Practice Manager | Staff - Report/list of charge out rates
I would like to able to produce a list of staff and what their charge out rates are instead of going into each person individually.
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Elisa Harris commented
Super important to be able to access larger reports of all staff, not just charge out rates but other info like permission settings would be helpful too. This is especially important for larger firms like ours with over 50 staff. It is impractical to be expected to complete these tasks individually and manually.
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Muriel Oliver (primarius.net.au) commented
This is suepr critical for quick and transparent reporting I am surprised we still cannot produce a report by picking any files in XPM - it is very rigid. Staff charge out rates is really important to monitor and update as you go and it is ridiculously time consuming in XPM currently, In the nicecst possible way in the old Accountants office we could produce any report using the SQL data base by just picking fields, 5 mins and done.
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Jean Sutherland commented
I would like to see this plus staff access rights reporting. It is very time consuming having to go into each staff member to check.
Ideally there we could create staff access profiles so we can set up new staff using the appropriate profile rather than having to create each new staff member individually.
The profiles could also be used to bulk update staff access rights rather than editing each staff member individually.
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Neil Todd commented
With all the reports that XPm can report I can't below I need to tell our new COO that instead of running one report that has the Staff rates, I need to go in an out of files.
I was given a current tie report I can change but as you have just changed our reports only staff that have entered time recently will be on the report. not staff on leave will be included.