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archInvoice Reports

archInvoice provides the user with the ability to produce many reports. The reports fall into one of the four groups as discussed below.
[ Database Reports ]
Customers Report 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.
Project Report 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.
PhaseCode Report 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.
Employee Report 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.
StaffCodes Report 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 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.
Summary Report 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 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.
Square Feet Records 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.
Fixed Fee Records 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.
Consultant Records 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.
Expense Records 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.
[ History Reports ]
History Report 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.
Previously Billed History 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.
Hourly Not To Exceed History 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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