Reporting indicating invoiced and uninvoiced hours

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  • Updated 4 years ago
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My organisation are currently looking to report on hours that have been invoiced and remain un-invoiced on a user by user basis, I've contacted your support team but to no avail. Is this something that can be achieved through reporting within the system?
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Posted 4 years ago

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Photo of Aashnee Kamboj

Aashnee Kamboj

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Hi Dan,

Thank you for using the Replicon Community!

Please try the following:

- Go to reports and click on "+New Report"
- Choose Category as Project and Report type as "Project Team Time, Expense Cost & billing Template"
- Select the following columns:
Project Name
User Name
Actual Hours (Selected Dates)
Actual Billable Hours (Selected Dates)
Not Invoiced Hours (Selected Dates)

- Now switch over to the custom section and click "+ Add new custom column"

- Name the column as invoiced hours
- In the formula field first select Actual Billable hours (Selected Dates) and click Insert
- Now select Not Invoiced Hours (Selected Dates)  in the formula column and click insert
- replace the + with -

- Click on Add

Move over to the grouping section and group rows first by project and then by user name. 

Click Create and run the report for the desired date range.

In case this does not provide you the desired results, I would like to update you that we are very soon coming up with a default column for not invoiced hours in the invoice details template. I will keep the thread updated with the progress.

Aashnee Kamboj