Modified: 2017/10/17 15:45 by admin - Uncategorized

Redirected from: Projections vs Actual (discrepancies)

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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

• Station - See Station.

• 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

• See Reports.