Unbilled costs report

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  • Question
  • Updated 3 weeks ago
Is there a single report i can run to show ALL unbilled hours AND materials to a particular job (rather then running 2 separate reports)
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Jan White

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Posted 4 weeks ago

  • 1
Hello Jan,
For labour as you know you will see only hours but not in dollars and as for Unbilled cost if you using PO , there is not report as such to give you unbilled cost with dollars
you have to do manually . If you need more info call me 0407068942
or also check this add on report in RECKON ADD ON MARKET:http://www.cosmicinnovations.com/Video-MasterJobCost/

Hi Jan

 

You can create your own customised report for this from a “Find” search:

 

  • Click on Edit along top toolbar then on Find in the dropdown menu
  • On the Advanced tab, click on Name in the Filters list then enter/select the applicable Job from the dropdown list
  • Scroll down the Filters list further & click on Billing Status & select Unbilled
  • Click on Find then once transactions are displayed, click on the Report button to display your results in a report
  • From here, click on Modify Report (top left)
  • On the Display tab, you can add/remove any columns - including Billable Status, Qty, Hours Worked etc - in the list as well as also Sort & (Sub)Total your results
  • Once you have configured your report for exactly what you want to show, on the Header/Footer tab, you can even give this report a name (“Report Title”) & choose to Memorise it to maintain the parameters for all jobs, just selecting the relevant Job (Name) filter each time

 

NB The above will still only show actual transactions, NOT just timesheet hours.

 

I’m guessing a possible reason Hours & Costs aren’t all available in an existing default report might be because timesheets/hours are not “costs” until you have actually “paid” the employee (eg they have a Paycheque)

 

Hope that helps.

 

Shaz Hughes Dip(Fin) ACQ NSW, MICB

Reckon Accredited Professional Partner Bookkeeper / Registered BAS Agent (No: 92314 015)

Accounted 4 Bookkeeping Services

Ballajura, WA

0422 886 003

shazinoz2@bigpond.com

www.accounted4bs.com