Job Billing - Billing Transaction Report

Pgm: JB1000 – Billing Transaction Report; standard Treeview path: Job Billing > Reports > Billing Transaction Report

This screen is used to generate the Billing Transaction Report, which generates a list of billing transactions by job code. The report includes job codes, project management details, and multiple billings and transactions.

This report can be further filtered by From/To Date, From/To Department, Job Pick List, From/To Job, From/To Job Cost Code, From/To Category, Project Manager, and Department.

Group By (PM , JOB)

Enter/select "J" or "P" to group the report first by job code or project manager. The default value is "J".

Users can choose whether to include the following items, which are included by default:

• Transaction Detail

• Cost Transactions

• Bill Amount

• Auto Reverse Column

• Previously Billed Transactions

• Currently Billed Transactions

• Unbilled Transactions

• Group Totals

• Bill Code Totals

• Deferred Transactions

Job Status

Enter/select a job status code to include in the report, including all, closed, in process, open, and pending. The default value is "A" for all jobs.

Contract Header

Enter/select whether to print the contract header in the report. The default value "N".

Sample Billing Transaction Report (JB1000)