Job Transactions Summary report
This report displays a summary of transactions, including quotes and orders, assigned to the selected jobs.
note : The report only displays transactions entered in windows your user ID allows access to.
 
The Debit column lists all expenses and costs assigned to the job and the Credit column lists all income assigned to the job. A positive value in the Net Activity field indicates a profit for the period.
Report details
Filters
General:
Jobs All/Selected
Custom List #1, #2, #3
Job Status
Advanced:
Date From/To
ID From/To
Amount From/To
Cards
Categories
Memo/Payee
Session Date Range
User IDs
Transaction Type All/Selected
Sales Status All Sales/Open/Credit/Closed/All Invoices/Orders/Quotes
Purchases Status All Purchases/Open/Debit/Closed/All Bills/Orders/Quotes
Currencies
Sorted by
Job
Subtotals / Totals
Subtotals for each Job:
Total Debits
Total Credits
More Report Fields (not preselected)
Salesperson
Comments
Promised Date
Due Date
Their Inv/P.O. #
Terms
Customer Name
Ship Via
Finishing Choices
Separate Pages
Add to Reports Menu
Prevent Data Changes During Report Generation
Consolidated
Include Balance Sheet Accounts
Include Company Name
Include Company Address
Include Report Date and Time
View transaction source
Click Job Number, Job Name, Debit Balance, Credit Balance or Net Activity to open the Job view of the Find Transactions window.
Click ID #, Src, Date, Memo, Account #, Debit or Credit to open the transaction source window.
View sample
Reports List

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