How do I display a report for unpaid amounts?
This report will allow you to see how much members are owed over a given period, all in a single report. You can choose date ranges, projects, and members. The report will display the amount owed to each person and the total owed to everyone based on what options you choose.
Step 1
Click on the Reports tab on the left sidebar and then select the Amounts owed. You can also “Star” the report to add it as a favorite under the Reports section.
Step 2
You will notice that there is a Me and All tab, The Me tab is visible to everyone but the All tab is only available to owners and managers.
Select the date range for the report by clicking the Calendar icon, then the start date, and the end date, then hit “Apply.”
Step 3
Select the Projects/ Work orders and Teams/ Members to view in the Filters menu. Make sure you enable the “Sum Date Ranges” setting to view totals (not a daily breakdown). You can also “Schedule Report“.
After applying the filters, the report will be generated. The report contains the following columns:
- Member name
- Current rate – the pay rate set for the specific team member.
- Regular hours – total regular unpaid hours for the date range selected.
- Overtime – total overtime unpaid hours for the date range selected.
- Total hours- total unpaid hours for the date range selected.
- Amount – total unpaid amount for each team member.
Our Scheduled reports feature will let you have reports automatically sent based on a frequency of your choosing
If you need to Export a report for your own record keeping, we offer that option as well
