List of All Reports

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Project Management

 

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.

 

Budget Analysis – The Budget Analysis report compares the Budget entered on the Item Window - Pricing Detail Tab against the Estimated and Actual Prices of the Item.  Budgets for a particular Project can be grouped either by Sales Category or Location to determine if the Project is within the allocated limit requested by the Client.

 

Client Accounting Inquiry – The Client Accounting Inquiry report will list the detailed accounting entries including Deposits and Retainers received, Client Invoice, and Payments on Invoices made for a specific Project.  The report can be given to the Client as a listing of all fiscal activity for the Project or used internally to ensure that the accounting entry for a Project has gone properly.

 

Client Status – The Client Status report lists the pricing and sales tax, Deposit and Payments applied, estimated balance due, and certain status information for Items within a given Project.  The report is designed to be given to your Client to provide them a detailed review of the accounting and order status for each Item in the Project.  Since the report is designed for the Client, no cost nor Vendor information will be displayed.

 

Deposit Analysis – The Deposit Analysis report will list the Retainers and Deposits received from your Client, the application of the Deposits/Retainers on each Client Invoice, and the available Deposit/Retainer balance. The report also lists the available Deposit per Item and Proposal.  The Deposit Analysis report is usually used in conjunction with the Open Client Deposit Report to determine which Items and Proposals are currently holding Deposits and potentially need to be invoiced to the Client.

 

Freight Analysis – The Freight Analysis (Installation / Labor / Etc.) report displays a comparison of the Estimated Cost and Price to the Actual amounts for a specific Component Type such as Freight or Installation. The Estimated Cost and Price are entered by the user through the Project and Specifications Window while the Actual Cost and Price are automatically recorded after entering Vendor and Client Invoices, respectively.  The report is useful to track additional charges incurred from Vendor to ensure no billings to the Client are missed and to review the accuracy of charges, such as Freight, for the Project as a whole.

 

Pick List – The Pick List report lists Components and their order and receiving information based upon criteria including receiving, delivery, and if they have been invoiced to the Client or from the Vendor.  The report is used as a checklist when preparing for delivery to ensure merchandise is not overlooked and can be given to delivery service as a shipping manifest.

 

Profit Analysis – The Profit Analysis report displays the Estimated and Actual Cost and Price, Profit, Mark-Up percent, and Gross Profit percent of all the Items within a Project.  The Estimated Cost and Price are entered by the user through the Project and Specifications while the Actual Cost and Price are automatically recorded after entering Vendor and Client Invoices, respectively.  The report has many uses, including, as a review after all of the Items have been entered into the Project to view how much money the company is expecting to generate from the Project.  It can also be run at the completion of the Project to analyze the true profit of the Project as displayed by the total Actual Profit.  Finally, the report is a tool to track the accuracy of estimates both to Vendors and Clients and can be used to determine the most profitable Projects.

 

Project Cash Flow – The Project Cash Flow report shows the movement of the cash into the company as Deposits, Retainers, and Payments on Invoices are received and out of the company to as Checks are written to your Vendors for a specific Project.  The report is designed to monitor the effect of the Project on the cash balance of the company and, in doing so, provides a complete listing of all fiscal transactions for the Project.

 

Project Profit and Loss – The Project Profit and Loss report provides an overall view of the profitability of a Project by summarizing the Project's effect on the various Sales, Cost of Goods Sold, and Operating Expenses Accounts.  The report can be viewed for the entire lifetime of the Project or can be limited to a particular date range (one month or one year, for example) to examine the Project's activity within that range.

 

Request for Bid – The Request for Bid is used to get the lowest cost amongst several Vendors who all carry the goods or services you are looking to purchase for your Client.  A Purchase Order must first be created for the Component(s) in question.  Oftentimes, a "To be Determined" Vendor will be initially assigned to the Components to create the Purchase Order.  Once you receive estimates from your Vendors, the Components can be edited, the Vendor and estimated Costs changed so that the Purchase Order can then be updated with the costs from the accepted Vendor.

 

Project Management - Order Tracking

 

Acknowledgement – The Acknowledgement report shows ordered Components that have either been acknowledged or not acknowledged by the Vendor.  The Components are listed in Reference Number order within a given Project.  In general, this report is used to determine which Vendors have notified you that they have received your Purchase Order.  To record a Purchase Order as acknowledged, highlight the PO on the Documents and Accounting Window, click the Status button and fill in the Acknowledgement Date and Number.

