Posted Detail by Contract (Live Report)

This report shows everything you posted to billing for each contract — across all service types — for a defined billing period (usually the previous month). It’s a clean audit trail that confirms what went out the door and what made it to invoicing, without digging through piles of tickets, charges, and contracts.

If you’ve ever needed to double-check:

“Did we actually bill them for all of that?”
“Why is this invoice total lower than expected?”
“What changed from last month?”

…this report gives you that clarity fast.

Perfect for month-end reconciliation or preparing next month’s billing.

💡 Perfect For

✔️ Month-end billing review
✔️ Internal audits before invoicing goes out
✔️ Spotting missing or miscategorized charges
✔️ Confirming contract alignment
✔️ Rebuilding trust in your billing data

📊 What This Tells You

• What was posted to each contract in the selected period

• All service types side by side (labor, recurring services, charges, project labor, etc.)

• Trends across multiple billing periods

• Where totals don’t match expectations (red flags)

• Historical reporting to support billing dispute resolution

This is the kind of report that saves thousands by catching issues before the invoice is sent.

📦 What You Get

📄 PDF Build Guide

• Step-by-step build instructions

• Every formula included + appendix for copy/paste

• Explanation of why each component exists (not just button clicks)

🔧 Format & Structure Training

• Build with confidence, not guesswork

• Learn principles you can reuse for future financial reports

🎥 Support & Fine Tuning

• Email support included

• Short tuning videos available for clarity and troubleshooting

🚀 Optional Install Help (Add-On)

• Available as part of multi-report bundles

• I’ll install and verify it in your tenant

🔌 Plug-and-Play Ready

• Built for most Autotask setups

• Designed around standard billing flows

✨ Bonus

• Great tool to standardize a billing meeting cadence

• Helps reduce “billing surprises” and invoice arguments

🛠️ Technical Requirements

• Autotask LiveReports access

• Posted billing history