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American Contractor had a Transaction Report in the "Customer" section and you could print this report and it would give you total billings, retainage and cash receipts.
Jackie Kettering
| Company | Reliance Interiors, Inc. |
| Job Title / Role | President |
| I need it... | 1 month |
Dear Viewpoint Suggestion Box contributor;
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Hi Cynthia,
Please look at the last page of this report. It totals the Net Billings/Retainage/Gross Billings as well as AR Receipts.
Thank you,
Jackie Kettering
Jackie - could you attach a copy of the report you are looking for and I will see if we can find something comparable. Thank you.
Hi Kara,
This will not work, I need a report that ONLY displays the total of billings per month. Gross Billing / Retainage / Net and NOT list the receivables. Please tell me if there is a report that provides this detail.
Thank you,
Jackie
Hi - Have you seen the "project billing summary" report in Projects/Reports? One of our administrators stumbled across it a couple months ago. I think it might have been added to a semi-recent update. I'm not sure if will meet your specific needs, but it's been very helpful for us. Our customers understand it and prefer it to a statement or aging.