to select the project managers to be included on the report. One or more project managers may be selected. If the field is empty, all active project managers will be considered for inclusion on the report.Project Unbilled Aging displays details of all unbilled transactions as of the period specified. Unbilled amounts are aged based on their transaction date. The AR Aging process can be run for any date to analyze the customer's aged invoices as of that date. The aging date has a 1:1 relationship with a customer.
Internal Company – The company from which the data is being reported.
Fiscal Period – Enter the fiscal period to report on.
Aging Date – Only one aging date exists per customer. In order to create aging data for a customer that is in the past, the Aging process must be run for the customer using the desired prior date. The date selected here should be the date used the last time the aging process was run for the customer. Once this report is run, the customer's aging would need to be re-run in order to generate aging as of the current date.
Summary or Detail – Select Summary to have the transactions summarized by Employee/Title (depending on what is selected in the Summary Options). Select Detail to display individual transactions.
Project Manager – Click Lookup to select the project managers to be included on the report. One or more project managers may be selected. If the field is empty, all active project managers will be considered for inclusion on the report.
Customer – Click Lookup to select the customers to be included on the report. One or more customer id’s may be selected. If the field is empty, all customers will be considered for inclusion on the report.
Project – Click Lookup to select the projects to be included on the report. One or more project id’s may be selected. If the field is empty, all projects will be considered for inclusion on the report.
Sort By – Select to have the report sorted by Customer ID, Project ID or Project Manager.