Account Summary report

This Elite report lists the revenues-versus-cost by account applied to posted invoices for a date range you specify.

Note: This report is only available when the Accounting Integration feature is purchased.

It includes customer name, hours, rates, costs and accounts charged.

To view and print the Account Summary report:  

1. From the Reports menu, select Management Reports.

Result: A Management Reports menu displays.

2. Select Revenue Reports.

Result: A Revenue Reports dialog box displays.

3. Select Account Summary.

4. In the Date From and To drop-down calendars, select the date range you want included in the report.

Note: The From date defaults to the last used date value for the To field or to a month before the current date, if the report has not been printed before.

5. In the RO Number From and To fields, select the RO number range you want included in the report.

6. Click OK.

Result: The report displays in a separate window.

7. Click the print button at the top of the window to print the report.

Result: A Print dialog box allows you to select the print range and the number of copies.

8. Click Print.