Project Sales Summary

Owned by Stephen Juliano (Unlicensed)
Last updated: Jul 06, 2022 by Colleen Juliano
2 min read

Table of Contents

Overview

Normal Report:

Coming Soon

Deposit Report:

The purpose of this report is to show the sub ledger balance of the Project Customer Deposits G/L account (Total Deposit column). The Project Type must be left blank for this report to tie to the Project Customer Deposit G/L Account. .

  • Project Type - The project type for that group of projects

  • Project - The project number and title separate by a hyphen

  • Advanced Billing - The total amount billed through ADV type invoices for a given project

  • Advanced Bill Credits - The total amount of credits marked as Advanced Bill credits (most often generated through creating a final invoice) for a given project

  • Retainage - The amount of unbilled retainage for a given project

  • Total Deposit - The amount remaining in the customer deposits account for a given project (Advanced Billing - Advanced Billing Credits)