Section I: How to access job reports
Select Reports & Forms, and then select Jobs
Section II: Available job reports
Note: Cost Code List, Job Costs by Type, and Phase List are only available in Premium and Quantum versions.
- Cost Code List - Job cost code list showing type and active or inactive status
- Estimated Job Expenses - Estimates for units and expenses versus actuals (subtotaled by job)
- Estimated Job Revenue - Estimated revenues versus actual revenues (subtotaled by job)
- Job Costs by Type - Costs and number of units broken down by cost type for jobs that have phases
- Job Estimates - Estimated units and expenses for each job, including phases and cost codes
- Job Ledger - Transactions that are assigned to a job, including subtotals by phase and job, shows vendor purchased from, what was purchased, and the cost of the item based on a job
- Job List - Jobs with starting and ending date, Customer ID, and completion status
- Job Master File List - Jobs with complete detail as entered in Maintain, Jobs
- Job Profitability Report - Jobs with activity, actual expenses, revenues and gross job profit
- Job Register - Job information, including transaction activity for a specific date and the current balance
- Job Retainage Report - Job information with retainage activity
- Phase List - Job phase list showing the active or inactive status and whether a phases uses cost codes
- Unbilled Job Expense - Expense transactions assigned to jobs that have not been applied to an invoice
- Work in Progress - Review jobs in progress, determine profitability on completed jobs, and over/under job billings on jobs in progress