Understanding and resolving error messages in Accounts Revenue, Project Analytics, and Team Revenue.

Analytics Error Messages

The analytics pages (Accounts Revenue, Project Analytics, and Team Revenue) display error messages to help identify missing or incomplete data. These errors don't prevent the analytics from running - they highlight issues that may affect accuracy.

Accounts Revenue

Salary & Cost Errors

Error Message	Meaning	How to Fix
No staff salary found for [Employee Name]	The employee doesn't have a salary record for the selected period	Go to Team > Salaries and add a salary record with the correct effective date
No hourly cost set for [Employee Name], calculated using per month and work pattern	The hourly cost field is empty, so it was calculated from monthly salary and work pattern	Add the hourly cost in Team > Salaries, or leave it to use the calculated value
Error calculating hourly cost for [Employee Name]	Unable to calculate cost - usually missing work pattern	Check Team > Work Patterns for the employee

Overhead Errors

Error Message	Meaning	How to Fix
No overhead found for office [Office Name]	The office doesn't have overhead configured for the period	Go to Settings > Offices & Departments and add overhead for the office
Calculated overhead per hour for office [Office Name]...	Informational - overhead was calculated from monthly cost	No action needed unless the value seems incorrect
No billable hours found for office [Office Name]	No time was tracked for employees in this office	Verify time tracking entries exist for the period

Rate Schedule Errors

Error Message	Meaning	How to Fix
No valid rate schedule found for [Account Code]	The account doesn't have an active rate schedule for the selected dates	Go to Client Work > Rate Schedules and ensure a rate schedule exists with valid effective dates
Missing rate schedule for [Account]	Similar to above - no rate schedule configuration found	Create or update the rate schedule in Client Work > Rate Schedules

Project Analytics

Invoice & Quote Errors

Error Message	Meaning	How to Fix
No invoice amount or quote amount set for project [Project Name]	The project has neither an invoice amount nor a quote amount	Edit the project in Client Work > Projects and add the invoice or quote amount
Using quote amount for project [Project Name] as invoice amount is not set	The invoice amount is missing, so the quote is being used instead	Add the invoice amount in Client Work > Projects if the project has been invoiced
Cannot calculate profit - no invoice amount	Profit margin cannot be calculated without knowing the invoice amount	Add the invoice amount once the project has been billed
Project has invoice amount but no tracked hours	An invoice amount exists but no time has been tracked	Check if time entries exist for this project, or if they need to be moved from another project

Project Status Warnings

Warning Message	Meaning	Action
Project [Project Name] is not completed yet	The project is still in progress	This is informational - the project will show partial data until completed

Team Revenue

Billing Rate Errors

Error Message	Meaning	How to Fix
Error getting billing rate for [Employee Name]	Unable to determine the billing rate for the employee's time	Check that the employee has a valid rate card assignment, or that the project/rate schedule has rates configured
Missing date for time entry	A time entry doesn't have a valid date	Review and correct time entries in Client Work > Time Tracking

Employee Data Errors

Error Message	Meaning	How to Fix
No salary found for employee [Employee Name]	Same as in Accounts Revenue - missing salary record	Add salary in Team > Salaries
No staff salary found for [Employee Name]	Missing salary configuration	Go to Team > Salaries and add the employee's salary

General Troubleshooting Tips

Check date ranges: Many errors occur when salary, overhead, or rate schedule records don't cover the selected date range. Ensure effective dates are set correctly.
Review employee setup: For accurate cost calculations, each employee needs:
- A salary record (Team > Salaries)
- A work pattern (Team > Work Patterns)
- An office assignment (Team > Members)
Verify office configuration: Each office needs overhead configured in Settings > Offices & Departments for accurate cost calculations.
Project completeness: For accurate project analytics, ensure projects have:
- Quote amount (before work begins)
- Invoice amount (after billing)
- Time tracked against them
Errors vs accuracy: The analytics will still run with errors, but the numbers may be incomplete. Resolve errors for the most accurate financial reporting.

Analytics Error Messages

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