JC Unbilled Analysis
You can use the JC Unbilled Analysis report by selecting .
This report reads the current and previous rate as well as the restrictions in JB Labor Rates and JB Labor Rate Overrides and also will bring in the Material and Equipment Rates. These rates are then multiplied with the Actual Hours or Actual Units to get the Costs. The Cost Column will be computed within the date range selected from the parameters, while the Previous Cost and Cost to Date columns will be calculated based on information prior to the beginning date/month and ending date/month parameters, respectively. At this time the report does not include Markups or Add-ons. The report will always show unbilled items, use parameters to show Non-billed and Billed items. There are also parameters to set threshold amounts that let the user see transactions above a certain dollar amount and an option to sort by Phase or Date. The last section of the report shows a list of AP Unapproved Invoices and the associated attachments.
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Report Parameters |
Description |
|---|---|
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Company |
Accept the default, or press F4 to select a company. |
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Contract |
Click the Field Lookup button or press F4 to select the contract or leave blank for all. |
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By (D)ate or (M)onth |
Enter D or M. |
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Beginning Month |
Enter beginning month (MM/YY). |
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Ending Month |
Select the date-range arrows to select the Ending Month |
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Beginning Date |
If By Date or Month is D, enter beginning date (MM/DD/YY). |
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Ending Date |
If By Date or Month is D, enter ending date (MM/DD/YY). |
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Beginning Phase |
Select the Field Lookup button or press F4 to select the beginning phase. |
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Ending Phase |
Select the Field Lookup button or press F4 to select the ending phase. |
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Beginning Cost Type |
Enter or select the applicable beginning cost type. |
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Ending Cost Type |
Enter or select the applicable ending cost type. |
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Include JC Trans Types (ie: PR,EM,CA,MO, etc.) |
Enter JC trans types separated by comma or leave blank for all. |
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Show (R)evenue, (C)ost, or (B)oth |
Enter R, C, or B. |
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Print (B)illed, (U)nbilled, (N)on-Billable, or Blank for All |
Enter B, U, N, or leave blank for all |
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Amount Threshold (per Transaction) |
Accept default or enter threshold amount. |
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Show Long Description? |
checkbox to show long description. |
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New Page Per Job? |
checkbox for page break per job. |
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Sort by (D)ate or (P)hase |
Enter D or P. |
