| Field | Description |
|---|
| Show Timesheet Comments
|
Select this check box if you want timesheet comments included in the report.
|
| Use Reporting Default Terms
|
If you select this check box, the report uses default billing terms when no labor or expense billing terms are defined for a project. If you have projects that have only fee terms, you can use this option to the see the labor and expense at a billing value.
Vision determines default terms for a project as follows:
-
If default billing terms exist for the project on the Labor tab and Exp/Con/Unit tab of the Billing Terms form, the report uses those billing terms.
-
If no default billing terms exist for the project on the Labor tab or Exp/Con/Unit tab of the Billing Terms form, the report uses the global default terms defined in the Reporting Default Terms form ().
|
| Show Project/Phase/Task Info
|
Select this check box to include the following additional information for each project, phase, and task:
-
Compensation
-
Revenue Type
-
Principal
-
Project Manager
-
Client Number
If you select this check box, you also have the option to include job-to-date billed amounts.
|
| Show JTD Billed
|
Select this check box to include job-to-date billed amounts.
This option is only available if you select
Show Project/Phase/Task Info.
|
| Single Line Summary
|
Select this check box to display a one-line summary for each project, phase, and task.
|
| Show Final Totals
|
Select this check box if you want a
Final Totals line at the end of the report. That line shows total hours and amounts for the entire report.
Whether the final totals are for cost or billing depends on the
Aging Report Basis option (see description below).
|
| Show Employee Totals
|
Select this check box if you want the report to show total hours and amounts for each employee.
|
| Include: Billable transactions
|
Select this check box to include transactions with a status of
Billable.
|
| Include: Held transactions
|
Select this check box to include transactions with a status of
Held.
|
| Include: Transactions to be Written Off
|
Select this check box to include transactions with a status of
Write off.
|
| Include: Transactions to be Deleted
|
Select this check box to include transactions with a status of
Deleted.
|
| Include: Non-billable transactions
|
Select this check box to include transactions with a status of
Non-billable.
Non-billable transactions at billing rates display with a status of
B and no amount.
Non-billable transactions at cost rates display with a status of
B and the transaction amount. Generate the report at cost rates to review the non-billable transactions for a project with their amounts.
|
| Report Cost in
|
If you use the Multicurrency feature, select the currency type for cost amounts.
|
| Aging Date
|
Select the date from which the aging data is calculated:
-
Today's Date — Age transactions based on the current date.
-
Period End Date — Age transactions based on the last day of the current accounting period.
-
Specific Date — Age transactions based on a date you specify. Enter the date, or click the calendar icon and select the date.
|
| Final Totals and Aging Report Basis
|
Select one of the following:
|
| Bill thru Date
|
Specify a cutoff date for transactions to be included in the report.
Select one of the following:
-
Today's date — The cutoff date is the date that Vision generates the report.
-
Accounting period end date — The cutoff date is the end date of the current accounting period when Vision generates the report. For example, if Vision generates the report on 5/11/2009, the cutoff date is 5/31/2009, the last day of the accounting period.
-
Specific date — The cutoff date is the date that you specify in
Bill thru Date on the Options tab of the Options dialog box.
|
| Bill thru Period
|
Specify a cutoff period for transactions to be included in the report.
Select one of the following:
-
Current — The cutoff period is the current active period when Vision generates the report. For example, if Vision generates the report on 5/11/2009, the cutoff period is 05/2009.
-
Period — The cutoff period is the period that you specify in
Bill thru Period on the Options tab of the Options dialog box.
If you enter a specific date in
Bill thru Date, the period you specify in
Bill thru Period must be consistent with that date.
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