| AOLS Numbers List |
This report shows a list of all the AOLS numbers, which projects that use them and the date they were assigned. |
Level 4 |
| AOLS Schedule B |
This report shows a list of all the AOLS numbers used over a selected date range. |
Level 4 |
| Christmas Card List |
This report shows all the Clients that have been tagged to receive Christmas cards or promotional gifts |
Level 5 |
| Client Project List Report |
This report shows a list of all jobs that have been done for a client within a specified time period. The report also shows the total hours and amount the client was billed for each job and the accumulated total hours and billed amount for the client. This report requires AccPac for the amounts billed. |
Level 6 |
| Compare Calculated to Actual Invoice values |
Shows a report that compares the calculated invoice amount to the actual amount that is invoiced to the client. This report uses information from AccPac |
Level 6 |
| CRM Type Report |
This report shows the client information for the selected CRM Type and for the selected date range |
Level 6 |
| Daily Report |
This report shows the timesheet information for a single staff member on a single day. |
Level 2 |
| Disbursement Summary Report |
This report shows a list of all the disbursement used over a selected date range. |
Level 4 |
| Due Date Report |
This calendar report shows all jobs that have work coming due. |
Level 2 |
| Expenses Report |
This report shows detailed information on all staff expenses for the selected period. |
Level 6 |
| Expenses Summary Report |
This report shows a summary of all staff expenses and refunds for the selected period. |
Level 6 |
| Pay Period Report |
This report creates a table showing all the staff hours for the pay period selected. |
Level 6 |
| Payroll Based Billed Report |
This report shows payroll details (deductions, gross, net, etc.) as well as a summary of amounts billed and received for the selected time period. The Projected Profit is calculated by deducting the payroll and overhead from the amount billed. This report requires AccPac for the amounts billed and received. |
Level 6 |
| Personal Expenses Report |
This report shows detailed information on an individual staff members expenses for the selected period. |
Level 2 |
| Personal Pay Period Report |
This report shows the job numbers and all the hours worked on that job number by a single staff member for the pay period selected. It also shows a breakdown of the accumulated hours for the current year. |
Level 2 |
| Project Based Cost & Billed Report |
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. This report requires AccPac for the amounts billed and received. |
Level 6 |
| Project Based Cost Disbursement Report |
This report shows the details of the selected job numbers: the time, calculated costs (based on time * staff rates) and materials used. |
Level 6 |
| Project Distribution Report |
This report shows a list of all the job type code used over a selected date range; it calculates the total and the percentage for each job type code. |
Level 6 |
| Referred Client List |
This report shows which clients were referred to us and who referred them |
Level 6 |
| Time Based Cost & Billed Report |
This report shows any jobs that have been worked on, for which bills have been sent or payments recieved in the selected time period. This report requires AccPac for the amounts billed and received. |
Level 6 |
| Time Billing Breakdown Report |
This report shows time summaries (hours, percentage of billable/non-billable and percentage of total) based on the billing type for the selected time period. |
Level 6 |
| Time Breakdown Report |
This report shows staff time use, separated into billable, non-billable, department and other catagories and then percentages calculated for each category. |
Level 6 |
| Unposted Non-Billable Time Report |
This report shows a list of all jobs that have unposted non-billable time older than the specified number of days. |
Level 6 |
| Unposted Time Report |
This report shows a list of all jobs that have unposted time older than the specified number of days. |
Level 6 |
| Vacation & Sick Time Summary Report |
This report shows a breakdown of all staff hours for the selected period. |
Level 6 |
| WIP Report |
This report shows all the jobs and the work done on that job for the period selected. |
Level 6 |
| WIP Report II |
This report shows all the jobs and the work done on that job including cost estimates (based on hours * staff rates) and disbursement costs for the period selected. |
Level 6 |