 

Back Order Report –The Back Order report will list all Components with an outstanding Back Order Quantity that has been entered on the Edit Order Status Window. This report is primarily to monitor merchandise that is back-ordered to ensure proper order fulfillment but can also be used to review merchandise that might be shipped but not received or not paid in full by choosing the proper entry on the "Show Components" menu.

 

CFA – The CFA report shows Components with a Cut for Approval (CFA) Date recorded in the Component Window - Order Status Tab.  The report can be run to either view Components with or without a CFA Date to track merchandise requiring a CFA but have not received one or to list merchandise that received a CFA for review.

 

Delivery/Shipping – This report is designed to show what items and components have not been delivered (or are received and not yet delivered).  A delivered date can be recorded on each component using the Component Order Status Tab.

 

Expected Ship – The Expected Ship report displays order status information for Components depending on whether or not they have or not have an Expected Ship Date entered on the Edit PO Status Window.  The report is useful in monitoring when merchandise is anticipated to be delivered from the Vendor if an Expected Ship Date has been entered or alerting you to merchandise has no anticipated shipping date for Components without an Expected Ship Date.

 

Proposal Listing – The Proposal Listing report will display Proposals based upon a variety of criteria including whether or not a Proposal is active or if a Deposit has been recorded against it.  The report is useful in displaying which Proposals are awaiting Deposits from the Client.  It can also be given to the Client as a summary of the Project to indicate the total proposed price of the Project and what Deposit monies have been received or are still required.

 

Open Purchase Order – The Open Purchase Order report will list the Purchase Orders that have not been closed according the Company settings.  The Summary version will list one line per Purchase Order while the Detail version will display each Component included on the Purchase Order.  The report is most commonly used to review which Purchase Orders have not yet been paid or received in full, track the order status of the merchandise, or display the payment information for the Purchase Orders.

 

Pre-Billing – The Pre-Billing report lists the future amounts, per Item, that still need to be invoiced to your Clients. You can choose to print all Project Items, only Items that are on a Purchase Order, or only Items that have a Vendor Invoice recorded.  This report is commonly used to determine which Items currently need to be billed to the Client.  Once Items are invoiced in full to the Client, or are marked "Complete", they will no longer show on the report.

 

Project/Order Status – This report provides a "snapshot" of the Specifications and Components for a Project including pricing, order status and cash flow information. The report is one of the most comprehensive Specification report and can be printed to provide the owner or project manager a complete overview of a Project.

 

Purchase Order Listing – The Purchase Order Listing report will list all Purchase Orders recorded in Design Manager.  The Summary version will list one line per Purchase Order while the Detail version will display each Component included on the Purchase Order.  The report is most commonly used to provide a listing of all Purchase Orders for a Project or Vendor, track the order status of the merchandise, or display the payment information for the Purchase Orders.

 

Receiving – The Receiving report lists the Components and their order status information based upon whether or not they have been received in full.  To be considered fully received, the Component's Received Quantity will equal its Ordered Quantity.  The Received Quantity for a Component is recorded on the Edit PO Status Window.  The report is used primarily to monitor which Components are still awaiting delivery from the Vendor.

 

Unordered Components – The Unordered Components report lists Components that have not yet been included on a Purchase Order.  You can select to print all unordered Components, only those Components that have been included on a Proposal to the Client, or those on a Proposal that has had a Deposit received.  The report is normally run after all of the Purchase Orders for a Project are created to ensure that goods and services have been ordered from the Vendors.  Once a Purchase Order is created for a Component, it will no longer be displayed on the report.

 

User-Defined Date – The User-Defined Date report will show Components based upon whether or not they have one of the User-Defined Dates entered on the Component Window - Order Status Tab.  The User-Defined Dates are customized by the user on the Company Advanced Options Window - General Tab and are used to monitor other order status or reminder dates that are not already tracked within Design Manager.  The report will list both of the User-Defined Dates along with other status information for each Component.

 

Accounts Receivable

 

Aged Accounts Receivable – The Aged Accounts Receivable report lists Clients and their Projects that have outstanding balances (i.e., Invoice(s) not yet paid in full) and how long the balances have been outstanding.  You can print a detailed version of this report that includes the particular Client Invoices and any Payments received so far or a summary that simply lists each Project and the total balance due.  Once an Invoice has been paid in full (or otherwise closed), it will drop from the report reducing the outstanding balance for the Project.  It is recommended that this report is run on a regular basis to ensure that, both, Clients are being invoiced correctly, and that they are paying in a timely manner.

