The Invoices by Client Report gives a list of clients and their invoices between selected dates. In this report, the value of time & cost is shown based on charge rate.
This report is a useful one for managers to compare the invoiced amount and the value of time & cost for the invoice.
How to generate the Invoices by Client Report
Go to Reports >> Performance Reports >> go to ‘Invoicing’ section beneath ‘Sub-Consultants’ >> click on ‘Invoices by Client’ and select the required date range.
You can also optionally filter and/group this report by Invoice Office, Client, Job, Client Owner and Job Owner.
Now click on the ‘Report Options’ button and select one of the preview options to see a preview of ‘Invoices by Client’ report.
Understanding the Data
The Invoices by Client report shows the following information –
- Client Name
- Client Code
- Invoice Number
- Invoice Date
- Invoiced Amount
- Total Value of Time and Cost $
- Job Code and
- Value of Time and Cost $
The Invoice No, Invoice Date, Invoiced Amount and Job Code for this report comes from Invoices >> Load Invoices page.
From Invoices >> Load Invoices >> click on the required invoice number to go into Invoice Management page >> click on the Report Options button on the top of the page >> select Assigned Time and Disbs from the dropdown menu to go into Assigned Time and Disbursements of Invoice page.
The ‘Total Value of Time and Cost $’ for this report comes from the ‘Charge Extension’ header in this page.
Abtrac KB# 2145