It differentiates between billable and non-billable hours. Billing values are calculated by activity, project and by client.
A standard billing rate, is used as default, can be overridden by a special billing rate for any specific task.
Monthly and cumulative hours and billing values over the life of projects are analysed and charts, graphs and tables are produced.
All reports feature drilldown and summarize facilities.
All analysis can be segmented by department and employee.
Analysis can be segmented by activity type and client.
The template uses only standard Excel features and can be customized and extended within Excel.
Key Features of the Excel Template
Billing and Timesheet Features
The Professional Services billing and timesheet Excel template incorporates the following features:
- Records Employee name, Dept., Staff No., Date, Week No., and Standard Billing Rate.
- Records time worked by Date, Client, Project No., and Activity Code.
- Actual hours are calculated from start and end times entered.
- Time can be designated as billable (default) or non-billable.
- Standard billing rate used as default can be overridden by a special billing rate for any specific task.
- Billing values are calculated for all billable hours.
- Totals are calculated for Hours Worked, Billable Hours and Billings Value
- Calculates and displays the Total Billable and Non-Billable Hours and Total Hours worked in the week.
- Two options for inputting billing and time data
- (1) an individual weekly timesheet for each employee or
- (2) a log where data for all employees can be entered. You get both versions!
- Produces user-friendly print format.
- Facilitates signature and approval signoff.
Analysis & Reporting Features
The weekly timesheet can be added to the cumulative project hours from previous weeks.
A comprehensive range of reports and charts are then produced. Click on the images above to enlarge.
The analysis includes:
- Billable Hours and Value by Client, Project and Activity
- Client Billing by Project Chart
- Percentage Breakdown of Billing by Client Pie Chart
- Total Billing by Client Chart
- Billable Hours by Activity Pie Chart
- Activity Hours and Billable Value by Client
- Uses only standard Excel features, no macros
- Fully customizable Excel template
- Uses only standard Excel features, no macros
- Simple to setup – if you have Excel, you are ready to go!
- Comprehensive User Guide
- Outstanding customer service and support -- just check out what our customers say
- Scroll down to check our customer product reviews below!
- No Quibble Money Back Guarantee
All reports feature drilldown and summarize facilities as depicted here.
All analysis can be further segmented by department and employee.
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If the features of the Excel Professional Services Billing template are not exactly what you need please contact us and we will see if we can meet your needs.
No Quibble Guarantee
Before purchasing, check out the Excel Billing Timesheet Templates for Professional Services / Projects User Guide for full details of the comprehensive list of features and the ease-of-use that allows you to get started right away!
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Reviews Hide Reviews
Just what we needed and was able to implement into our business within a day or two. Well-constructed, no fuss, easy to use. Thanks
Professional Services Billing Timesheet Excel Template
After much searching on-line for an affordable billing tracking solution, I came across The Business Tools Store. Their help in customizing the template for my exact needs was fabulous. Even with a considerable time zone difference (I'm in the US), they were prompt to respond and very patient with all my questions. I will definitely be purchasing more spreadsheets. This saved me so much time vs. me building from scratch. Kudos for a great product and stellar customer service!
More than I expected!
I was delighted to find that the timesheet template was a lot more than just the timesheet itself - great value in terms of the hours I would have had to spend just to set up even a basic version. Thanks to the team for their prompt help with my customisation queries - great service.
Problem Solved Thank You
Many thanks for your prompt reply And really positive conclusion to my problem It is my intention to look at other products on your site & buy more if I can use them They are priced right & your customer care is demonstrably excellent. Best wishes Don