Project Billing Summary screen
Use the Project Billing Summary screen to create a report of contract amounts, invoices, payments, and balances for a selected range of dates. You can print or save this report.
For more information on running the report, see Run and Print Reports.
You can control the output of the Project Billing Summary report by entering details in one or more of the following fields on the Options tab:
Select Format - If you have modified the format and layout of this report on the Modify Reports screen, click
to select the version to use for this report. If you haven't modified the report, this field doesn't appear.
Report From Date - Enter the start date for the report, click
to select the date from a Date Picker, or click
to enter a Date Formulas. If you want to save the information in the date field when you save the report options, you must use a date formula.
Report Through Date - Enter the end date for the report, click
to select the date from a Date Picker, or click
to enter a Date Formulas. If you want to save the information in the date field when you save the report options, you must use a date formula. This field is required.
Company - Click
to select one or more companies for the report. If no companies are selected, all companies appear in the report.
Division - Click
to select one or more divisions for the report. If no divisions are selected, all divisions appear in the report.
Project - Click
to select one or more projects for the report. If no projects are selected, all projects appear in the report.
Project Status - Click
to select the project status for the report. Select Both to show both active and inactive projects in the report.
Project Classification - Click
to select one or more project classifications for the report. If no classifications are selected, all classifications appear in the report.
Project Manager - Click
to select one or more project managers for the report. If no project managers are selected, all project managers appear in the report.
Customer - Click
to select one or more customers for the report. If no customers are selected, all customers appear in the report.
Billing Format - Click
to select one or more billing formats for the report. If no billing formats are selected, all billing formats appear in the report.
Include Pending Transactions - Select the checkbox to include both pending and posted transactions in the report. Deselect the checkbox to show only posted transactions in the report.
List Unapproved CMRs - Select the checkbox to include unapproved contract changes in the report. Deselect the checkbox to include only approved contract changes in the report.
Include Initial Balance Customer Invoices - Select the checkbox to include customer invoices entered as initial balances in the report. Deselect the checkbox to include only customer invoices not entered through initial balances.
