Estimated Job Expenses Report

How do I

The Estimated Job Expenses report provides detailed information for reviewing your job estimates. You can run this report during the progress of a job to compare your estimates with actual costs and expenses. The report displays your estimates (expenses and units) and actual totals (expenses and units) and shows you the difference.

If you want to compare estimates with actual totals at the end of a job, you may want to filter out Active jobs. The report will then include only the completed jobs.

Options

Select the Options button to determine the data criteria for the reports you want to see or print. For this report Sage 50 displays the following filter options:

  • Dates:You can enter Exact Date, Today, or This Period.
  • Sort by: You can sort by job ID or description.
  • Select a filter: First, select a filter on the left. Then, define the options for that filter on the right. The options differ based on the filter selected. Tell me more about the types of filter options.
  • Include Jobs with Zero Amounts: Select this check box to include those jobs with zero balances.

Columns

Select the Columns link to choose which data fields to include and where the columns break on your report. Tell me more about choosing report fields.

Fonts

Select the Fonts link to set the font styles for the heading and body of the report. You can also have the titles of the report show special codes, such as the current period, today's date, an as-of date, and the company name. Tell me more about formatting reports.

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