Job Billing Analysis (JCR730)

Using reports

Use this program to print a billing analysis of jobs to date.

The report compiles a list of all jobs in the jobs file. This report is helpful in terms of tracking billing amounts to meet the estimate. It provides the estimated figures, the actual figures and the amount remaining.

Report information includes job number and name, customer name, manager, warehouse, status, billing type and frequency, actual start date, estimated completion date, percentage complete, date percent complete was entered into the system. The report also includes job totals for: estimated billing, actual billing, remaining amount to bill, percentage of estimate, freight amount, and tax amount. If you detail transactions, the job totals are broken out by cost type for each job. If you select past billing to be included, the program prints each invoice number, date, billing amount, freight amount, tax amount, and total amount.

Click field descriptions for information on each field.

See also

Selecting existing templates

Creating system templates

Editing the order, range and properties stored in templates

Setting printer properties in templates

Using print options in reports

Setting a default printer using templates topics

Using print options

Using report templates

Viewing reports on screen (using the viewer)

Register formats and procedures

Reports and Prints Menu Options