Sample Time & Expense Reports
August 16, 2024
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Time & Expense reports include billing worksheets, expenses by client and staff, open time, time records by client and date, time slip realization, and more. This article shows examples of each included report to help you decide which to run.
Accessing Reports
You can access Time & Expense reports from the menu.
- Click
Reports. - Click the Time & Expense tab.
- Click the desired report.
For additional information, see the Reports Overview article.
Available Reports
The following Time & Expense reports are available in Mango.
- Billing Worksheet by Billing Group
- Billing Worksheet
- Daily Slip Amounts Chargeable and Non-Chargeable
- Expenses by Client – ALL
- Expenses by Client – Open
- Expenses by Staff – Open
- Open Time Aging Detail
- Open Time Aging Detail by Billable/Non-Billable
- Open Time Aging Detail – Grouped by Engagement and Activity
- Open Time Aging Summary
- Open Time Aging Summary By User
- Open Time Aging Summary Group By Engagement/Activity
- Open Time Aging Summary Sorted by Balance
- Open Time Records by Date
- Selected Unbilled Time and Expenses – Open Time
- Time Records by Client – Open
- Time Records by Client – Open/Closed
- Time Records by Date – Open/Closed
- Time Records by Staff & Date
- Time Records by Staff & Date – Billed/Unbilled
- Time Records by Staff & Date with WU/WD by Client
- Time Records by Staff with Client by Engagement – Open/Closed
- Time Records Grouped by Client – Open
- Time Slip Realization – Billed and Paid Production
- Time Slip Realization – Invoices and Production
- Time Slip Realization – Invoices and Production by Client
Billing Worksheet by Billing Group
Client list of WIP, last 3 invoices, last 3 payments, A/R Aging, A/P Aging and Client general information. Warning: Selecting a large number of clients will take longer to process the report since this report is complex. Best to select a few clients at a time.
Billing Worksheet
Client list of WIP, last three invoices, last three payments, A/R aging, A/P again, and GENERAL Client information. Warning: Selecting a large number of clients will take longer to process the report since the report is complex. Best to select a few clients at a time.
If the Billing Worksheet (client selection required, 25 max per report) report does not generate properly, please narrow the focus of the report or use the Billing Worksheet by Billing Group. Please report any issues to support@mangopractice.com.
Daily Slip Amounts Chargeable and Non-Chargeable
Daily slip amounts by staff including Chargeable and Non-Chargeable.
Expenses by Client – ALL
Expenses by Client that have been billed and are open for filing. Sorted by Client and Expense Date.
Expenses by Client – Open
Expenses by Client that have NOT been billed. Sorted by Client and Expense Date.
Expenses by Staff – Open
Open Expense Report grouped by Staff and filtered by Client and Date.
Open Time Aging Detail
Client Listing of open time records grouped by Clients and subtotaled by Engagement.
Open Time Aging Detail by Billable/Non-Billable
Client listing of open time records summarized and aged by billable/non-billable.
Open Time Aging Detail – Grouped by Engagement and Activity
Client listing of open time records grouped by Engagements and Activity.
Open Time Aging Summary
Client Listing of open time records summarized and aged by client.
Open Time Aging Summary By User
Open time records aged and grouped by User and Engagement. Subtotals by User and Engagement with report totals.
Open Time Aging Summary Group By Engagement/Activity
Client time summary aged by group and totaled by Client and Engagement.
Open Time Aging Summary Sorted by Balance
Provides information regarding client balances in a summary format. Subtotal by client with report totals.
Open Time Records by Date
Client time records grouped by Date and totaled by Date with report totals.
Selected Unbilled Time and Expense – Open Time
Selected Unbilled Time and Expenses.
Time Records by Client – Open
List of all open time records (Billable/Nonbillable) by Client, grouped and totaled by Client and Engagement.
Time Records by Client – Open/Closed
List of all time records (Billable/Nonbillable) by Client, grouped and totaled by Client and Engagement. Includes open and billed time records. This report is useful to Filter for Vacation, Sick, or any other Activities used on time records to your firm. All Activities, on time records, entered for your firm are Marked As Billed and would not reflect on an Open Time Report.
Time Records by Date – Open/Closed
Time Records grouped by date and sorted by client. List of all time records (Billable/Nonbillable) by Client, grouped and totaled by Client and Engagement. Includes open and billed time records. This report is useful to Filter for Vacation, Sick or any other Activities used on time records to your firm (See Help Article). All Activities, on time records, entered for your firm are Marked As Billed and would not reflect on an Open Time Report.
Time Records by Staff & Date
Time record by grouped by Staff and Date.
Time Records by Staff & Date – Billed/Unbilled
Time record by grouped by Staff and Date for billed and unbilled time.
Time Records by Staff & Date with WU/WD by Client
Time record by grouped by Staff and Date for billed and unbilled time.
Time Records by Staff & Date with Client by Engagement – Open/Closed
Time Records For Each Staff with Client and Engagement – Open/Closed.
Time Records Grouped by Client – Open
List of all open time records (Billable/Nonbillable) by Client, grouped and totaled by Client and Engagement without Billing group.
Time Slip Realization – Billed and Paid Production
Paid and invoiced slips with realization adjustments by staff and client.
Time Slip Realization – Invoices and Paid Production
Invoiced slips with realization adjustments and recorded slips with realization adjustments by staff.
Time Slip Realization – Invoices and Production by Client
Invoiced slips with realization adjustments and recorded slips with realization adjustments by staff and client.
