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How do I see unbilled activity?

When you are on a Clients Accounting tab you may see an Unbilled Activity balance. If you are looking for what that unbilled activity includes you can follow the steps below:

  1. Go to Reports
  2. Click on the User, Client, or Project Summary report (depending on how you want to view it)
  3. Choose your date range (go as far back as you want)
  4. Choose your specific Client/Project if needed
  5. Change the "Billing Status" from All to Unbilled
  6. If you want to see the details of each entry click the box next to "Show Description Column"
  7. Click Update

This will give you all unbilled activity in the date range you chose.

 

Another quick way of seeing unbilled activity (excluding time/expenses on a pre-bill) follow the steps below:

  1. Go to Invoicing from your blue menu bar
  2. Click on Create Pre-bill
  3. Choose your Client
  4. Click the Create Pre-bill button

This allows you to view all unbilled activity without creating an actual pre-bill/invoice.

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Comments

  • Avatar
    Yoel Rivera

    How do I create an invoice aging report?

  • Avatar
    Bruce Brownlee

    This doesn't answer the question.  The person who asked wants to see line by line detail - which days, which person, which tasks, which projects in the account are not billed.  The Show Report action above just gives you a total, it doesn't show the details so that you can go find those items and get them billed.

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