Project Billing Activity
This report produces the
following columns:
- Requisition ID
- Supplier
- Manager
- Worker - Worker name that is associated with a unique position name.
- Project Detail
- Project Description
- Initial Amount
- Amount - One detail row per unique project amount.
- % Allocated
- Bill Amount
- *Billing Cost Allocation Field Value*
- Value is unique per client organization.
- Column repeats per unique occurrence of field (1-xx).
- Column only displays if Include Billing Cost Allocation Fields check box is selected in the report configuration filters.
- Balance
- Billing Item ID
- Billing Item Amount
- Billing Item Period End Date
- Approved By
- Date Approved
- Invoice ID
- Invoice Date
- Invoice Period End Date
- Payment Status
- Date Client Payment Received
- Supplier Invoice Number
- Supplier Payment
- Check Number
- Date Supplier Paid
- Requisition Custom Fields
- Column repeats per unique occurrence of field (1-xx).
- Column only displays if Include Requisition Custom Fields check box is selected in the report configuration filters.
Filter | Description |
---|---|
Invoice Option | Select the invoice option for the engagement. This field is set to 'All' by default. See c_invoicing.html. |
Date Type | From the drop down, select the date type. You can select from the
following:
This setting is used in conjunction with From dateand To date fields. You specify a date range based on the end date type. |
From date | Enter the beginning date for the date range. You can also click the calendar icon to open a calendar pop up that allows you to select the date. |
To date | Enter the end date for the date range. You can also click the calendar icon to open a calendar pop up that allows you to select the date. |
Project Detail | Filter the report output by the project billing type. You can only filter by one type (for example, milestone) in the output. |
Requisition Status | Select the status of the engagement to report on. |
Supplier | Filter the report output by the supplier/vendor associated with the project engagement. This field is set to 'All' by default. |
Show Requisition Custom Fields | Select the check box to include requisition custom fields in the report output. This setting is deselected by default. |
Include Billing Cost Allocation Fields | Select the check box to include billing cost allocation custom fields in the report output. This setting is deselected by default. |
Summarize by | From the drop down, select how to summarize the output columns in the report. |