| Field | Description |
|---|
| 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 ().
|
| Print 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
Print Project/Phase/Task Info.
|
| Show Final Totals
|
Select this check box if you want a line at the end of the report that shows totals for the entire report.
|
| 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
|
Select the currency type for cost amounts.
|
| 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
|
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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