This report shows the team’s bill to pay ratio. Drilling into the report will help you determine which factors are the biggest contributors to issues with billable / payable time being off. This report is available to anyone with the "Reporting User" or "Finance/Billing" roles.
To access the Bill to Pay Report, follow these steps:
- Log into Superpunch.
- Navigate to: Reports -> Ops Toolkit -> Bill to Pay Report.
- Select an End Date.
- Select a Report Type.
- Select a Client.
- Select a Line of Business.
- Select a Job Classification.
- Select a Bottom Performer Display Count.
- Select Submit.
This report will download in Excel format and will be visible in the lower-left corner of your browser if you are using Chrome.