My Billable Charges Report

You can find the My Billable Charges report by navigating to the Reports page in Astalty and clicking My Billable Charges under the Finance heading.

Report Overview

My Billable Charges lists all billable charges that you created within a selected time period. Use it to review your own billing, check what's still outstanding, and reconcile the work you've delivered.

For a breakdown of your billable and unbillable time rather than individual charges, see the My Billable Hours Report.

Summary totals

Above the table you'll see two totals for the selected period:

• Total Billable Hours — the total billable hours across your charges.
• Total Billable Charges — the total dollar value of those charges.

Choosing a date range

Use the Date selector at the top to set the period the report covers. You can step through periods with the ‹ and › arrows, or open the picker to choose a preset — Last, This or Next combined with Week, Fortnight, Month, Quarter, Year or Financial Year — or select a custom range on the calendar.

Report columns

• Date — the date of the charge.
• Source — where the charge came from, for example a Shift, Task, or manual charge.
• Type — the funding management type: NDIA, Plan, or Self.
• Participant — the Participant the charge relates to.
• Team Member — the team member the charge is attributed to.
• Charge Item — the Charge Item reference used.
• Quantity — the number of units charged.
• Unit — the unit of measure for the charge (for example H for hours or E for each).
• Unit Cost — the cost per unit.
• Total cost — the total value of the charge.
• Due — how much of the charge is still outstanding.

Filters

Use the filter (funnel) icon to narrow the charges shown by:

• Quantity
• Invoiced Status
• Activity
• Charge Item
• Participant
• Site
• Claim Type
• Management Type