JC Unbilled Analysis

You can use the JC Unbilled Analysis report by selecting Job Cost > Reports > JC Unbilled Analysis.

This report reads the current and previous rate as well as the restrictions in JB Labor Rates and JB Labor Rate Overrides and also will bring in the Material and Equipment Rates. These rates are then multiplied with the Actual Hours or Actual Units to get the Costs. The Cost Column will be computed within the date range selected from the parameters, while the Previous Cost and Cost to Date columns will be calculated based on information prior to the beginning date/month and ending date/month parameters, respectively. At this time the report does not include Markups or Add-ons. The report will always show unbilled items, use parameters to show Non-billed and Billed items. There are also parameters to set threshold amounts that let the user see transactions above a certain dollar amount and an option to sort by Phase or Date. The last section of the report shows a list of AP Unapproved Invoices and the associated attachments.

Report Parameters

Description

Company

Accept the default, or press F4 to select a company.

Contract

Click the Field Lookup button or press F4 to select the contract or leave blank for all.

By (D)ate or (M)onth

Enter D or M.

Beginning Month

Enter beginning month (MM/YY).

Ending Month

Select the date-range arrows to select the Ending Month

Beginning Date

If By Date or Month is D, enter beginning date (MM/DD/YY).

Ending Date

If By Date or Month is D, enter ending date (MM/DD/YY).

Beginning Phase

Select the Field Lookup button or press F4 to select the beginning phase.

Ending Phase

Select the Field Lookup button or press F4 to select the ending phase.

Beginning Cost Type

Enter or select the applicable beginning cost type.

Ending Cost Type

Enter or select the applicable ending cost type.

Include JC Trans Types (ie: PR,EM,CA,MO, etc.)

Enter JC trans types separated by comma or leave blank for all.

Show (R)evenue, (C)ost, or (B)oth

Enter R, C, or B.

Print (B)illed, (U)nbilled, (N)on-Billable, or Blank for All

Enter B, U, N, or leave blank for all

Amount Threshold (per Transaction)

Accept default or enter threshold amount.

Show Long Description?

Check box to show long description.

New Page Per Job?

Check box for page break per job.

Sort by (D)ate or (P)hase

Enter D or P.