Percent Complete Report

The Percent Complete report prints for all currently selected EntitiesCompanies in EntityCompany ID order. The report is used to list the over-billings and under-billings for each job. You can use the amounts that are listed to monitor your billings against a job to ensure that you are billing at the proper rate.

In addition, the effect of the data from previous accounting years can be shown on the report. This allows management to judge the effect of each job on the current year's financial statements.

The report is used by top managers and the accounting department.

Refer to Job Costing Reports Questions or the Reports Questions Matrix for more information about the questions.

From the Job Cost menu, select Reports—Percent Complete.
Click Select EntitiesCompanies. Select the EntitiesCompanies for which you want to print the report and click Save.
From the Cut Off Date field, use the electronic calendar to select a date, if desired. The default cut off date is the future date of 12/31/9999.
Select an option for Include Jobs.
Options are: Open and Closed (default), Open, Closed.
If you select Closed, enter From and Thru dates in the new fields that appear.
(Optional) At the From Job and Thru Job fields, use the Lookup icon to enter a starting and ending entry for the Jobrange.
To run the report for only one Job, select the same entry for the From and Thru fields.
Select jobs by code defaults as unchecked.
When checked, a list of User Codes with Lookups appear so that you can select one or more active Job Cost User Codes to report on. Refer to the list of Default User Code labels for Job Cost for more information.
At Begin % Complete calculation with, select from these options:
Job Input (default), Cost Activity Input, Qty/Hrs/Dollars Calculation.
Check or uncheck boxes, as applicable.
Update earned revenue for prior fiscal year defaults as unchecked.
Check the box and another box appears:
Subtract year to date cost and billing (default is unchecked).
Include unapproved transactions - Check the box to include unapproved transactions in the report. Uncheck to report on only approved transactions.
Select one of the following report printing options:

PDF Format: Print the report in PDF format for use in a PDF viewer, such as Acrobat.
Create Spreadsheet: Prints the report in an Excel spreadsheet.

Click Print. If you selected Create Spreadsheet, you are prompted to open or save the report Excel file. Otherwise, the report opens in PDF format.

Percent Complete Report - JC