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Projections vs Actual (Discrepancies)

Modified: 2017/10/17 14:45 by admin - Uncategorized
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Report: Projections vs Actual (Discrepancies)

The Projections vs Actual (discrepancies) Is an Invoice Discrepancy Report: Showing the difference between expected billing and Actual billing.

This report is launched from the Reports window.

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Common

Please be sure to review the Reports page for common functionality shared by the majority of our reports.

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Criteria

  • Custom dates
  • Last Month
  • Last Month to Date
  • Last Year
  • Last Year to Date

  • From: - For use with custom dates.
  • To: - For use with custom dates.

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Columns

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Standard

Group by
  • Customer - See Customer.
  • Contract # - See Contract.
  • Invoice # - Invoice number in A/R.
  • Projected - The projected billing pulled from the contract.
  • Actual - The Actual billing pulled from A/R.

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Additional

  • Agency - See Agency.
  • Billing Cycle - See Customer
  • End Date - End Date of line in the contract.
  • Estimate # - See Contract.
  • Invoice type - Type of Invoice the contract wants printed See Contract.
  • Owner - The Owner of the Customer on this particular contract.
  • Primary Conflict - See Conflicts.
  • P.O. # - The P.O. number if it has one.
  • Product - See Contracts.
  • Revenue Source - See RevenueSource.
  • Revenue Type - See RevenueType.
  • Secondary Conflict - See Conflicts.
  • Sales Person - See Salespeople.
  • Start Date - The start date of the line in the contract.

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Additional Information