| Field | Description |
|---|
| Use Reporting Default Terms
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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 ().
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| Print Project/Phase/Task Info
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Select this check box to include the following additional information for each project, phase, and task:
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Compensation
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Revenue Type
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Principal
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Project Manager
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Client Number
If you select this check box, you also have the option to include job-to-date billed amounts.
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| Show JTD Billed
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Select this check box to include job-to-date billed amounts. This option is only available if you select
Print Project/Phase/Task Info.
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| Show Final Totals
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Select this check box if you want a line at the end of the report that shows totals for the entire report.
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| Include: Billable transactions
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Select this check box to include transactions with a status of
Billable.
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| Include: Held transactions
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Select this check box to include transactions with a status of
Held.
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| Include: Transactions to be Written off
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Select this check box to include transactions with a status of
Write off.
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| Include: Transactions to be Deleted
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Select this check box to include transactions with a status of
Deleted.
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| Include: Non-billable transactions
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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
|
Select the currency type for cost amounts.
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| Report Basis
|
Select one of the following:
If you are using the Multicurrency feature and you select
At Billing, Vision disables the
Report Cost in option and automatically uses the billing currency.
|
| Bill thru Date
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Specify a cutoff date for transactions to be included in the report.
Select one of the following:
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Today's date — The cutoff date is the date that Vision generates the report.
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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.
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Specific date — The cutoff date is the date that you specify in
Bill thru Date on the Options tab of the Options dialog box.
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| Bill thru Period
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Specify a cutoff period for transactions to be included in the report
Select one of the following:
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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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