The Summary report shows the following information:

Job ID

Job Name

Location/Directions for the job

Customer ID

Close Date

Cost Estimates

Cost Estimates include the following information on the report only when the Include Estimates option is selected.

Phase, Cost, Type, Description, Change Order ID, Estimate, Hours, Quantity, Unit of Measure, Unit Type, Workers Compensation Code

Revised Estimate, Revised Quantity, Revised Hours, Percent Complete

Final Estimate, Final Quantity, Final Hours

Committed Adjustment, Buy Out Adjustment, Effective Date

Income Estimates

Income Estimates include the following information on the report only when the Include Estimates option is selected.

Phase, Cost, Description, Change Order ID, Owner C/O #, Contract Amount, Quantity, Unit of Measure, Unit Type

Billing Code, Update Work By Quantity, Revised Contract, Revised Quantity, Unit Prince, Method for Completed Work, Retainage Percent Completed Work

Effective Date, Final Contract, Final Quantity, Allow Stored Materials On This Line (Yes/No)

The Detail report shows all information set up for each Job. This includes all information that shows on the Summary report as well as the following, which is only included on the Detail report based on the Billing Type selected in Job Setup on the General Tab.

Job Master information that is established on the Jobs setup Job Master Tab.

Job ID, Job Name, Location/Directions, Customer, Close Date

Address, City/State/Zip, Country, Contact, Phone, Mobile Phone, Fax, Email, Alternate Email

User Code Information that is established in common setup for User Codes.

User Code, User Code ID, Description of User Code

Note that Default user codes are supplied by the system. Users with permissions can rename the default user code to a user-defined name, so what appears on this tab may differ from default user code names, and not all user codes may be active. Refer to User Codes Overview for more information.

General information about a job that is established on the Jobs setup General Tab.

Customer PO#, Income Account, Billing Type, Cost Breakdown, Billing Level, Overhead Application Percentages (for Equipment, Labor, Material, Subcontractor, Other, Admin), General Liability (Yes/No), Template (Yes/No), Tax (PO Taxable, AR Taxable/Sales Tax)

AIA information about a job that is established on the Jobs setup AIA Tab. This information shows only for Jobs with a Billing Type of Progress Billings (AIA).

Architect, Project Number, Address, City, State, Zip, Country, Contact, Phone, Mobile Phone, Fax, Email, Alternate Email, Remarks

Original Contract Amount, Start Date, Update Completed Work By, Method for Completed Work, Retainage Percent Completed Work, Show Line Item Retainage, Update Scheduled Values, Can stored Materials Be Requisitioned, Retainage Percent for Stared Materials.

Payroll information about a job that is established on the Jobs setup Payroll Tab.

Certified Job, MSA Code

Lien Waiver Format information that is established on the Lien WaiversTab.

Lien Waiver Code and Legal Description 1 – 10 lines

Contract information about a job that is established on the Jobs setup Contract Tab.

Contract #, Start Date, Completion Date, Original Contract Amount, Retainage Percent, Percent Complete (for Field Reported and Owner Reported), Prior Years Review

T & M Setup information that is established on the Jobs setup T & M Setup tab.

Contract #, Start Date, Completion Date, Orig. Contract Amount.

T & M Billings information that is established on the Jobs setup T & M Setup tab. (missing or bad snippet)

Print one line billing, Description, Collect T & M from Journal Entries, Billing format for non-labor entries, Billing format for labor entries, Collect T & M from Accounts Payable, Billing format for AP entries, AP Description for the billing, Collect T & M from Inventory, Billing format for Inventory entries

T & M Markups information that is established on the Jobs setup T & M Markups tab. (missing or bad snippet)

Calculate retainage percent, Retainage Percent, Calculate discounts, Discount percent, Value Inventory for T & M Billing using, Calculate labor billing using, Cost plus percent