Not-Billable charges adds a very difficult layer to collecting data for reporting outsideCommitCRM. I'm just starting to keep up with production vs. collection daily and monthly along with other important data such as hours billed. However, not-billable charges skews everything as it is so variable. Maybe I'm not doing this right.
We log not-billable charges for hours logged by employees that should not necessarily be billed to customers. Eg. admin time such as research or quoting. We use contracts for managed service agreements. These automatically log not-billable. When we run a report for hours worked for a period of time, we have actual production hours in not-billable due to the contract recording as not-billable. These also are at $0/hr, so production doesn't reflect correctly. Understandably, the dollar amount for production is accounted for monthly, but hours logged are grouped now with other not-billable, and truly not produced time.
I'd like to point out we bill all not-billable charges *for contracts* to customers. We want them to see the value of our service. Its also a CYA/liability decision as this documents and communicates changes and work completed.
Options I see:
A) Set all contract charges as billable initially (can this be done by default)?
B) I just found the “exclude contract-price charges” option on reports (from this article). This may work, but would require running this same report about 3 times to get all the numbers we need and could get some errors from time to time (user).
I'm not crazy about either above options I found. Is there anyway other way of doing this? I'm open to suggestions.
(Well, option B is out – testing, it doesn't report hours charged to the contract, rather only the original/monthly charge contract-charge grrrrrr)
We log not-billable charges for hours logged by employees that should not necessarily be billed to customers. Eg. admin time such as research or quoting. We use contracts for managed service agreements. These automatically log not-billable. When we run a report for hours worked for a period of time, we have actual production hours in not-billable due to the contract recording as not-billable. These also are at $0/hr, so production doesn't reflect correctly. Understandably, the dollar amount for production is accounted for monthly, but hours logged are grouped now with other not-billable, and truly not produced time.
I'd like to point out we bill all not-billable charges *for contracts* to customers. We want them to see the value of our service. Its also a CYA/liability decision as this documents and communicates changes and work completed.
Options I see:
A) Set all contract charges as billable initially (can this be done by default)?
B) I just found the “exclude contract-price charges” option on reports (from this article). This may work, but would require running this same report about 3 times to get all the numbers we need and could get some errors from time to time (user).
I'm not crazy about either above options I found. Is there anyway other way of doing this? I'm open to suggestions.
(Well, option B is out – testing, it doesn't report hours charged to the contract, rather only the original/monthly charge contract-charge grrrrrr)
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