Invoicing percentage

Introduction

The report shows the invoicing percentage for each employee.

Description

This report shows employee invoicing percentages based on availability and booked hours. It also shows employee time registrations, booked hours and booked amounts for the selected period.

Report view

The report contains a number of rows, each of which shows employee data for the selected period.

• The Initials column shows your employees' initials followed by their full name in parentheses.
• The Norm. column shows the employee's normal working time for the selected period.
• The Holiday column shows the employee's holiday hours for the selected period.

Under Work (hours):

• The Reg. column shows the number of registered hours for the selected period.
• The Reg. % shows the registered percentage of an employee's availability.
  • Formula: Reg. % = Reg. / (normal working time – holiday) × 100
• The BAR column (booked as revenue) shows the number of hours booked as revenue/invoiced for the selected period.
• The BAR % column (invoicing percentage) shows the revenue-booked percentage of an employee's availability.
  
  • Formula: BAR % = BAR (h) / (normal working time – holiday) × 100
• The 70% column indicates whether the employee has achieved the desired invoicing percentage from the display setup.

Under Work (EUR):

• The Cost column shows the cost for the registered hours (Reg.) during the selected period.
  
  • Formula: Cost = Reg. (h) × employee's cost for the scheduled hours
• The Reg. column shows the registered value of the hours registered during the selected period.
  
  • Formula: Reg. = Reg. (h) × employee's hourly rate for each registration
• The BAR column shows the value of booked hours registered by the employee for the selected period.

Clicking the plus sign to the left of the employee shows the individual project data summarised in the various columns next to the employee's name.

The report uses your system currency.

Special remarks

This report does not include registrations from employees with the External user profile. You can edit this configuration in System administration -> Reports -> KPI Settings.
The amounts shown in the Work (EUR) and BAR columns are based on the date of the time registrations and are therefore not affected by the booking date.