Fees tracking Report
Introduction
The Fees Tracking Reports section helps you monitor billing status across all tasks — identify unbilled work, update fees status in bulk, and stay on top of outstanding amounts. All reports are accessible from the Reports page under the Fees Tracking category.
Not Billed Tasks Report
Shows all tasks that have not been billed yet, allowing you to review and update their fees status.
| Filter | Description |
|---|---|
| Select Date of Task Created | Date From / Date To |
| Select Task Status | All / Completed / Ignore Tracking / Not Required / Pending / Pending on Client / custom statuses (multi-select) |
Columns: Task ID (clickable), Client, Task, Task Period, Task Status, Fees Status (editable dropdown)
- Fees Status can be updated directly from this report using the dropdown in each row
- Checkbox available for bulk selection
- Export to Excel available
Advance Report — Fees Tracking
The most comprehensive fees tracking report with bulk status update capability.
| Filter | Description |
|---|---|
| Select Date of Task Created | Date From / Date To |
| Select Client | All or specific client |
| Select Fees Tracking Status | All or specific status |
| Select Task Status | Completed and other statuses (multi-select) |
Columns: Task ID, Client, Task, Task Period, Task Status, Fees Status
- Select multiple tasks using checkboxes
- Change Fees Tracking Status in bulk for all selected tasks at once
- Export to Excel available
Tip: Use the Advance Report at the end of each month to bulk-update all completed tasks from "Not Billed" to "Billed" after raising invoices — saving significant manual effort.