 

Cash Receipts Journal – The Cash Receipts Journal lists all monies that the company has received from your Clients along with funds from non-Client sources (i.e., commissions, tax refunds, etc.) within a certain time period.  The receipts are arranged by Check Number within the Payment Type (Check, Visa, etc.) and display the Cash Account into which they were recorded.  The report provides an overall vision of all funds which have come into the company including the source of the Project of the funds and a description of why it was received.

 

Client History – The Client History reports shows the totals sales for each client for the current year and the prior two years.

 

Deposit Slips – The Deposit Slip is intended to print on the forms compatible with Design Manager and will display each Check Number for a particular Receipt Date and Deposit Slip combination.  You can take the Deposit Slip report along with the checks to be deposited to the bank rather than manually filling out a bank deposit slip.

 

Invoice Listing with Item Detail – The Invoice Listing with Item Detail report provides a listing of all of the invoices for a Project posted during the specified dates.  It includes each Item on these invoices and shows the break down of the Component Pricing as well as the sales tax, deposit and balance of the Items.

 

Open Client Deposit – The Open Client Deposit report lists Client and their Projects that have Deposits and/or Retainers that have been recorded, but not yet fully applied to a Client Invoice.  Once you create Invoices for all Items that have a particular Deposit recorded against them or fully apply a Retainer to new Invoices, the entry will no longer appear on the report.  It is recommended to run the Open Client Deposit report regularly to see which Projects still have unapplied Deposits and Retainers indicating that they still need to be invoiced in full.  The report is often used in conjunction with the Deposit Analysis Report.

 

Sales Journal – The Sales Journal lists all Client Invoices with an Invoice Date that falls within the specified date range.  The report displays the revenue of the Invoice by Component Type and also shows the Sales Tax, Deposit Applied, and Balance Due.  Additional charts display any Invoice Adjustments within the date range, an Account Summary, and a Sales Category Summary of the Invoices.  The Sales Journal is often used alongside of the Income Statement to provide a more detailed breakdown of a company's revenue for a specified timeframe.  

 

Sales Tax – The Sales Tax report lists all Client Invoices with an Invoice Date that falls within the specified date range and groups the Invoices by their associated Sales Tax Code.  The report is intended to be run when filing your sales tax return as it will display how much sales tax is owed to each tax authority for the given period.  

 

Statements – The Statement lists Client Invoices and Payments for a Project and can be configured to include a single Project or all Projects for a particular Client.  The Statement is intended to be sent to the Client; as, by default, it only lists Invoices that have an outstanding balance as a reminder that payment is expected in a timely manner.  The Statement can also be run to include Invoices that are paid in full to provide the Client a record of past and current Invoices.  Often companies will send a Statement along with the unpaid Invoices, using the Statement as a cover sheet to briefly explain what funds are outstanding and the Invoices themselves as the detailed supporting documents.

 

Accounts Payable

 

1099(s) – The 1099 report lists all Vendors that have been indicated as requiring a 1099 and have had Checks and/or Credit Card payments from your company in excess of a specified amount for a particular calendar year.  These Vendors can include independent contractors, commission-based salespeople, attorneys, etc..  The 1099 report allows you to print detailed or summarized payment information for each appropriate Vendor and even print directly on the 1099 and 1096 documents themselves.

 

Aged Accounts Payable – The Aged Accounts Payable report will show Vendor Invoices and Deposits that have not been paid in full and for how long the balances have been outstanding.  You can print a detailed version of this report that includes the Invoice Number and Date, Purchase Order Number, etc. for each transaction or a summary that simply shows the Vendor and the outstanding balances.  It is recommended that this report is run on a regular basis so Vendors are being paid in a timely manner to avoid any late payment fees or penalties.

 

Cash Requirements – The Cash Requirements report lists all Vendor Deposits and Invoices that are not paid in full that have a Payment Due Date that is less than the Next Check Date entered by the user.  The report is useful to compare the estimated amount of funds that will be necessary for the next check run to the current balance in the Checkbook to ensure enough funds will be available.  Once the payable has been paid in full, it will no longer appear on the report.

