# My Billable Charges Report

Source: https://docs.astalty.com.au/guide/reports/my-billable-charges-report

> See the billable charges on Tasks assigned to you within a selected time period, with totals for hours and value.

> **Access to this report**
>
> Admins with Finance access can open My Billable Charges. A Team Member can open it once an Admin ticks [**Can access the My Billable Charges Report**](https://docs.astalty.com.au/guide/roles-and-permissions#team-member-permission-toggles) for them, which is off by default. Managers can't open it, and there's no setting to change that.
>
> It shows only the charges on Tasks assigned to **you**. For all billable charges, use the [Billable Charges Report](https://docs.astalty.com.au/guide/reports/billable-charges-report).

Open [**Reports > Finance > My Billable Charges**](https://app.astalty.com.au/reports/finance/my-billable-charges).

![The Reports page searched for My Billable, with My Billable Charges highlighted under Finance, described as All billable charges that you have created within a selected time period.](https://docs.astalty.com.au/assets/my-billable-charges-report-list.png)

## Report Overview

My Billable Charges lists the billable charges on Tasks assigned to you whose date falls in the selected period. Use it to review your own billing, check what's still outstanding, and reconcile the work you've delivered.

The report follows the same rules as the [Billable Charges Report](https://docs.astalty.com.au/guide/reports/billable-charges-report), limited to your Tasks:

- Charges on supports (shifts) and direct charges aren't listed, even ones you worked or entered, because they aren't on a Task.
- Only charges marked billable and linked to a Participant are included.
- Until you set the **Invoiced Status** filter, the report shows charges that are ready to invoice or already invoiced.

For a breakdown of your billable and unbillable **time** rather than individual charges, see the [My Billable Hours Report](https://docs.astalty.com.au/guide/reports/my-billable-hours-report).

![The My Billable Charges Report for 13/07/2026 - 19/07/2026, with Total Billable Hours of 10.38 and Total Billable Charges of $1,447.23, above a table of charges showing Date, Source, Type, Participant, Team Member, Charge Item, Quantity, Unit, Unit Cost, Total cost and Due.](https://docs.astalty.com.au/assets/my-billable-charges-report-overview.png)

## Summary totals

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

- **Total Billable Hours**: the total quantity of your charges whose Charge Item is charged by the hour.
- **Total Billable Charges**: the total of the **Total cost** column, including GST on any Charge Item that attracts GST.

## Choosing a date range

Use the **Date** selector at the top to set the period the report covers. It defaults to the current week, Monday to Sunday, compares against each charge's date, and includes both end dates. 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.

![The My Billable Charges Report with the Date selector highlighted, set to 13/07/2026 - 19/07/2026, and its picker open showing Last, This and Next with Week, Fortnight, Month, Quarter, Year and Financial Year presets, a two-month calendar, and Cancel and Select buttons.](https://docs.astalty.com.au/assets/my-billable-charges-date-range.png)

## Report columns

- **Date**: the date of the charge.
- **Source**: where the charge came from. This column appears only if you have Scheduling, and always reads **Task** here.
- **Type**: the funding management type: **NDIA**, **Plan**, **Self** or **Unknown**.
- **Participant**: the Participant the charge relates to.
- **Team Member**: the user the Task is assigned to, which is you.
- **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, including GST on any Charge Item that attracts GST.
- **Due**: how much of the charge is still outstanding.

Rows are sorted by **Date**, oldest first. Click a column heading to sort by it instead.

## Filters

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

- **Quantity**
- **Invoiced Status**: **Invoiced** or **Not invoiced**
- **Activity** (with Scheduling)
- **Charge Item**
- **Participant**
- **Site** (with Scheduling)
- **Claim Type**
- **Management Type**

Each works as described on the [Billable Charges Report](https://docs.astalty.com.au/guide/reports/billable-charges-report#filters). This report has no export.

![The My Billable Charges Report with the Filter button highlighted and its menu open, listing Quantity, Invoiced Status, Activity, Charge Item, Participant, Site, Claim Type and Management Type.](https://docs.astalty.com.au/assets/my-billable-charges-filters.png)