improvements, and bug fixes several times per week.

#BILL4TIME REPORT FILTERS HOW TO#

It is typically used to rapidly determine which users have access to which features and information in the system.įor more information on User Permissions and how to update them click here.īy default, the Report will include all Users including Disabled however, you may also select specific Users for the Report to show.

Additionally, when coupled with Custom Fields, your ability to track unique data points and draw meaningful conclusions from these reports is practically limitless. The flexible and intuitive report filters allow you to drill into your account and access detailed data. Expedite payment with pre-filled digital invoices and secure online payments. Track and review billable activities from any device in real time. This report can be found under the Entry & User tab in Reports. Bill4Time’s reports can generate comprehensive analytics for your firm. What is Bill4Time Industry Specialties: Legal Bill4Time provides law firms of all sizes with productivity and practice management solutions. Bill4Time provides you with an administrative report that shows the permissions set for each user.

Bill4time report filters