Time and project reports: Project history

What was actually reported on the project and, above all, what was invoiced?

Find out with the project history report!

Projects, hours and invoices… How do I get an overview of the projects?

In the project history report you can see all projects or individual ones. You can also control the period, customer and a number of settings to get the information you are looking for. See below how the report works!

You can select several customers and several project managers at the same time in the filters, just as you can already select several projects, consultants or activities. If you leave a filter empty, everything is shown.

What does the report show?

If you make no settings in the report, you will see all projects in the period and all the information about them. The columns will include date, customer, project manager, which consultants have worked in the projects, any comments, reported hours and any related invoices.

All time that is saved in the time report is shown in the history. The Authorised column says yes or no for whether the time is authorised as well as saved. When the invoice has been created from the invoicing basis, it is shown in the report even if the invoice is not authorised.

What does invoiced up/down mean?

What is shown in invoiced up/down is hours. If you have invoiced for as many hours as you reported in your time report, only a summary of the number of invoiced hours is shown, in bold at the bottom of the column.

Why invoice up or down?

You can adjust the invoicing bases that are created from time reporting before you invoice. You may have communicated a different price than the one the activity is normally set to, or you may have missed reporting an extra hour and need to settle it. If the hours are adjusted from what was actually reported, this adjustment will be visible in the invoiced up/down column in the project history report. The hours are also added to the total of invoiced hours on the project.

Finance managers

Finance manager is the role for the person who should be able to see everything in Kleer, often the CFO, the CEO or a finance administrator. That permission includes this report too.

Full read access

Your auditor, potential investors and board members. There can be people around your company who should be able to see all the accounting and all the information, but not be able to do anything administrative in the system. They see all parts of the system, and therefore this report too.

Project managers

Project managers see all the details for their project, including time reported by the other project members.

Employees with a time report

All employees with time reporting see this report, but they only see their own figures. If you have not yet reported time on any project, the report is still shown, but no figures appear in the list.