Summary

The Billing Detail Report displays information about billed work order details including AR Invoice and AR Adjustment information.

Step by Step

1     Open the Billing Detail Report window (WO> Reports> Billing Detail).

2     Configure the report.

• Enter a WO Number or click the field label to select one from a list.
• Enter an AR Account or click the field label to select one from a list.
• Enter a WO Billings Batch or click the field label to select one from a list.
• Specify a billing date range in the Billing Date From and Billing Date To fields.
• Check the Page break by invoice toggle if you would like every invoice to start on a new page.
• Check the Include uncommitted invoices toggle to include invoices in the report that have not been committed.
• Check the Include activity billing details toggle to include these details in the report.
  • This will include the Units, Amount Per Unit, Benefit Cost, Overhead, and Base Amount on the report.
• Check the Include reference codes toggle to include reference code descriptions on the report. This toggle will only be active if the Include activity billing details toggle is checked.
  • Reference codes are used for informational purposes and my not necessarily be utilized by your organization.
• The report will display the Account Number, account Description, Customer, Invoice or Adjustment Number, invoice or adjustment Description, Reference Number, Transaction Date, and Due Date, all sorted by Account Number. Under each invoice or adjustment, the Work Order Number, Line Number, Description, and Total Amount for each line item. The report will also provide an invoice total and report total.

3     Print the report.

• Click the Print icon to process the report immediately or enter a date and time in the field next to the Print icon to schedule the report to generate at a later time. You can view the progress of the report on the Job Viewer window (SS> Utilities> Show Scheduled Jobs).
  • Click the Print icon drop-down menu and select Print Preview to preview the report before printing.
  • Click the Print icon drop-down menu and select Excel to export the report data to an Excel spreadsheet as unformatted data.
  • Click the Print icon drop-down menu and select Excel (Formatted) to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
  • Once the report is generated, you can also display the report using the View Reports window (SS> Utilities> View Report).