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Managing Time Tracking Reports

Surf Accounts offers the following Time Tracking Reports. You can generate the reports by specifying one or more criteria.

Aged Time / Expense Report

This report generates the outstanding expense and time payments for time recorded. To generate the report, complete the following steps.

1. On the Reports page, under the TIME TRACKING heading, click Aged Time / Expense Report.

2. The Aged Time / Expense Report page appears. Enter the following details.

FIELD STEP
Click and select a pre-configured date range.
DATE TO Select the date till which you want to view the time or expense records. You can set the date up to 5 years beyond the current set accounting period.
CUSTOMER FROM To select the customer from which you want to view the records, click and from the Customers window, select the customer name.
CUSTOMER TO To select the customer till which you want to view the records, click and from the Customers window, select the customer name.
ACCT. MGR. Select the account manager.
TIME Select whether you want to view records for time or expense or both.

3. To generate the report, click [Run]. The report is generated, as shown below.

  
  • To add or remove columns in the report, click [Advanced Settings] and then from Advanced Settings window, add or remove the required columns and click [Update].
  • To print the report, click [Print].
  • To save the report in the excel format, click [Excel].
  • To save the report to the local disk in the PDF format, click [Save].
  • To email the report, click the [Email].

 

Customer Time / Expense Summary

This report generates the time or expense record summary for customer projects, as you have specified. To generate the report, complete the following steps.

1. On the Reports page, under the TIME TRACKING heading, click Customer Time / Expense Summary.

2. The Customer Time / Expense Summary page appears. Enter the following details.

FIELD STEP
Click and select a pre-configured date range.
DATE FROM Select the date from which you want to view the time or expense records. You can set the date up to 5 years beyond the current set accounting period.
DATE TO Select the date till which you want to view the time or expense records. You can set the date up to 5 years beyond the current set accounting period.
CUSTOMER FROM To select the customer from which you want to view the records, click and from the Customers window, select the customer name.
CUSTOMER TO To select the customer till which you want to view the records, click and from the Customers window, select the customer name.
PROJECT FROM Select the project from which you want to view the time or expense records.
PROJECT TO Select the project till which you want to view the time or expense records.

3. To run the report, click [Run]. The report is generated, as shown below.

  
  • To add or remove columns in the report, click [Advanced Settings] and then from Advanced Settings window, add or remove the required columns and click [Update].
  • To print the report, click [Print].
  • To save the report in the excel format, click [Excel].
  • To save the report to the local disk in the PDF format, click [Save].
  • To email the report, click the [Email].

 

Customer Time Reconciliation Report

The report shows customer project time reconciliation.

1. On the Reports page, under the TIME TRACKING heading, click Customer Time Reconciliation Report.

2. The Customer Time Reconciliation Report page appears. Enter the required criteria and click [Run].

3. The report is generated, as shown below.

 

Invoice Backing Report

The report generates the summary and the breakup of the time and expenses recorded for each customer. To generate the report, complete the following steps.

1. On the Reports page, under the TIME TRACKING heading, click Invoice Backing Report.

2. The Invoice Backing Report page appears. Enter the following details.

FIELD STEP
Click and select a pre-configured date range.
DATE FROM Select the date from which you want to view the time or expense records. You can set the date up to 5 years beyond the current set accounting period.
DATE TO Select the date till which you want to view the time or expense records. You can set the date up to 5 years beyond the current set accounting period.
CUSTOMER FROM To select the customer from which you want to view the records, click and from the Customers window, select the customer name.
CUSTOMER TO To select the customer till which you want to view the records, click and from the Customers window, select the customer name.
DOC. NO. Enter the document number.
ACCT. MGR. Select the account manager.

3. To generate the report, click [Run]. The report is generated.

  
  • To add or remove columns in the report, click [Advanced Settings] and then from Advanced Settings window, add or remove the required columns and click [Update].
  • To print the report, click [Print].
  • To save the report in the excel format, click [Excel].
  • To save the report to the local disk in the PDF format, click [Save].
  • To email the report, click the [Email].

 

Missing Time Report

The report shows the expected and missing time entries by users. To generate the report, complete the following steps.

1. On the Reports page, under the TIME TRACKING heading, click Missing Time Report.

2. The Missing Time Report page appears. Specify the required criteria and click [Run].

3. The report is generated, as shown below.

 

Time Invoice Details

This report generates the details of invoices raised against time recorded for projects. To generate the report, complete the following steps.

1. On the Reports page, under the TIME TRACKING heading, click Time Invoice Details.

2. The Time Invoice Details Report page appears. Enter the following details.

FIELD STEP
Click and select a pre-configured date range.
DATE FROM Select the date from which you want to view the time or expense records. You can set the date up to 5 years beyond the current set accounting period.
DATE TO Select the date till which you want to view the time or expense records. You can set the date up to 5 years beyond the current set accounting period.
CUSTOMER FROM To select the customer from which you want to view the records, click and from the Customers window, select the customer name.
CUSTOMER TO To select the customer till which you want to view the records, click and from the Customers window, select the customer name.

3. To generate the report, click [Run]. The report is generated.

  
  • To add or remove columns in the report, click [Advanced Settings] and then from Advanced Settings window, add or remove the required columns and click [Update].
  • To print the report, click [Print].
  • To save the report in the excel format, click [Excel].
  • To save the report to the local disk in the PDF format, click [Save].
  • To email the report, click the [Email].

 

Time Manager Report

The time manager report provides a summary of the time recorded per project during a specified time period. To generate the report, complete the following steps.

1. On the Reports page, under the TIME TRACKING heading, click Time Manager Report.

2. The Time Manager Report page appears. Click [Run]. The report is generated.

 

Time / Expense Listing

This report generates the time or expenses towards a customer project and the total charges for such expenses and time spent. To generate the report, complete the following steps.

1. On the Reports page, under the TIME TRACKING heading, click Time / Expense Listing Report.

2. The Time / Expense Listing Report page appears. Enter one or more of the following criteria, as required.

FIELD STEP
Click and select a pre-configured date range.
DATE FROM Select the date from which you want to view the time or expense records. You can set the date up to 5 years beyond the current set accounting period.
DATE TO Select the date till which you want to view the time or expense records. You can set the date up to 5 years beyond the current set accounting period.
TYPE Select whether you want to view records for time or expense or both.
CUSTOMER FROM To select the customer from which you want to view the records, click and from the Customers window, select the customer name.
CUSTOMER TO To select the customer till which you want to view the records, click and from the Customers window, select the customer name.
USER Select the user who has recorded the time or expense.

3. To generate the report, click [Run]. The report is generated, as shown below.

  
  • To add or remove columns in the report, click [Advanced Settings] and then from Advanced Settings window, add or remove the required columns and click [Update].
  • To print the report, click [Print].
  • To save the report in the excel format, click [Excel].
  • To save the report to the local disk in the PDF format, click [Save].
  • To email the report, click the [Email].

 

Time Statement

This report generates a consolidated statement of the time recordings. To generate the report, complete the following steps.

1. On the Reports page, under the TIME TRACKING heading, click Time Statement Report.

2. The Time Statement Report page appears. Enter the required details and click [Run].

3. The report is generated, as shown below.

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