archInvoice
provides the user with the ability to produce many reports.
The reports fall into one of the four groups as discussed below. |
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[ Database Reports ] |
Customers Report |
The Customer Report provides a detailed list of
the information contained in the 'Customer' database. The
report includes the Customer name, address and contact
information. A single customer record or a range of
customer records may be printed.
Download a PDF file of a sample Customer Report.
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Project Report |
The Project Report provides a detailed list of
the information contained in the 'Project' database. The
report includes the Project Identifier, Project Name,
Customer information, maximum project limit values, and
refer to billing information.
Download a PDF file of a sample Project Report.
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PhaseCode Report |
The Phase Code report provides a listing of the
records contained in the 'Phase Code' database. Information
listed includes the phase code, description, type code,
and the code rate.
Download a PDF file of a sample PhaseCodes Report.
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Staff Report |
The Employee Report provides a detailed
list of the employees of the company. Information includes
the employee code, name, pay code, postion, status, and
start date.
Download a PDF file of a sample Employee Report.
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StaffCodes Report |
The Staff Codes Report provides a list of the
assigned codes for the various staff billing rates.
Information includes the staff code, description, and hourly
rate.
Download a PDF file of a sample StaffCodes Report.
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[ Status Reports ] |
Receivables Report |
The Receivables Report provides a list of each
outstanding invoice. Information includes the Invoice Number,
date, project identifier, project name, date due, invoice
amount, amount previously paid, balance due, and number of
days past due. All outstanding invoices or just the
invoices for a specific project can be listed .
Download a PDF file of a sample Receivables Report.
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Summary Report |
The Summary Report provides a summary listing for
each invoice created during a billing cycle. Information
listed includes the project identifier, project name, and
the amount for each of the five invoice groups plus any
adjustment amount and the total for the invoice. Additonally,
at the bottom of the report a total is provided for each
group.
Download a PDF file of a sample Summary Report.
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[ Database Reports ] |
Hourly Records |
The Hourly Records report lists the records from
the 'Hourly' database that fall within the timeframe selected.
Information includes the project identifier, phase, date,
employee identifier, employee name, rate code, and the
number of hours.
Download a PDF file of a sample Hourly Records.
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Square Feet Records |
The Square Feet Records report list the records from
the 'Square Feet' database that fall within the timeframe
selected. Information includes the project identifier, phase,
date, total square foot amount, square foot rate, percent
done, and any comment provided.
Download a PDF file of a sample Square Feet Records.
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Fixed Fee Records |
The Fixed Fee Records report list the records from
the 'Fixed Fee' database that fall within the timeframe
selected. Information includes the project identifier, phase
date, fixed fee amount, percent done, and any comment
provided.
Download a PDF file of a sample Fixed Fee Records.
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Consultant Records |
The Consultant Records report list the records from
the 'Consultant' database that fall within the timeframe
selected. Information includes the project identifier, type
of consultant work (phase), date, amount billed, and the
company name.
Download a PDF file of a sample Consultant Records.
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Expenses Records |
The Expense Records report list the records from
the 'Expense' database that fall within the timeframe
selected. Information includes the project identifier,
expense type (phase), date, expense amount, and any comment
provided.
Download a PDF file of a sample Expense Records.
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[ History Reports ] |
History Report |
The History Report provides a detailed listing of
the transactions for a specific customer. Specific information
provided includes the customer contact and address, phase
tracking information, invoice summary information, and
invoice payment information.
Download a PDF file of a sample History Report.
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Previously Billed History |
The Previously Billed History report provides a
listing of what has been billed for a specific project.
Information includes the project identifier, project phase,
description, invoice number, and amount billed.
Download a PDF file of a sample Previously Billed History.
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Hourly Not to Exceed History |
The Hourly NTE History report provides a listing
of the Hourly NTE amounts for a single project or all projects.
Information includes the project identifier, project phase
code, phase description, and not to exceed amount.
Download a PDF file of a sample Hourly NTE History.
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