Introducing Employee Productivity, Employee Timesheet Entries, WIP Pre-Billing Analysis, Budget vs Actuals Analysis & Debtors Ageing reports.
The 2026.3.1.14000 Spring Feature Release includes some new reports that will help you see where your practice's time goes, and how it turns into fees, without waiting for billing or pulling data together from several places.
To enable new reports, use the refresh option under Administration, Security Maintenance.
Employee Productivity
Productivity and Chargeability at a glance
If you’ve needed to monitor employee productivity in the past, you've probably had to piece together data from several places. This report puts it in one summary. Group it by partner, office or service line, trim the columns to what matters to you, and spot who needs a closer look before you go digging.
Admin action is required:
Check your overhead settings before running the report. Go to Maintenance > Overheads, click refresh, and make sure each overhead's Category matches its Overhead Type. Lost Time (L) is usually leave. Overhead (O) and Non-Productive (N) combine as Non-Productive in the summary, and Productive Overhead (P) shows separately. Sites set up in 2026 are likely correct, but older sites, or sites where overheads have been changed, should review. Staff also need access to the report, which you can allocate under Settings > Administration by selecting the staff member or role.
Employee Timesheet Entries
Drill into the entries behind the numbers
A summary figure only helps if you can find out what's behind it. When something in Employee Productivity doesn't look right, Timesheet Details lets you open up the individual entries, with narrations, clients and tasks. Use it for non-chargeable time or chargeable time, for the whole practice or just one person.
WIP Pre-Billing Analysis
More flexibility in Advanced Search
For practices that want to see WIP in a different order or grouping from the standard report, there's now another way to do it. Pre-Billing in Advanced Search shows similar information, but you decide how it's laid out and sorted. It's optional, so if the standard Pre-Billing report already does the job, keep using it.
Budget vs Actuals Analysis
Month-end results against budget
Previously, reviewing employee performance against budget has meant pulling numbers from several places. This report brings WIP, fees, adjustments and budget together, so each month-end you can now see how actual results compare. Set the grouping to employee, and add task if you'd like to see totals by type of work. You can also set it up to review partner WIP hours, values and fees.
Admin action required:
Employee budgets come from Maintenance > Employee Budget, entered monthly for each employee. Budgets show at the employee level only and are not split across transactions or groupings.
Debtors Ageing
See the WIP behind a fee
Working out what's behind an invoice has meant opening the client, finding the invoice and running an allocations report. That's no longer the only way. When you're reviewing fees in Budget Versus Actuals, you can see the WIP that made them up without leaving the report.