Selections

Job

Type the job number.

Billing #

Type the billing number to print, or press Enter for the current billing on each job. If the billing number exceeds 999, the billing number will automatically be converted to the alpha equivalent (Example: A00 = 1000).

Job notes?

Select this checkbox to include remarks from the Jobs screen on this report.

Create PDF with all images appended?

Select this option to bundle the report and all associated images into a single PDF file. The appended images each appear in the same order in which the related transactions are listed in the report.

When this option is selected, the Distribute option will not be available.

Format

• Detail with markup shown

• Detail with no markup display

Select the report format you want to print.

Sort by

Phase / cost type

• The report will be sub-sorted by Job, Bill #, Phase, Cost type, Sequence.

Phase / cost type with group subtotals

• The report will be sub-sorted by Job, Bill #, Major/Minor group, Phase, Cost type, Sequence.

Cost type / phase

• The report will be sub-sorted by Job, Bill #, Cost type, Phase, Sequence.

Cost type / phase with group subtotals

• The report will be sub-sorted by Job, Bill #, Cost type, Major/Minor group, Phase, Sequence.

Cost type / date

The report will be sub-sorted by Job, Bill #, Cost type, Transaction date, Work date, Reference 1, Sequence

The Reference 1 sub-sort option will vary based on the main code for the Transaction type:

• AP transaction types will sort by Vendor

• PR transaction types will sort by Employee

• G/L transaction types will sort by G/L description

• EC transaction types will sort by Equipment code

Cost type / code

• The report will be sub-sorted by Job, Bill #, Cost type, Reference 1, Transaction date, Phase, Sequence

• The Reference 1 sub-sort option will vary based on the main code for the Transaction type:

  • AP transaction types will sort by Vendor

  • PR transaction types will sort by Employee

  • G/L transaction types will sort by G/L description

  • EC transaction types will sort by Equipment code

Phase digits

• The report will be sub-sorted by Job, Bill #, Phase digits, Phase, Cost type, and Sequence. If you choose this option, the fields below become available.

Phase digits

• From digit

• To digit

If you have chosen the Phase digits sort by option, specify the job phase you want to start and end with on the Detail Billing Report.

Phase break on phase digit?

If you have chosen to sort the Detail Billing Report by phase, select this option to add page breaks between phases on the report.