Navigation: Inventory Tracking & Job Costing System: Job Costing 2.0 Reports This Help File Page was last Modified on 04/10/2020

❑The Inventory Tracking and Job Costing System provides many useful Reports to help your Company track installation costs, inventory usage and reordering requirements; and seamlessly integrate these functions with the Accounts Payable and Accounts Receivable modules, as well as the Service Tracking System.

•To access Job Costing related Report Selections:

a)From the Backstage Menu System Select Reports and Choose Job Costing and Select the appropriate option, or

b)From the Quick Access Menu, Select Reports and Choose Job Costing and Select the appropriate option

 

•Click the Job Costing 2.0 option to view the Job Costing reports made available in the 2.0 version.

 

 Job Costing                               Job Costing 2.0                Reports Menu

 

1.Job Listing - Provides a complete List of all Jobs.

2.Job Listing Aging As Of - Provides a listing in a Grid format of the Job Costing records which have not been Completed.  

3.Job Aging As Of - Provides a listing in a Grid format of the Balances still owed on Job Costing records, based on a User specified As Of Date, and may be Printed as a report, and/or Exported to an Excel style Spreadsheet.

4.Job Profit Summary - Selectable in many ways, provides a Profit Report for Jobs.

5.Job Tasks - Provides provides a list (in a Grid format) of Job Tasks which may be filtered based on the Job Task's (1) Start Date, (2) Estimated Completion Date, or (3) Completed Date; and the list may include All Job Tasks, only Completed Job Tasks, or only Not Completed Job Tasks; and it may be Printed as a report, and/or Exported to an Excel style Spreadsheet.

6.Job Tasks Aging As Of - Provides an Open Job Task listing (an Open Job Task does not have a Completed date entered) in a Grid format with (among much other data) the Age (in Days) of those Job Tasks, based on the number of Days between the Estimated Completion Date (entered on the Job Task line item) and a User specified As Of Date, and may be Printed as a report, and/or Exported to an Excel style Spreadsheet.

7.Job Work Sheets - Provides a detailed Work Sheet for the specified Jobs.

8.Job Work Sheets (New Grid) - Provides a listing in a Grid format of the Job Costing records based on a User specified status of the Start and End Date fields, and may be Printed as a report, and/or Exported to an Excel style Spreadsheet.

9.Reserved Inventory - Provides a list of all reserved Inventory for a specified (or All) Jobs.

10.Work In Progress - Provides a list of all Work In Progress.

 

❖See the Inventory Tracking Reports chapter which provides an overview of those Inventory Tracking related reports.