Billing Time Allocation Survey Form
Report how your billing-related work time is allocated across activities during the selected period.
Survey Details
Role or Department
*
Please Select
Role
Department
Team
Other
Reporting Period
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Total Billing Hours for the Period
*
Time Allocation
Time Allocation by Activity
*
Rows
Percentage
Hours
Direct client billing
Invoice preparation
Timesheet review
Billing corrections/adjustments
Collections/follow-up
Administrative billing tasks
Other billing work
Other billing activity (specify)
Total percentage allocated
Total hours allocated
Notes on time allocation
Context and Follow-up
Primary billing system or process used
ERP system
Spreadsheet-based process
Dedicated billing platform
Manual process
Other
Additional comments or notes
Submit Survey
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