Daily Time & Fees by Staff Report

16/07/2025
Knowledge

How To

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

Purpose: Provides a review of professional fees (Time and Fees) recorded by selected staff, featuring:

Weekly Insights:

Offers a daily breakdown of the amounts of billable and non-billable professional fees recorded by each selected staff member during a specified week.
Delivers direct insights into individual staff members’ contributions to revenue generation.

Cumulative Data Analysis:

Presents Month-To-Date (MTD) and Financial Year-To-Date (FYTD) totals, including both billable and non-billable professional fee value recorded up to the end of the chosen week.
Allows a comprehensive or targeted perspective on staff revenue generation over extended periods.

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To ensure the report features a calendar week (from Monday to Sunday), please select a Monday as the Start Date.

NOTE: 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.

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.

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.

Staff

Includes two options:

1. The Staff list:

Select the Staff member(s) to report on.

NOTE: The Staff list will update once users change the 'Include Inactive Staff' setting.

2. Include Inactive Staff:

Include or exclude inactive staff members in the Staff drop-down list.

NOTE: A staff member is considered Inactive if their Current Staff Member option is togged off under the Access & Permissions in the Staff Details window (Menu > Settings > Application > Settings > Firm > Staff > members).

Inc Tax

Displays figures inclusive or exclusive of tax amount.

Report Sections:

Billable (Amount)

Displays the amount of billable professional fees recorded by each selected staff member during the specified week:

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

Non-Billable (Amount)

Displays the amount of non-billable professional fees recorded by each selected staff member during the specified week:

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

Time & Fees Summary

Displays the total amount of professional fees recorded by each selected staff member within the relevant MTD and FYTD, each divided into billable and non-billable amounts:

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

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

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Report Comparison:

1. Time & Fees Recorded by Staff Report

This report appears to be similar to the Time & Fees Recorded by Staff Report in terms of data fields, yet it stands out in the following aspects:

Enhanced Filter Options:

- Empowers users to select specific staff members or groups for a detailed analysis, moving beyond the all-inclusive staff perspective provided by the Time and Fees Recorded by Staff Report.
- Provides the ability to choose between tax-inclusive and tax-exclusive figures, thus accommodating different reporting preferences.

Concentrated Revenue Performance Review:
- This report is dedicated to evaluating staff contributions to revenue by focusing only on the amounts of professional fees recorded.
- In contrast, the Time and Fees Recorded by Staff Report offers insights into staff productivity by reviewing both billable and non-billable hours within the chosen week, as well as MTD and FYTD totals.

2. Daily Time & Fees by Staff Responsible & Acting Report

Please consult the Daily Time & Fees by Staff Responsible & Acting Report for a review of professional fees attributed to staff in their capacity as the Person Responsible or Person Acting, also for a specified week as well as the relevant MTD and FYTD.

Last Modified Date

16/07/2025 1:22 am

Title

Daily Time & Fees by Staff Report

URL Name

Daily-Time-Fees-by-Staff-Report-CA

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