The Job List report gives a list of jobs (projects) with relevant essential information regarding each job. It’s a handy report for project managers to review projects by job type, and project status.
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Timesheet Entries Reports
The Timesheet Entries report shows all time and cost for the chosen criteria.
There are quite a few variations on the ‘basic’ timesheet entries report with options for lots of different filters, groups and sub-groupings.
It is often used in conjunction with the Manage WIP Screen, or the Unbilled Work Quick Summary to determine what can be billed each month.
Job Feedback Report
The Job Feedback Report gives a list of Job Feedback information for jobs within the selected date criteria.
Clients by Client Office Report
The Clients by Client Office report gives a list of clients by each client office.
Jobs to make Non-Current Report
Jobs to make Non-Current report gives a list of possible current jobs to make non-current due to no action on them since a selected date.
Subconsultant Reports By Job
The Subconsultant Reports By Job report option gives a selection of summaries of all subconsultant work for a selected job.
From one menu choice in the reports screen three types of reports can be produced – Subconsultant Fees and Costs by Job, Subconsultant Fees and Costs by Job Detail and the Subconsultant Invoice Supplement.
Clients and Jobs Not Billable Report
The Clients and Jobs Not Billable report gives a list of clients and their jobs which are not billable. This report is for only available for current clients and current projects.
New Clients Between Dates Report
The New Clients Between Dates report gives a simple list of jobs (projects) created between two dates.
Unbilled Work Quick Summary Report
As the name suggests, Unbilled Work Quick Summary Report will give you a summarised report that you can run against one or all jobs, to see quickly what is outstanding out of all your billable time.
It’s a static printable report of unbilled time as of a given date. For live WIP management we recommend using Manage WIP from the Invoicing screens.
(Current) Jobs and Tasks Report
The Jobs and Tasks report gives a list of jobs with associated tasks, estimated time and fees.
Formerly only available for current jobs, you can now filter by date, current/non-current jobs, and also billable/non-billable.
Current Client Contacts Report
The Current Client Contacts report gives a list of all contacts associated with clients. The report shows only current contacts and current clients, grouped and filtered by your company offices. It also optionally groups by client owners. This report is typically used by administration, marketing and project management teams.
Continue readingClient Details Listing Report
The Client Details Listing report option gives detailed information on the client with respect to identification details, invoice defaults, branches, people and job detail.
Continue readingSub-Consultant Invoice Listing Report
The Sub-Consultant Invoice Listing report option can be used to get a summary of sub consultant claims and invoices for all or selected subconsultants, between two dates.
You can choose to view all sub consultant invoices, just those that have been fully processed, or only those still waiting to be fully processed.
Subconsultants Purchase Orders Report
The Subconsultant Purchase Orders report gives a list of purchase orders for all subconsultants.
Reason for Write offs and Write ons
The purpose of this functionality is to categorise the reasons for write offs and write ons, and therefore more easily report on them. The starting point is putting together a list of valid reasons.
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