The various work in progress reports show jobs,
tasks, and costs in different ways, so have different
purposes. The Billing Hot Sheet report is
a great pre-billing report, since it lists your
unbilled jobs by client. It summarizes the unbilled
totals by job, so it is a very compact report; however,
it doesn’t show much detail. The Job Billing
Worksheet shows unbilled jobs and their tasks.
It prints each job on it's own page so it can be
a long report. The Unbilled Costs by Job
report shows for each job ticket by task, all the
net cost amounts and hours with the unbilled amount.
Tasks without unbilled costs aren’t included
on work in progress reports.
To print work in progress reports
1 Choose Work in Progress from the Snapshot menu.
2 Select a production status code range.
3 Choose a report, then click Print.
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Work
in Progress Reports
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Billing Hot Sheet
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The Billing Hot Sheet shows
unbilled jobs by client -- including each
job’s estimate (plus change orders),
billed, and remaining unbilled amounts. A
checklist of the billing workflow steps is
listed for each job.
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Job Billing Worksheet
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The Job Billing Worksheet
shows unbilled jobs and their tasks -- including
each task’s budget, costs, commitments,
billings-to-date, and a space to enter the
amount to bill now. Every job is printed on
its own page, making the report easy to distribute
to AEs.
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Unbilled Costs by Job
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The Unbilled costs by Job
report shows all the unbilled costs for a
job ticket.
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