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  3. Reports
  4. Invoice Preparation Information Report

Invoice Preparation Information Report

The Invoice Preparation Information Report gives detailed invoice information so that you can analyse all budget, time, invoice and job data for a selected job/jobs before preparing an invoice/s.

This report is best run for single jobs or it can optionally be run for multiple jobs from the Manage WIP >> Unbilled Work Quick Summary screen.

How to generate the Invoice Preparation Information Report

Generating Invoice Preparation Information Report from the Reports screen

From Reports >> Performance Reports >> search for or select ‘Invoice Preparation Information Report’ from the Timesheet Entries section >> select the required ‘Date To’.

You can optionally filter and/or group this report by Job Office, Client, Job, Job Owner 1, Billable WIP and Charge Rate/Cost Rate.

You can also choose tick boxes to show task, activity, or show task & then activity.

This report can be sorted by Client or Job Code.

Make sure that you filter by either Client or Job in order to run this report. Otherwise you can run this report for billable WIP by ticking the Billable WIP box.

Now click on the ‘Report Options’ button and select one of the preview options.

The ‘Choose Timesheet Options’ pop up box appears.

Select the required options and click on the ‘Print Preview’ button to preview the Invoice Preparation Information Report.

Generating Invoice Preparation Information Report from the Unbilled Work Quick Summary screen

From Manage WIP >> Unbilled Work Quick Summary >> select a single or multiple jobs >> click on the ‘View Reports’ button on the top right to go into the reports screen for this page.

Select Invoice Preparation Information Report from the list of reports.

You can click on the magnifying glass icon near the ‘Job’ filter and in the ‘Select Multiple Records’ pop up box, you can add or remove from the already selected jobs in the ‘Unbilled Work Quick Summary’ screen.

You can group this report by Job Owner.

The Invoice Preparation Information Report from this screen can only be generated for Billable WIP.

Similar to the Performance Reports’ screen, you can choose tick boxes to show task, activity, or show task & then activity.

This report can also be sorted by Client or Job Code.

Now, click on the ‘Print Preview’ button and choose timesheet options from the popup box to view the Invoice Preparation Information Report for the selected job/s.

Abtrac KB# 2003

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