Company Finance Recap Tab

The Recap tab shows all financial activity for a company across four time periods: This Year MTD, Last Year Month, This Year YTD, and Last Year Total.

Billing

Field	Description
Invoices	Total of all invoices dated within the period.
Credit Memos	Total of all credit memos dated within the period.
Total	Sum of invoices and credit memos for the period.
Billed Hours	Hours that appeared on invoices dated within the period.
Non-billed Agreement Hours	Billable time entries submitted, approved, and in Billed-Agr status — ready to bill but not yet invoiced.
WIP Hours	Hours in a ready-to-bill status for the period.
Unapproved Hours	Hours not yet approved for the period.
Non-billable Hours	Hours marked non-billable, regardless of where they were charged.
Written-off Hours	Hours written off automatically via Billing Setup or manually in the Invoice Wizard or the company Time tab.
Total Hours	All hours entered against the company for the period.
Billed Expenses	Invoiced expense amount for the period.
Billed Products	Invoiced product amount for the period.
Employee Cost	Cost for actual hours in the period. Actual hours include time entries in Billed, Billed-Agr, and Written Off statuses — both invoiced and non-invoiced.
Expense Cost	Cost of expenses invoiced for the period.
Product Cost	Cost of products invoiced for the period.
Total Cost	Sum of Employee Cost, Product Cost, and Expense Cost.
Gross Profit	Calculated as Total − Sales Cost − Total Cost.
%	Gross Profit Percentage: (Revenue − Cost) ÷ Revenue.

Note: For a more detailed breakdown (excluding agreements), run the Gross Profit by Company report. Go to Other > Reports and open the report, then select Help on the toolbar.

Hours by Member

Lists every member who logged time against this company, with the hours they entered.

Agreements

Field	Description
Revenue	Total billing amount for agreements.
Cost	Cost of time, expenses, and products entered against the agreement. For time costs to populate, enter the Hourly Cost on each member record in Member Maintenance before time is entered.
Gross Profit	Calculated as Revenue − Cost.
%	Gross Profit Percentage: (Revenue − Cost) ÷ Revenue.

Note: Year-to-date figures are driven by calendar year, not fiscal year.

For a detailed agreement-level breakdown, run the Agreement Gross Profit report. Go to Other > Reports and open the report, then select Help on the toolbar.

Actions

• Select Refresh to load the most current figures.
• Select Print to open the data as a printable report.