Unbilled costs report

Jan White_10076770
Jan White_10076770 Member Posts: 6
edited September 2019 in Accounts Hosted
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)

Comments

  • cosmic
    cosmic Reckon Developer Partner Posts: 1,073 ✭✭✭
    edited June 2019
    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/

    Cosmic Accounting Group

    Accountants and Tax Agents 22397009

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,366 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited September 2019

    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


    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)