• Serves as the basis for presenting data for the year of the selected 'At Date' and the preceding year.
• Calculates figures up to and including the selected date.

• 'Staff' is based on the staff member who 'worked on' the time entry. A Time/Fee entry is attributed to the staff member whose name is selected within the Time/Fee window. 
• The list does not include any non-Current Staff Member. To include such a member for reporting purposes, temporarily enable the staff member's 'Current Staff Member' status by navigating to LEAP Menu > Settings > Application Settings > Firm > Staff Members > Access & Permissions.

Includes invoices with the selected invoice status(es):

• All Items Selected (default): Includes invoices of any status.
• Draft Unapproved
• Draft Approved
• Printed Sent (Final)

NOTE: This filter is only available when the 'Display' option is set to 'Time and Fees Invoiced'. 

Includes two display options:

1. Time Frame: Provides the basis for the report to present monthly data based on one of the following: 

• Calendar Year, or
• Financial Year, specified under the LEAP Menu > Settings > Application Settings > Accounting > General Ledger > Financial Year Start Date.

• Time Entered Hours: Total hours recorded within a month of the year, calculated based on Time dated within that month.
• Time and Fees Invoiced: Total Time and Fees billed within a month of the year, calculated based on invoices billed within that month.
• Time and Fees Received: Total Time and Fees receipted within a month of the year, calculated based on receipted applied to invoices within that month. 

When the 'Display' option is set to 'Time Entered Hours', the report:

• Provides total hours recorded within each month of the year, based on Time entries dated within the month.
• Categorises the data into two below sections, with each employing a bar chart and a table to enhance the visual comparison. The table displaying the variance between the same month of two different years. 

1. Billable Time Entered (Hrs): This includes hours associated with Time entries that have a current status of ‘Billable’ or ‘Billed'. These are the hours that can be or have been billed to clients.

2. Not Billable Time Entered (Hrs): This includes hours associated with Time entries with a current status of Not Billable. These are hours not to be billed to clients. 

When the 'Display' option is set to 'Time and Fees Invoiced', the report:

• Provides total amount of Time and Fees invoiced within each month of the year, based on the invoices dated within the month.
• Employs a bar chart and a table to enhance the visual comparison, with the table also displaying the variance between the same month of two different years. 

NOTE:

• The amounts are exclusive of tax. 
• Whether draft invoices are considered depends on the setting of the 'Invoices' filter.

When the 'Display' option is set to 'Time and Fees Received', the report:

• Provides total amount of Time and Fees which were paid by clients within each month of the year, based on receipts applied to invoices within the month.
• Employs a bar chart and a table to enhance the visual comparison, with the table also displaying the variance between the same month of the two different years.