Job Summaries
  1. Jobs
  2. Job Summaries

Job Cash Summary

Provides a summary of a job's cash position and includes the amount billed to a client, received from a client, invoice by the supplier, and paid to the supplier.

The job cash summary page has a new look. 

 

Large KB Template -Aug-24-2023-04-44-10-4724-PM

 

From this screen, you can click on the following:

Field Description
Chart 

Provides you with a chart of job cash balances in which you can do the following 

  • Show or hide the labels of the balances
  • Open a report selection page 
  • Show a data table 
  • Save the chart as an image. 
Excel

Click to export the job cash summary as an Excel report 

  • Summary - List with one row for each job.
  • Detail - List of payment detail lines
Export

Click to export the job cash summary as a pdf report

  • Summary - List with one row for each job.
  • Detail - List of payment detail lines
Preview 

 Click to preview the job cash summary as a downloadable and printable report 

  • Summary - List with one row for each job.
  • Detail - List of payment detail lines
Job No. 

Click on the job number to see the data broken out by 

  • Client Job Invoices
  • Supplier Invoices