How can a user print and separate time for billable work, non-billable work, and Paid Time Off in ArchiOffice/EngineerOffice?
There are a few options for doing this:
Option A:
- Report 1: Direct hours that are billable:
- In Reports > Time and Expense, select a report such as the Slip Report.
- Do a search and:
- set the Date range
- set Type to “Time”
- set the Charge Status to “Charge”
- set the Project Charge Type to “Billable”
- make any other additional selection criteria you like and click Search
- Set the Display Details to meet your requirements and click Run Report.
Note: You can also memorize this search. If you used a relative date range (i.e., Last Month), this will continue to work well for you.
- Report 2: Direct hours that are unbillable:
- In Reports > Time and Expense, select a report such as the Slip Report.
- Do a search and:
- set the Date range
- set Type to “Time”
- set the Charge Status to “No Charge”
- set the Project Charge Type to “Billable”
- make any other additional selection criteria you like and click Search
- Set the Display Details to meet your requirements and click Run Report.
Note: You can also memorize this search. If you used a relative date range (i.e., Last Month), this will continue to work well for you.
- Report 3: Direct hours that are internal (such as Paid Time Off):
- In Reports > Time and Expense, select a report such as the Slip Report.
- Do a search and:
- set the Date range
- set Type to “Time”
- set the Project Charge Type to “Internal”
- if you used a phase called “Paid Time Off”, select that from Phase
- make any other additional selection criteria you like and click Search
- Set the Display Details to Sort by Project and click the Job Code check box if you have used Job Codes to differentiate the various Paid Time Off categories (vacation, personal or sick leave, jury duty, etc.).
- Set any other Display Details to meet your requirements and click Run Report.
Note: You can also memorize this search. If you used a relative date range (i.e., Last Month), this will continue to work well for you.
Option B:
- Request a custom report from our Custom Report Team (mailto:customreports@bqe.com) and provide a detailed explanation of the report requirements and include a design layout if you have one. They will provide you with a fixed fee quote to create that report for you.
Option C:
- Similar to Option A except, for the last step, use the Payroll Report included in ArchiOffice.