Overview
This report provides an overview of your current work in progress, displaying the cost of labour less the amount already invoiced to the client. Additionally, it highlights the timesheets that are yet to be invoiced.
Accessing the report
1. Hover on Reports.
2. Click Work in Progress Summary.
If no data appears, it means you don’t have access to the Debtors Summary. Contact AgriSmart Support to enable this.
Understanding the report
- Filters: Use the filters to search for a particular client and/or refine the report by job type, partner, or manager.
- Client Code and Client Name: These columns display the unique code and name of each client.
- Amount: This column displays the client’s work in progress. It is calculated by subtracting the total invoiced amount (GST exclusive) from the uninvoiced timesheet entries.
Buttons & functions
Export breakdown(s)
To export a detailed breakdown, follow these steps:
1. Select the client(s) by checking the tick box at the far right of the table in line with the applicable client’s name. To select all clients, check the tick box in the grey header section.
2. Click Export breakdown(s).
3. Once the breakdown is exported and opened, a column labelled Invoiced will appear in the export, indicating whether the timesheet has been invoiced. If it says Yes, the timesheet has been invoiced; if left blank, it has not been invoiced yet.
Print breakdown(s)
To print a detailed breakdown, follow these steps:
1. Select the client(s) by checking the tick box at the far right of the table in line with the applicable client’s name. To select all clients, check the tick box in the grey header section.
2. Click Print breakdown(s).
3. Once the breakdown is printed and opened, a column labelled Invoiced will appear in the PDF, indicating whether the timesheet has been invoiced. If it says Yes, the timesheet has been invoiced; if left blank, it has not been invoiced yet.
Export
Click this button to export the current page of the report.
Use this button to print the current page of the report.