Description
The Billings by State report receipts broken down by Sales Revenue, grouped by State for a selected Period Range.
The Report gives you 2 State options to choose from when running it:
| 1. | Project State (PA> Projects> Billing Tab> Bill To Address) - For this method, check "Use Bill To Address" and leave the "Project Address" look-up blank on the Prompt. Note: If "Use Client's Bill-To" is selected on the Project OR the Project State is blank, the Client State will be used. |
| 2. | Specified Project State (PA> Projects> Addresses Tab) - For this method, A specific Address is selected using the Project Address Look-up. The report will look for the Address with the specified name and group by the state associated with it. The result will give you a grouping of all Projects that have a Project Address with the selected name. All projects with a different name will be un-grouped. |
Data: Sales Journal
Prompt
General
| • | Starting G/L Period (Required) - The beginning G/L Period for the report. All returned data falls in or after the selected G/L Period. |
| • | Ending G/L Period (Required) - The ending G/L Period for the report. All returned data falls in or before the selected G/L Period. |
| • | Use Billing Address - When checked, the report looks at the state associated with the project (PA> Projects> Billing Tab> Bill To Address) - If "Use Client's Bill-To" is selected on the Project OR the "Use Custom Bill-to" State field is blank, the Client State will be used. Note: you would not use this check-box when using the Project Address filter below. |
| • | Project Address - When using the look-up, you will select a specific Address Name to group. . The report will look for the Address with the specified name and group by the state associated with it. The result will give you a grouping of all Projects that have a Project Address with the selected name. All projects with a different name will be un-grouped. Note: If you want to use this to work for all projects, you will need to have a "named" address that has the same name. The addresses, however, do not have to fall in the same state. |
| • | Show Projects - When selected, the Project Code and Name are broken out on the report. |
| • | Show Invoices - When selected, the Invoice Number associated with the Receipt entry is displayed. |
| • | Show G/L Accounts - When selected, the G/L Base Code, and Org. Unit (if used), are displayed on the report. |
| • | G/L Account - When a G/L Account is selected, the transactions detail is filtered to just the selected account. When blank, all accounts are selected. |
Report
Report Columns
| • | State - Depending on the selection option (above) used, the State will come from either the Project (Billing Tab), Client (General Tab) or Project (Address Tab) |
| • | Invoice No. - Invoice Number associated with the Payment received in the Receipt Journal. |
| • | G/L Account - G/L Account associated with the Payment received in the Receipt Journal. |
| • | Amount - Total Amount of Received Revenue. |
Sample(s)
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