Well, I'm not exactly sure what you want to know, but reports do seem to flummox users a bit. Timeslips tracks quite a bit of information about slips. For example, what day the work was done (Slip Date), whether it has been billed yet (WIP vs Billed) and what date it was billed (Billed on Invoice Dated). So when you say you want "Billed Fees per year, broken down by month" that is a bit vague to me. Do you only want time/fee slips that were actually billed on an invoice dated in that year? Or time/fee slips dated in that year that have been billed? 

Total Fees and Total Billed Fees for a given month can (and often does) differ if not all slips are being billed and are staying in WIP.

I'm not sure why you would run a Payment based report to see Billed Fees, payments can often occur WAY later than billing.

At any rate a Slip Summary with the correct filters and sort should give you what you want.

Nancy Duhon, Esq.
Duhon Technology Solutions, LLC
Master Certified Consultant for Sage Timeslips
Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions.
404-325-9779
[email protected]

Hi Nancy! Thank you for your reply. Flummox is certainly an understatement for me! So, I am trying to create a spreadsheet for our management team that shows our total billings vs total collections - on a monthly basis. I will certainly try the Slip Summary and see if I can't get the information requested. 

Thanks for your help.

You might want to try the Monthly Totals report under (from the topmost menus) Reports, Client tab, then find Monthly Totals. Add your date range and make sure the option to include unapproved payments is set, but that should be pretty close for you. It will include billed expenses as well, but should be pretty close to what they want.

That is the Timekeeper Contributions and Collections report where it is already broken down for you.

This report allows you to summarize information for timekeepers in your firm. Use this report to track
totals throughout the billing cycle for each timekeeper, such as work in process, amounts billed,
payments received and write-offs. You can also break down these totals further by client.

You can format this report further using the settings within the Report Options dialog box.