Billing reports

What can you invoice, and what did it cost to produce?

Two reports. Both are task-based only, and both disappear in a workspace that counts productivity rather than tasks.

Report	The question	Who can open it
Monthly client billing	What does each client owe this period?	Tenant admin and auditor only
Resource billing	What does each person cost, and where did their hours go?	Manager, tenant admin, auditor

A manager cannot open monthly client billing. That is deliberate.

Read this before you invoice from either

Every amount on both screens is recorded time, not approved time

Neither report filters on approval.

Both are built from one query over the time_logs table, filtered on the workspace and the dates and nothing else. There is no approval predicate. There is no timesheet-status check. A minute marked billable counts the instant the tracker writes it, whether or not anybody has looked at it.

The screens say otherwise. Resource billing’s own empty state reads “Pick a wider date range, or check that sessions were logged and approved.” Monthly client billing’s reads “…check that time has been approved against a client project.” Both sentences describe a filter the report does not apply.

So: every figure on both screens is billable recorded time. It is not approved and invoiceable time.

Before you send an invoice built on these numbers, confirm the periods are approved on Timesheets. Nothing on either billing screen will warn you that they are not — including an amount sitting next to the word “invoice”.

Monthly client billing

The expanded row is the part worth knowing about. It is the per-person breakdown a client asks for when they query a total, and it is one click away rather than a second report.

What question it answers. What does each client owe for this period, and which projects make up that total?

Where the numbers come from. Every time log in the period that carries a project. Billable minutes are those flagged billable by the tracker. The amount is billable minutes times the hourly rate, worked out per person per project.

Six tiles: Tracked, Billable with its share, Non-billable, To invoice, Projects, Clients.

The table is one row per project — billable share, tracked, billable, non-billable and amount. Open a row and it expands to the employee line items behind that project’s invoice, each with their own tracked, billable and amount.

A project with no client is still counted

It is grouped as Unassigned client and its amount still lands in To invoice. The clients tile counts distinct client names, so an unassigned project inflates the money without ever appearing under a customer. Fix the client name on the project before month end, not after.

What it does not include. Time with no project at all — the report requires one. Approval, as above. And despite the name, there is no month box on it: the control is the same date-range picker as every other report, defaulted to this month. Pick the wrong range and you will invoice the wrong days.

Resource billing

The sixth tile, No default rate, is the one to read first. Anybody counted in it is being costed at zero and is quietly flattering every margin on the screen.

What question it answers. What does each person cost this period, and how do their hours split across client projects?

Where the numbers come from. The same time logs, grouped by person instead of by project. Workforce cost is billable minutes times each person’s effective rate.

Six tiles: Tracked, Billable, Non-billable, Workforce cost, People billed, No default rate.

Check No default rate first, every time

The tile’s own hint says it plainly: “Set a rate on the profile before invoicing.” Anybody counted there has no rate anywhere in the chain, so their hours cost zero. Workforce cost is understated and every margin built on it is overstated.

Set the rate on their employee record and run the report again. Monthly client billing does not have this tile — it costs those same people at zero and never mentions it.

The table is one row per person, with their designation, rate and project count. A person with no rate shows a No rate chip; one with no designation shows No designation. Open a row for their split across projects.

What it does not include. No employee picker and no project picker — the period is the only control. People with no tracked time in the period are absent, so this is not a headcount.

How a rate is found

Three steps, first match wins:

1. The rate set for that person on that project — the project-member override.

2. The project’s default rate.

3. The person’s own rate on their employee record.

None of the three means a rate of zero, and the hours are costed at nothing. Only resource billing counts the people this affects; the client billing screen stays silent.

What to do with what it shows

A high non-billable share is a scoping conversation, not a performance one. Find the project, open its row, and look at which people are carrying it.

A client total that moved a lot month on month — expand the project rows and compare the employee lines. The breakdown usually names the reason before you have to ask anybody.

A person in No default rate is a five-minute fix on their employee record that repairs every cost figure in the product.

Export

Both screens offer Export as CSV, which queues a job and moves you to the Exports screen.

Only the PDF says when it was made

A CSV and an XLSX export carry the rows and nothing else — no generated-at stamp and no header naming the filters used. Two files from different weeks look identical.

A PDF carries one line: WorkflowPulse · generated 03 Oct 2026 14:22 UTC · 412 rows. The time is UTC, not your workspace timezone, and it still does not print the date range or the filters behind it.

For anything that goes near an invoice or an auditor, take the PDF and write the period on it yourself.

A month-end sequence that works

1. Every project has a client name. Check for Unassigned client on Project summary and fix it at the project, not in the spreadsheet afterwards.

2. Every person has a rate. Open Resource billing and confirm No default rate reads zero.

3. Every timesheet for the period is approved on Timesheets. This is the step the reports do not do for you.

4. Read Monthly client billing, and expand the rows you intend to invoice.

5. Export a PDF, write the period on it, and keep it with the invoice.

Next: Project summary · Approving timesheets