Unbilled Summary Report

For each project, phase, and task, the Unbilled Summary report shows billable, written-off, and held amounts for labor, consultants, expenses, and units. It also shows total amounts billed for each project, phase, and task since the project began.

Labor Billing Rates

You can override the cost rates for labor categories using options on the Max Cost by Category Override tab in the Billing Labor Override Tables form. If you do, labor billing rates in this report reflect those overrides.

Multicompany

If you are using the Multicompany feature, this report is limited to projects that can be billed by the active company. Those projects include the following:

  • Projects owned by the active company
  • Sub-projects in billing groups with main projects owned by the active company. These sub-projects can belong to other companies.

The report does not include data from sub-projects that are owned by the active company but that are also part of a billing group with a main project owned by another company.

Multicurrency

If you are using the Multicurrency feature and you select Use Reporting Default Terms on the Options tab of the Options dialog box for the report, Vision verifies that each project's billing currency matches the currency for the labor rate table or the override table specified on the Labor tab in the Reporting Default Terms form. If it detects a discrepancy, Vision displays a message, and the report does not print.

This occurs if you print the report for any projects for which both of the following are true:

  • Projects owned by the active company
  • Sub-projects in billing groups with main projects owned by the active company. These sub-projects can belong to other companies.

If this occurs, generate the Missing Billing Terms report with Include only Projects that have no labor terms and cannot use Reporting Default Terms selected on the General tab of the Options dialog box to identify the projects with the billing currency discrepancy. After you modify the billing terms or billing currency to eliminate the discrepancy, generate the Unbilled Summary report again.

Options Dialog Box

Use the Options dialog box to specify reporting options for a report. Depending on the report, the dialog box contains one or more of the following tabs: General, Sorting/Grouping, Columns, Budget, Metrics, User Defined Sections, Activity, Drill Down, Layout, and Graph.

Related Topics:

  • Display the Unbilled Summary Report
    The Unbilled Summary Report is a Billing report.
  • Unbilled Summary General Tab
    Use the General tab to select report options for the Unbilled Summary report and to save sets of options for reuse.
  • Unbilled Summary Options Tab
    On the Options tab for the Unbilled Summary report, specify the transactions to include, the time frame for which you are reporting, the aging date, and the aging basis. You can also set the default terms to be used if no billing terms have been defined for a project. (You may find it helpful to use the Missing Billing Terms List to identify projects without billing terms defined.)
  • Unbilled Summary Columns Tab
    Use the Columns tab to select or clear columns, change column sequence, provide new column labels, set column widths, or select number and date formats.
  • Unbilled Reports Additional Columns
    On the Columns tabs of the Options dialog boxes for the Unbilled Detail and Aging report and the Unbilled Summary report, you select columns for the reports. Additional columns are included on these reports if you select the Show Project/Phase/Task Info option on the Options tab of the Options dialog box.
Parent Topic: Billing Reports Overview