 

Check Stub – The Check Stub can be printed when more than 11 payables are included on a single Check to a Vendor.  When such a situation arises, the Check Stub will read "*See Attached Sheet*".  The Check Stub report for the particular Check can be ran and included with payment to the Vendor.  The report can also be used to simply reprint a Check Stub for a particular Check Number if the original is lost or damaged.

 

Cost of Goods Sold Accrual – The Cost of Goods Sold Accrual report lists all Components that have been included on a Purchase Order and have been Invoiced to the Client but have not had a Vendor Invoice recorded against them.  Once a Vendor Invoice is recorded, the Component will drop from the report.  The report is often used to examine higher than expected profitability on the Income Statement due to an increase in Revenue with no associated increase in Cost of Goods and can provide the proper amount to compensate for the disparity via a monthly Journal Entry.  

 

Disbursements Journal – The Disbursements Journal report shows a list of all Checks that were issued within a specified date range.  The Checks are grouped by their associated Cash/Checking Account.  The report can be used as a simple audit trail of all Checks being written by the company or can also be used to display the Accounts affected by each Check thereby identifying the purpose of the purchase.

 

Misc. Project Expense Listing The Miscellaneous Project Expense Listing report displays Components created by entering Project-Related Operating Expenses for a particular Project.  The report can be used as a record to the Client for purchases and expenses that are not associated with a Purchase Order.  Also, it can be used to identify expenditures that still need to be billed to the Client by selecting "Yes" on the "Exclude Invoiced Items" option.  

 

Open Vendor Deposit – The Open Vendor Deposit report displays Vendor Deposits that have not been fully applied on Vendor Invoices.  Once a Vendor Invoice is entered that uses all the Deposit allocated to a Purchase Order, the entry will no longer be displayed on the report.  It is recommended to run this report on a regular basis to review what monies have been sent to Vendors and for how long the order has remained unfulfilled.  If a Vendor Deposit appears on this report for several months, you ensure that the Vendor has received the Deposit and is processing the order.

 

Paid Purchases By Account – The Paid Purchases by Account Report shows vendor invoices, bills, and operating expenses that have been fully paid by check, credit card, wire, etc.

 

Purchases Journal – The Purchases Journal report lists all Vendor Deposit, Invoices, and Operating Expenses recorded over a specified period of time.  The report shows the pertinent information for each payable including the Accounts affected by the transaction.  The Purchases Journal is often used to review the detailed transactions that comprise the current Cost of Goods Sold and Operating Expense Account balances.  An additional chart which displays the Account Summary for all transactions displayed is included at the end of report.

 

Vendor Accounting Inquiry – The Vendor Accounting Inquiry report will list all Vendor Deposits and Invoices that have been entered for a specific Vendor, displaying the Date, Purchase Order or Invoice Number, Invoice or Deposit Amount, Balance, etc.  The report is often used to determine if a particular Deposit or Invoice has been entered and/or has been paid or to review the overall activity with a particular Vendor.

 

Vendor History – The Vendor History report lists the total Vendor Invoices and open Vendor Deposits for each Vendor over a three year period.  The report is useful in reviewing total activity with Vendors to determine if new terms should be negotiated, a line of credit should be established, etc.

 

Work in Process (WIP) – The Work in Process report will list Components that have a Vendor invoice recorded against them but have not yet been invoiced to the Client.  Essentially, the report displays the detail of the activity that represents the balance in the Work in Process Account.  Upon invoicing a Component listed on the report to a Client, they will drop from the report.  The cost of the Component will also be transferred from the Work in Process report into the respective Cost of Goods or Expense Account.  It is recommended to review this report on a regular basis to ensure that Clients are being invoiced properly for merchandise which would cause the net income for the company to be understated.

 

Work in Process History – This report lists the activity in the Work In Process Account of an item or a range of items.  It is often used in conjunction with the Work In Process Report to determine why a component is listed on the Work In Process Report.

 

Accounts Payable - Payroll

 

Payroll History – The Payroll History report lists each Payroll Check for a particular Employee along with particular Payroll Accounts that were affected upon creating the Payroll Entry.  The report can be used to assist in determining the W2 information for each Employee at the end of the calendar year.

 

Payroll Register – The Payroll Register report lists each Employee along with the affected Payroll Accounts for each Payroll Entry within a specified date range.  The report is intended to printed for each payroll period to be kept for historical records.

