Billing Reports

This page allows you to generate CSV billing reports (schedules) for submitting to someone like ACC or generating your own reports.

For detail on sending invoices to ACC see our ACC Invoice Submission Guide

Create a Billing Report/Schedule

1. Click Office then Billing Reports
2. Click New Billing Report top right
3. Select your Billing Report Template, Date range, Consultant and (optional) Billing Contact
4. A report will be generated and available to download based on the data you inputted.

Tip

By default, a new Billing Report only captures new invoices that haven't been added to a Billing Report previously. Uncheck Exclude Previously Billed if you want to repeat any invoices.