The Client Visit Breakdown Report is much the same as the previous report. The key difference is that here you can generate an Invoice for All Clients, as opposed to only individual Clients. The report only displays Completed and Confirmed Hours.
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Search Parameters |
Definition |
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Groups |
Allows you to search by Group |
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Client |
Allows you to search by Client (by default, All Clients will be returned) |
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Date From |
Allows you to define the start date of the search period |
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Date To |
Allows you to define the end date of the search period |
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Columns In Report |
Data Displayed |
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Invoice Date |
Date the Report has been run |
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Invoice Number |
Blank field where you can enter the appropriate text after the Report has been exported to your local machine |
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Period of Charge |
Date parameters searched when generating the report |
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Total Weeks |
Number of weeks within the search period |
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Office |
Office Name |
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Address |
Office Address |
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Client ID |
Client’s ID Number |
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Client Name |
Client’s Name |
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Client Address |
Client’s Address |
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Week Commencing |
Start date of each week within the period |
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To |
End date of each week within the period |
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No. of Days |
Number of days on which service was provided within each week |
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No. of Hours |
Number of Completed and Confirmed Hours for each week |
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Total |
Billable amount based on the confirmed figure |
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Overall Total |
Totals for the number of days, hours and the associated costs |