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Projects - Reports

Article Index

Reports

There are five (5) reports available for Projects. These reports are created and maintained via the Reportman (...\plug_ins\reports\REPORTS\PROJECTS directory) and is follows:

Language Label ID Description (Report Name)

  1. TRN_27 Stock Item
  2. TRN_354 Statement
  3. TRN_960 Total
  4. TRN_2330 Hours
  5. TRN_20069 Transactions

This will translate depending on your Language selection when launching TurboCASH for the first time (after installation); or the Language selected in the File → Switch Language menu. For example; English (default), en-South Africa, en-UK will refer to “Stock Items” and if you select the en-American language, it will display as “Inventory Items” on the list of reports.

To Generate Project Reports:

  1. Click on the Action → Projects menu. The Projects screen (list view) is displayed: 
  2. The Projects screen (list view) will be displayed. 
  3. Select a Project. 
  4. Select a report on the list and click on the Report button.

Project - Stock Items

This will list the details of the stock items and hours (created via the Calendar).

This will list the totals of all Invoices, Credit Notes, Purchases and Supplier Returns as well as a list of each of these documents. It will also list the Stock Code, Document Number, Stock Description, Date and Exclusive Amount for each stock item selected on a document.

 

These documents do not need to be posted to be included in this report.

 

Project – Statements

This will list the totals of all Invoices, Credit Notes, Purchases and Supplier Returns as well as a list of each of these documents. It will also list a list of any Quotes and Orders.

 

These documents do not need to be posted to be included in this report.

 

Project – Hours

This report will list only those Invoices which have been created in the Calendar (Create Invoices for Hours) and which have converted from quotes to invoices. It will list the date, start and end time as well as the number of hours spent on a project.

 

These documents do not need to be posted to be included in this report.

 

Project – Transactions

This report will list all transactions in posted batches and / or posted documents.

 

This will not list any unposted batches and documents.

 

Project – Totals

This report will list the totals of transactions (debit and credit) for all accounts selected in posted batches and / or posted documents. 

 

This will not list any unposted batches and documents.