Job Billing General Reports

General reports in the Job Billing module refer to reports that are available to all geographic areas.

The following table displays a list of all JB general reports, along with a description and how often you should run each report. Click on a link to get additional information on the report.

Title

Description

When Run (Typically)

JB Application For Payment

Displays JB Application For Payment.

Monthly

JB Application For Payment By Bill Group

Displays JB Application For Payment By Bill Group.

Monthly

JB Bill Contract Errors

Displays JB Bill Contract Errors.

As Needed

JB Bill Groups

Displays JB Bill Groups.

Periodically

JB Change Order Billing

Displays JB Change Order Billing.

As Needed

JB Company Parameters

Displays JB Company Parameters.

Periodically

JB Contract Information

Displays JB Contract Information.

Periodically

JB Contract Progress Worksheet

Displays JB Contract Progress Worksheet.

Monthly

JB Equipment Rates

Displays JB Equipment Rates.

Periodically

JB Job Cost Detail Billing Status

Job Cost Billing Status

As Needed

JB Labor Categories

Displays JB Labor Categories.

Periodically

JB Labor Rates

Displays JB Labor Rates.

Periodically

JB List of Bills Per Contract

Displays JB List of Bills Per Contract.

As Needed

JB Material Rate Overrides

Displays JB Material Rate Overrides.

Periodically

JB Processing Groups

Displays JB Processing Groups.

Periodically

JB Progress Bill - Landscape

Displays JB Progress Bill - Landscape.

Monthly

JB Progress Invoice

Displays JB Progress Invoice.

Monthly

JB Progress Invoice By Bill Group

Displays JB Progress Invoice By Bill Group.

Monthly

JB Progress Invoice with Units

Displays JB Progress Invoice with Units.

Monthly

JB Progress Units Bill

Displays JB Progress Units Bill.

Monthly

JB Progress Units Bill (with SM)

Displays JB Progress Units Bill (with SM).

Monthly

JB Retainage Exceptions

Displays JB Retainage Exceptions.

Monthly

JB T&M Error List

Displays JB T&M Error List.

As Needed

JB T&M Invoice By Cont Item With Dates

Displays JB T&M Invoice By Contract Item With Dates.

As Needed

JB T&M Invoice By Contract Item

Displays JB T&M Invoice By Contract Item.

As Needed

JB T&M Invoice By Date

Displays JB T&M Invoice By Date.

As Needed

JB T&M Invoice By Phase

Displays JB T&M Invoice By Phase.

As Needed

JB T&M Invoice By Phase With Dates

Displays JB T&M Invoice By Phase With Dates.

As Needed

JB T&M Invoice By Sequence

Displays JB T&M Invoice By Sequence.

As Needed

JB T&M Invoice By Sequence With Dates

Displays JB T&M Invoice By Sequence With Dates.

As Needed

JB T&M Invoice Detail

Displays JB T&M Invoice Detail.

As Needed

JB T&M Invoice FreeForm

Displays JB T&M Invoice FreeForm.

As Needed

JB T&M Template Setup

Displays JB T&M Template Setup.

Periodically