Report Name |
Locked |
21—Job List |
No |
22—Job List~by Client |
No |
23—Job List~with Notes |
No |
26—Job List~Alpha |
No |
27—Job List~by Client; Alpha |
No |
28—Job List~Alpha; with Notes |
No |
31—Job List~Long |
No |
32—Job List~Long; by Client |
No |
41—Contracts |
No |
42—Contracts~by Client |
No |
43—Contracts~Alpha |
No |
45—Contracts~by Client; with Notes |
No |
51—Job Liens |
No |
53—Job Liens~with Notes |
No |
61—Job Balances |
No |
62—Job Balances~by Job Type |
No |
63—Job Balances~by Job Type; with Notes |
No |
Report Name |
Locked |
21—AR Invoice List |
No |
22—AR Invoice List~with Notes |
No |
23—AR Invoice List~with Payments |
No |
31—AR Invoice List~by Job |
No |
32—AR Invoice List~by Job; with Notes |
No |
33—AR Invoice List~by Job; with Payments |
No |
36—AR Invoice List~Alpha; by Job |
No |
37—AR Invoice List~Alpha; by Job; with Notes |
No |
38—AR Invoice List~Alpha; by Job; with Payments |
No |
41—AR Invoice List~by Client/Job |
No |
42—AR Invoice List~by Client/Job; with Notes |
No |
43—AR Invoice List~by Client/Job; with Payments |
No |
46—AR Invoice List~Alpha; by Client/Job |
No |
47—AR Invoice List~Alpha; by Client/Job; with Notes |
No |
48—AR Invoice List~Alpha; by Client/Job; with Payments |
No |
51—AR Invoice List~Long |
No |
52—AR Invoice List~Long; with Notes |
No |
53—AR Invoice List~Long; with Payments |
No |
61—AR Invoice List~Long; by Job |
No |
62—AR Invoice List~Long; by Job; with Notes |
No |
66—AR Invoice List~Long; Alpha; by Job |
No |
67—AR Invoice List~Long; Alpha; by Job; with Notes |
No |
71—AR Invoice List~Long; by Client/Job |
No |
72—AR Invoice List~Long; by Client/Job; with Notes |
No |
73—AR Invoice List~Long; by Client/Job; with Payments |
No |
76—AR Invoice List~Long; Alpha; by Client/Job |
No |
77—AR Invoice List~Long; Alpha; by Client/Job; with Notes |
No |
78—AR Invoice List~Long; Alpha; by Client/Job; with Payments |
No |
Report Name |
Locked |
21—AR Invoice Aging |
Yes |
26—AR Invoice Aging~Land |
Yes |
31—Job Current Aging |
No |
32—Job Current Aging~Alpha |
No |
36—Job Current Aging~Land |
No |
37—Job Current Aging~Land; Alpha |
No |
41—Job Period Aging |
No |
42—Job Period Aging~Alpha |
No |
46—Job Period Aging~Land |
No |
47—Job Period Aging~Land; Alpha |
No |
Report Name |
Locked |
21—Receivable Journal |
Yes |
31—Receivable Journal~Cash Receipts |
Yes |
41—Receivable Journal~Income |
Yes |
51—Receivable Ledger |
Yes |
Report Name |
Locked |
21—A/R Call Sheet |
No |
22—A/R Call Sheet~with Client Notes |
No |
23—A/R Call Sheet~with Job Notes |
No |
24—A/R Call Sheet~with Client and Job Notes |
No |
26—A/R Call Sheet~Alpha |
No |
27—A/R Call Sheet~Alpha; with Client Notes |
No |
28—A/R Call Sheet~Alpha; with Job Notes |
No |
29—A/R Call Sheet~Alpha; with Client and Job Notes |
No |
31—A/R Call Sheet~with Invoice Detail |
No |
32—A/R Call Sheet~with Invoice Detail and Client Notes |
No |
33—A/R Call Sheet~with Invoice Detail and Job Notes |
No |
34—A/R Call Sheet~with Invoice Detail, Client and Job Notes |
No |
36—A/R Call Sheet~Alpha; with Invoice Detail |
