Time Reporting Invoice

AccountSight has a very rich and powerful reporting tool along with the time and billing software. It gives an array of options for the users to slice and dice data for analysis and offers reports for time, expenses and invoices separately. These reporting features make AccountSight a unique employee time management software.

Time Reporting is required to analyze all the timesheet data across all tasks, projects and customers. All timesheet data can be sorted and filtered as required and then can be exported to different file formats for presentation.

Follow the steps below for Time Reporting:

1] Login to AccountSight account as Admin. You can also login as a Project Manager. Admin has access to the whole database whereas Project Manager has access only to his project database.

2] Go to Reports tab.

3] Within Reports, go to the Time sub tab.

Time Reporting Invoice

4] Choose the filters as per your requirement. Select the Time Period. Select the Customer(s) and Project(s). Select the Person(s) and Task(s).

5] Also select timesheet Approval Status as well as Invoice Status in case you have selected Approved as Approval Status.

6] Click on Search. The consolidated list will be displayed below.

7] You can also Group By the list according to Customer, Project, Task, Person or Date.

Time reporting in AccountSight

8] You can further shorten the list by manually ticking the check boxes beside each row of entries.

9] Once you have your desired list of entries, you can transfer the data into files. Click on Export to get the data in an Excel file.

10] Click on Get PDF to get the data in a pdf file.

11] Click on Print to get a printout of the datasheet.

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