Bookings Report

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The Bookings Report is accessed from the Reports Window, Project Management folder.  This report is designed to show monies that can be counted as future or current cash within a date range from clients.

 

bookings

 

The Bookings report lists all Deposits on Proposals and Client Invoices within a specific date range.  The Summary version lists one line for each Project displaying the total Deposits received and Client Invoices generated for the Project within the date range.  The Detail version provides a list of each Item on the Proposal or Client Invoice for the Deposit and Client Invoice entry, respectively.  This report can be given to the Designer or Project Manager of a particular Project to show which Proposals have been approved and can also be used by the principal of the company to analyze current and estimated future revenue.