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Billing worksheet [report]
Duplicate of the Billing worksheet [report] in Project financial reports.
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Cash receipts journal [report]
Shows receipts received by client and posting date. How it works Shows receipts received by client and posting date.
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Client statements [report]
Shows client transactions including amount billed, receipts, amount open and aging information. How it works There are two main report types, all open transactions and statement periods. All ope...
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Invoice backup [report]
Shows the details of client invoices with actual labor, expenses and totals.How it worksShows the details of client invoices with actual labor, expenses and totals.NOTE: If you check 'Portrait Layo...
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Invoice line item summary [report]
Shows all invoices with project number, subject, line total, gross labor and net expenses grouped by client. How it works Shows all invoices with project number, subject, line total, gross labor ...
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Invoice summary [report]
Shows all invoices with totals, sales tax, gross labor and net expenses grouped by client.How it worksShows all invoices with project number, subject, line total, gross labor and net expenses group...
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Sales journal [report]
Shows sales activity by client and posting date.How it worksShows sales activity by client and posting date. This report includes all invoices, including advance bill invoices. NOTE: This report...
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Sales tax analysis [report]
Shows taxable sales, tax amounts paid and collected, grouped by sales tax rate code. Search Criteria Paid invoices only: This option will only include client invoices with receipts applied or vend...
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1099 (Misc/Int/NEC) form [report]
Prints 1099 (Misc/Int) form matching the federal form format. Refer to the 1099/1096 Printing guide for more info. Considerations Credit Card and 3rd-Party Network Payments may fall under IRS gui...
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1099 vendor detail [report]
Shows 1099 vendor detail information including a grand total for the report. Refer to the 1099/1096 printing guide for more info. Considerations Credit Card and 3rd-Party Network Payments may fal...