The Unbilled Job Expense report lists the job, customer ID, and transactions that you were reimbursed for and that were recorded using the Invoicing transaction window instead of being billed through reimbursable expenses. This report is especially useful for pinpointing areas of revenue loss.
Options
Click 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 All, Range, Today, This Period, This Quarter, This Year, This Week-to-date, This Month-to-date, This Period-to-date, This Quarter-to-date, This Year-to-date. You can enter specific dates that you want to see in the From and To selection boxes.
- Sort by: You can sort by job ID or job description.
- Summarize by: You can summarize the report by the GL account, job, phase, cost code, or show the report in detail.
- 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.