No |
37—A/R Call Sheet~Alpha; with Invoice Detail and Client Notes |
No |
38—A/R Call Sheet~Alpha; with Invoice Detail and Job Notes |
No |
39—A/R Call Sheet~Alpha; with Invoice Detail, Client and Job Notes |
No |
41—A/R Aged Call Sheet |
No |
42—A/R Aged Call Sheet~with Client Notes |
No |
43—A/R Aged Call Sheet~with Job Notes |
No |
44—A/R Aged Call Sheet~with Client and Job Notes |
No |
46—A/R Aged Call Sheet~Alpha |
No |
47—A/R Aged Call Sheet~Alpha; with Client Notes |
No |
48—A/R Aged Call Sheet~Alpha; with Job Notes |
No |
49—A/R Aged Call Sheet~Alpha; with Client and Job Notes |
No |
51—A/R Aged Call Sheet~with Invoice Detail |
No |
52—A/R Aged Call Sheet~with Invoice Detail and Client Notes |
No |
53—A/R Aged Call Sheet~with Invoice Detail and Job Notes |
No |
54—A/R Aged Call Sheet~with Invoice Detail, Client and Job Notes |
No |
56—A/R Aged Call Sheet~Alpha; with Invoice Detail |
No |
57—A/R Aged Call Sheet~Alpha; with Invoice Detail and Client Notes |
No |
58—A/R Aged Call Sheet~Alpha; with Invoice Detail and Job Notes |
No |
59—A/R Aged Call Sheet~Alpha; with Invoice Detail, Client and Job Notes |
No |
Report Name |
Locked |
21—Client List |
No |
22—Client List~with Notes |
No |
31—Client List~Alpha |
No |
32—Client List~Alpha; with Notes |
No |
41—Client List~Long |
No |
42—Client List~Long; Alpha |
No |
Report Name |
Locked |
31—Client Mail Label~Sheet |
No |
41—Client Mail Label~Tractor Feed |
No |
Report Name |
Locked |
31—Job Mail Label~Sheet |
No |
41—Job Mail Label~Tractor Feed |
No |
Report Name |
Locked |
21—Overdue Receivable Reminders |
No |
Report Name |
Locked |
21—Pre-Lien Notice |
No |
31—Pre-Lien Notice~CA Public Works |
No |
Report Name |
Locked |
21—Sales Tax Report |
No |
31—Sales Tax Report~with Invoice Detail |
No |
Report Name |
|
21—Receivable Invoice |
No |
22—Receivable Invoice~with Notes |
No |
23—Receivable Invoice~Retention |
No |
24—Receivable Invoice~Retention; with Notes |
No |
26—Receivable Invoice~Paid |
No |
27—Receivable Invoice~Paid with Notes |
No |
31—Receivable Credit |
No |
32—Receivable Credit~with Notes |
No |
36—Receivable Credit~Paid |
No |
37—Receivable Credit~Paid with Notes |
No |
Report Name |
|
21—Cash Receipts~Land |
Yes |
31—Cash Receipts |
Yes |
Report Name |
|
21—Cash Receipts~Land |
Yes |
31—Cash Receipts |
Yes |
Report Name |
|
21—Job Statements |
Yes |
22—Client Service Statements |
Yes |
23—Client Contract Statements |
Yes |
24—Combined Statements |
Yes |
Report Name |
|
21—Job Record |
No |
31—Job Record~With Notes |
No |
41—Job Contact List |
No |
51—Job Contact List~With Notes |
No |
Report Name |
|
21—Client Record |
No |
31—Client Record~With Notes |
No |
Report Name |
|
No |
|
22—Progress Billing~by Cost Code; Rounded |
No |
23—Progress Billing~by Cost Code; with Description |
No |
24—Progress Billing~by Cost Code; with Description; Rounded |
No |
No |
|
32—Progress Billing~by Division; Rounded |
No |
33—Progress Billing~by Division; with Description |
No |
34—Progress Billing~by Division; with Description; Rounded |
