Required User Level
6 - Financial
The minimum user access level a user must have
to use this feature of Pimarc.
This report shows the selected job numbers, a quoted price for
the job, the cost for hours worked on the job, the cost of any
materials used for the job, the amount billed to the client and the
amount received from the client.
There are four ways to generate the report:
- By file number or file group.
- By selecting client type and a month for the monthly report.
- By selecting client type and a date range for the report.
- By selecting client type and a year for the yearly report.
- By selecting client type and a fiscal year for the yearly report.
- Report shows file number, date, cost of time / disbursement, charge of time / disbursement, billed, paid, subtotals and totals.
- Show SubTotals button: Click this button to show the subtotals, then click the Hide SubTotals button to hide it.
- Show Details button: Click this button to show more details of the report, then click the Hide Details button to hide the results.