Report - Staff member monthly billing
A report to see how much each staff member is billing out per month. There are similar reports like the write on/off report but it doesn't seem entirely accurate.
Eilish Parrott
shared this idea
Hi Eilish, is there are particular way your staff are recording how they bill customers through your Xero organisation atm? - e.g are you using Projects, or Tracking?
As you noted there maybe a report that we an suggest that'll fully serve your needs in this here.
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Eilish Parrott
commented
Ideally, we would like to see what is going out of XPM, current process is WIP > Invoice.
Is there a report that shows all outgoing totals for each staff member, on a monthly basis? -
Imee Bungay
commented
Report that can generate invoices per JOB manager.
Currently there is no report that can generate these data in the report builder.Report that contains the following data:
- Invoice Date
- Invoice No
- Client
- Job Number or Job Summary
- Invoiced Amount (GST exclusive)
- Job Manager (not the account manager)we tried to generate using the data above using the WIP ledger per staff but when we add all of them, it does not equal the report generated through Invoice Report.
This will be useful when you would like to see how much each staff invoiced per month.