No |
41—Progress Billing~with Description |
No |
42—Progress Billing~with Description; Rounded |
No |
51—AIA Form Fill~by Cost Code |
No |
52—AIA Form Fill~by Cost Code; Rounded |
No |
56—AIA Form Fill~with Description |
No |
57—AIA Form Fill~with Description; Rounded |
No |
61—Progress Sheet~by Cost Code; Rounded |
No |
62—Progress Sheet~by Cost Code; with Description; Rounded |
No |
71—Progress Sheet~by Division; Rounded |
No |
72—Progress Sheet~by Division; with Description; Rounded |
No |
81—Progress Sheet~with Description; Rounded |
No |
Report Name |
|
21—Loan Draw Request |
No |
26—Loan Draw Request~Description |
No |
31—Loan Draw Request Sheet |
No |
36—Loan Draw Request Sheet~Description |
No |
Report Name |
|
21—Unitary Billing |
No |
31—Unitary Sheet |
No |
Report Name |
|
21—T&M Billing Setup |
No |
Report Name |
|
No |
|
No |
|
23—T&M Invoice~by Cost Type; with Employee and Hours |
No |
26—T&M Invoice~by Cost Type; with Taxable |
No |
27—T&M Invoice~by Cost Type; with Taxable and Employee |
No |
28—T&M Invoice~by Cost Type; with Taxable, Employee and Hours |
No |
No |
|
32—T&M Invoice~by Cost Code; with Employee |
No |
33—T&M Invoice~by Cost Code; with Employee and Hours |
No |
36—T&M Invoice~by Cost Code; with Taxable |
No |
37—T&M Invoice~by Cost Code; with Taxable and Employee |
No |
38—T&M Invoice~by Cost Code; with Taxable, Employee and Hours |
No |
41—T&M Invoice~Land; by Cost Type; with Taxable |
No |
42—T&M Invoice~Land; by Cost Type; with Taxable and Employee |
No |
43—T&M Invoice~Land; by Cost Type; with Taxable, Employee and Hours |
No |
51—T&M Invoice~Land; by Cost Code; with Taxable |
No |
52—T&M Invoice~Land; by Cost Code; with Taxable and Employee |
No |
53—T&M Invoice~Land; by Cost Code; with Taxable, Employee and Hours |
No |
61—T&M Parts Invoice Detail Addendum |
Yes |
91—T&M~Detail Worksheet~with Total Markup Percentage |
No |
92—T&M~Detail Worksheet~with Gross Margin Percentage |
No |
Report Name |
|
21—T&M Wage Rates |
No |
31—T&M Wage Rates~with Notes |
No |
Report Name |
|
21—T&M Equipment Rates |
No |
31—T&M Equipment Rates~with Notes |
No |
Report Name |
|
21—T&M Journal |
No |
22—T&M Journal~Include Open Billing Status |
No |
26—T&M Journal~with Notes |
No |
27—T&M Journal~Include Open Billing Status; with Notes |
No |
No |
|
32—T&M Journal~by Job; Include Open Billing Status |
No |
36—T&M Journal~by Job; with Notes |
No |
37—T&M Journal~by Job; Include Open Billing Status; with Notes |
No |
No |
|
42—T&M Journal~by Cost Code; Include Open Billing Status |
No |
46—T&M Journal~by Cost Code; with Notes |
No |
47—T&M Journal~by Cost Code; Include Open Billing Status; with Notes |
No |
No |
|
52—T&M Journal~by Cost Type; Include Open Billing Status |
No |
56—T&M Journal~by Cost Type; Include Notes |
No |
57—T&M Journal~by Cost Type; Include Open Billing Status; with Notes |
No |
Report Name |
|
21—T&M Summary |
Yes |
26—T&M Summary~by Division |
Yes |
31—T&M Summary~Land |
Yes |
36—T&M Summary~Land; by Division |
Yes |
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