If you bill time, expenses, or mileage, to your customers, this recipe will be instrumental in capturing all of those unbilled items at once. It is then up to you to ensure that these items are billed to your customer!
Make sure you have recorded billable time, expenses, and/or mileage, for your customers. A comprehensive effort is not necessary to see how this recipe works, but is recommended for these reports to garner greatest customer reimbursement.
1. Set up a memorized report group, as follows:
Select Reports | Memorized Reports | Memorized Report List
From the bottom-left corner of the screen, click on the Memorized Report button, followed by New Group
Name the group Unbilled Items and click on OK
2. Memorize a report of unbilled time as follows: