Time-Sheet & Cost Management
Time-Sheet Dashboard
17 reports come off this one screen, and 4 things you can do from inside it without opening another. Every one is named below, with what it actually answers — so you can tell before a demo whether this is the screen you have been doing by hand.
- Reports
- 17
- Actions
- 4
Reports from this screen17 reports
Profitable Jobs
How many jobs earned more than the hours put into them cost, with the fee billed and the cost of those hours beside the count.
Loss-Making Jobs
The jobs that cost more in staff time than they were billed for. Most practices carry several and can name none of them, because nobody compares an agreed fee to the hours it actually consumed.
Break-Even Jobs
Work that washed its face exactly — kept separate from profit and from loss, because a firm full of break-even jobs is a firm with a pricing problem rather than a delivery one.
Billed Fees Against Jobs
What was actually charged for the work in the year, as the numerator of every profitability figure on the screen.
Billable Hours Costing
What the hours cost, computed from each person's own recovery rate — so a tax audit done by a partner and one done by an article are not treated as the same job.
Net Profit Or Loss On Work
Fees less the cost of the hours, for the office as a whole.
Profitability By Service
The same profit, loss and break-even analysis cut by task type — which answers the question a partner actually has: not whether the firm is profitable, but whether GSTR 9C work is.
Time Posted On Client: Billable
Hours booked to client work and chargeable, as a percentage of the hours that person was required to post.
Time Posted On Client: Non-Billable
Hours spent on a client that cannot be charged — the quiet leak, and invisible in any system that records only chargeable time.
Time Posted On Office
Internal hours: administration, training, the firm's own compliance. Counted separately from client work so neither flatters the other.
Short Or Excess Hours Against The Minimum
Every person's posted hours against the minimum they are required to post, in hours and as a percentage.
Top 3 Excess Hours Posted
Who is furthest over their required hours — the people to look at before they burn out, not after.
Top 3 Short Hours Posted
Who is furthest under. Both ends named, which is the useful half most utilisation reports leave out.
Staff Utilisation, Person By Person And Month By Month
The full table behind the headline percentages: minimum hours required, billable and non-billable time on clients, non-billable time on the office, total hours, the short or excess against the minimum, and the utilisation percentage — for every member of staff, every month.
Cut byStaff name & monthMin hours requiredBillable on client + %Non-billable on client + %Non-billable on office + %Total hoursShort / excess% short / excess
All Task Records
Every job that has time posted against it, for the year and branch selected.
All Time Records
Every individual timesheet entry in the office, rather than the totals they roll into.
User-wise Time Records
One person's entries, pulled out of the whole.
Actions you can take from this screen4 actions
Two ways in: people, or money
Staff Wise Utilisation asks whether time is being recorded and used well. Profitability Status asks whether the work made money. Same timesheet data, two entirely different questions, and a firm usually needs both in the same meeting.
Any branch, any financial year
Read one office or another, for any year back to 2004-05.
You see only the staff you have permission to view
Timesheet data is who worked how long and how well, so the whole dashboard is bounded by access rights: a user sees records and reports only for the people they have been granted. It is the one screen in MyTask where the permission model is the feature rather than the fine print.
Edit another user's entry, if you have permission
Where the right has been granted, a user can edit or delete another person's timesheet records — so a wrong entry is fixed by whoever spots it rather than chased through the person who made it.
Where to go next
- Everything in Time-Sheet & Cost ManagementThe whole module — every feature, not only the ones that produce reports.
- The full catalogue — 350+ reportsAll 389 figures MyTask produces, grouped by module and searchable.