This report gives the totals from the Job Invoicing Summary Screen listed by Job, showing totals for all the Quotes, Time and Materials plus PO’s (both calculated using the sell* rate of the item) and Invoices that have been generated against a job over a date range. The report gives the ability to quickly access how successful a job has been and identify quoting and client trends.
To access this report go to Live Reporting > Job and select the Quoted vs Actual vs Invoiced report
You can run this report using the following criteria:
Client Supp Name (Client or Supplier Name)
You can choose to Preview your report, Print it, Make a PDF or export your report to Excel so you can use the data to create your own reports
When you run the report a pop up box will ask if you want to view based on a date type “Invoiced”, “Invoice Due” or “Creation” with the following outcomes:
Invoiced: will return only jobs invoiced in the date range. The invoiced column in the report will show only the value for invoices actually in the date range, it will not pick up invoices in the jobs returned that were outside the date range. The report will show all Active Quotes on the job in the Quoted column and all captured Time and Materials and Active Orders in the Potential Sell column, that were captured or created during the date range.
Invoice Due: Similar to Invoiced but will return the jobs with an Invoice Due in the date range. Again the invoiced column in the report will only have a total based on invoices found in the date range and will not include invoices for returned jobs that fall outside the date range. The report will show all Active Quotes on the job in the Quoted column and all captured Time and Materials and Active Orders in the Potential Sell column that were captured or created during the date range.
Creation: This version of the report will return ALL jobs created in the date range regardless of whether they have been invoiced or not and show the complete history for the jobs including all Active Quotes, Time and Materials, Active Purchase Orders and Invoices created on the job.
NOTE: Purchase Orders returned in the report will be any order with an “active” status. If you create your own Order statuses you need to make sure they are "active" so they are picked up by the report. For more information on understanding active statuses click here
The report will return:
Quoted - this is total amount Quoted for that job based on "active" quotes associated with that Job number
Potential Sell - This is the total of time and materials and "active Purchase Orders on the job. This is calculated using the sell rate of the item, not the cost rate.
Invoiced - shows amount invoiced to date
The bottom of the report also shows a row of grand totals for Quoted, Potential Sell and Invoiced for the returned data.
Please note: As mentioned above the Potential Sell in this report is calculated using the sell rates of the time entries and POs. If you wish to see "costs" you will need to run a different report. Going to Job Invoicing > List Jobs is a good report to gauge Costs vs Invoiced as is the JCR report or the summary tab in Job Invoicing.