Time & Fees Recorded by Staff Report

14/05/2025
Knowledge

How To

Location: LEAP Menu > Reports > Management > Time & Fees Recorded by Staff

Purpose: Calculates professional fees (Time and Fees) recorded by all staff, offering:

- Weekly Productivity Insights: Enables a review of billable and non-billable hours (Time entries) recorded by each staff member for a selected week, offering direct insights into staff productivity.
- Cumulative Data Analysis: Provides Month-To-Date (MTD) and Financial Year-To-Date (FYTD) figures, capturing billable and non-billable Time (hours) and Fee entries recorded up to the end of the selected week. This data offers a wider perspective on staff productivity and the firm’s operational dynamics over longer timeframes.

Trigger Criteria:

- Date Alignment: The report includes entries based on their transaction date. An entry is accounted for only if its transaction falls within the specified reporting periods: weekly, MTD or FYTD.
- Staff Attribution: A Time/Fee entry is attributed to a staff member when the entry is recorded under the staff member’s name.

Click to edit heading

To ensure the report features a calendar week (from Monday to Sunday), please select a Monday as the Start Date.
- The report runs for the week starting on the selected date, regardless of whether the Start Date falls on a Monday. For example, if the Start Date falls on a Tuesday, the report will cover the week from that Tuesday to the following Monday.
Deletions occurring outside the reporting week are not captured.
- If a ‘Billable'/’Not-Billable' entry was dated within the reporting week but was deleted after the week, the entry will be included in the report based on its status at the end of that week.

Report Filters:

Start Date (Week Starting Monday)

The report uses the ‘Start Date’ to determine the scope of data captured:

Weekly Data: The report captures professional fees recorded exclusively within the week that commences on the chosen ‘Start Date’.
MTD Data: The report captures professional fees recorded from the beginning of the month—in which the ‘Start Date’ occurs—up to the end of the selected week (the relevant MTD).
FYTD Data: The report captures professional fees recorded from the start of the financial year—where the ‘Start Date’ falls—up to the end of the selected week (the relevant FYTD).

For instance, setting the ‘Start Date’ to 05/02/2024 (Monday) means the week concludes on 11/02/2024. Consequently, the MTD data will reflect professional fees recorded from 01/02/2024 to 11/02/2024.

Note: The firm's Financial Year Start Date is set under the Settings > Application Settings > Accounting > General.

Report Sections:

Billable (Hrs)

Displays billable hours recorded by each staff member during the selected week:

Staff Name: List each staff member who recorded billable hours during the selected week.
Monday, Tuesday, Wednesday, Thursday, Friday, and Sat/Sun: Provides a daily breakdown of billable hours for the staff member.
Total: The aggregate number of billable hours that the staff member recorded over the course of the selected week.

NOTE: Deletions occurring outside the reporting week are not captured. If a 'Billable' entry was dated within the week but was deleted after the week, it will still be included in the report based on its status at the end of that week.

Not-Billable (Hrs)

Displays non-billable hours recorded by each staff member during the selected week:

Staff Name: List each staff member who recorded non-billable hours during the selected week.
Monday, Tuesday, Wednesday, Thursday, Friday, and Sat/Sun: Provides a daily breakdown of non-billable hours for the staff member.
Total: The aggregate number of non-billable hours that the staff member recorded over the course of the selected week.

Time Summary

Displays the total number of hours recorded by each staff member within the relevant MTD and FYTD, dividing into billable and non-billable hours:

	MTD	FYTD
Billable	Displays the total billable hours recorded by the staff member within the relevant MTD.	Displays the total billable hours recorded by the staff member within the relevant FYTD.
Non-Billable	Displays the total non-billable hours recorded by the staff member within the relevant MTD.	Displays the total non-billable hours recorded by the staff member within the relevant FYTD.

Note: Please refer to the 'Report Filter' section for what period constitutes the relevant MTD or FYTD.

Fee Summary

Displays the total amount of Fees recorded by each staff member within the relevant MTD and FYTD, dividing into billable and non-billable amounts:

	MTD	FYTD
Billable	Displays the total amount of billable Fees recorded by the staff member within the relevant MTD.	Displays the total amount of billable Fees recorded by the staff member within the relevant FYTD.
Non-Billable	Displays the total amount of non-billable Fees recorded by the staff member within the relevant MTD.	Displays the total amount of non-billable Fees recorded by the staff member within the relevant FYTD.

Note: Please refer to the 'Report Filter' section for what period constitutes the relevant MTD or FYTD.

Compare

Presents the results of all the summaries above for easy comparison.

Last Modified Date

14/05/2025 12:16 pm

Title

Time & Fees Recorded by Staff Report

URL Name

Time-Fees-Recorded-by-Staff-Report-NZ

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