 

W2(s) – The W2 report is configured to print on the W2 form that your Employees will need to file their Federal and State Income Taxes.  The necessary W2 information is entered by going to the Employee / Manager / Salesperson Window - Payroll Tab and clicking the W2 Info button.  If you use Payroll Entries in order to create payroll checks for your employees, the Payroll History report will be useful in entering the W2 information.  W2 Laser forms can be purchased from any office supply store.

 

General Ledger

 

Account Inquiry – The Account Inquiry report lists each transaction posted to the Account within the specified date range.  The report can be used as a tool to research mistakes or unexpected changes to the Account and can also be provided to the accountant as a historical ledger for the Account.

 

Chart of Accounts – The Chart of Accounts report lists all General Ledger Accounts from the Account Glossary Window.  The report is most frequently run when a company initially begins configuring their Chart of Accounts or as a reference for a user who handles accounting duties or the company accountant.  

 

General Ledger – The General Ledger report lists the fiscal activity per month for each Account that has activity within the specified month range.  The Summary version will list the opening and ending balances per month along with one line per type of accounting activity (i.e., "Sales", "Cash Receipts", etc.) while the Detail version will show each individual transaction within the accounting activity.  The report is often run for a particular period in order to be provided to the accountant so that the taxes can be filed or to be saved for auditing purposes.

 

Journal Entry Journal – The Journal Entry Journal report lists all Journal Entries that have been entered over a specified period of time.  The report is often used to review Journal Entries to ensure that they were all posted to the correct account and can also be given to the bookkeeper or accountant as a confirmation that the Journal Entries have been posted.

 

Transaction Register – The Transaction Register report displays all accounting transactions entered into Design Manager that satisfy the criteria provided by the user.  The report is an invaluable tool when attempting to track down accounting discrepancies.  For example, when researching why a Checkbook Reconciliation is not reconciling properly, "keyed date" can be used to locate transactions that were physically entered after the last successful Checkbook Reconciliation was completed, but affected the period prior to the current Checkbook Reconciliation.  

 

Trial Balance – The Trial Balance report is a traditional financial document and shows the balances for all Accounts as of the specified date.  The report is often submitted to the accountant at the end of the year for historical reference or to highlight any Account balance irregularity.

 

Twelve Month Income Comparison – The Twelve Month Income Comparison report lists the twelve monthly balances of all Revenue, Cost of Goods Sold, and Expense Account totals for a particular year.  By essentially consolidating an Income Statement for each month, the report can be used to identify trends in profitability within the calendar year to assist in forecasting in the future.

 

 

General Ledger- Financial Statements

 

Balance Sheet – The Balance Sheet is a traditional financial statement which lists the balances of the company Asset  (Cash/Checking Accounts, Accounts Receivable, Vendor Deposits, Work In Process, etc.), Liability (Accounts Payable, Client Deposits, Loans, Credit Cards, etc.), and Equity (Suspense, Owner's Equity, Mortgage Note Payable, etc.) Accounts as of a particular month.  The report can be used to: monitor the financial health of the company by comparing Assets to Liabilities; to estimate cash flow by comparing Accounts Receivable to Accounts Payable; to estimate future revenue by reviewing Work in Process and Client Deposits, among other uses.

 

Cash Flow Statement – The Cash Flow Statement is another traditional financial document that illustrates the increase or decrease of monies into and out of the company based on changes to the Balance Sheet and Income Statement Accounts.  The report can be used to determine the current liquidity of the company and to see if the company is able to pay what is owed to Vendors or if there is a surplus of cash which can be invested or given to employees as incentives.

 

General Ledger- Financial Statements- Income Statements (P&L)

 

Monthly Income Statement – The Monthly Income Statement  is designed to display the profit and loss for a particular month.  This report shows the selected month as well as the year-to-date figures.

 

Quarterly Income Statement – This report prints a profit and loss for any specified quarter.

 

Yearly Income Statement – This report prints a profit and loss for a given year.

 

Comparative Income Statement for Custom Periods – This report is used to compare the income (profit and loss) between to specified dates ranges.  For example, you can compare a certain week from this year to a week from last year.

 

Time Billing

Employee Time Analysis – The Employee Time Analysis report displays all Time Entries for a given Employee.  The report can be used by the owner or office manager to monitor productivity and profitability of the Employee and can be used to determine scheduling or hiring needs.

 

Employee Time Analysis - Summary – The Employee Time Analysis - Summary displays the total Hours, Costs, and Prices for all Time Entries per month for a given Employee.  The report is useful as a consolidated view of the Employee's billable hours over a large period of time.

 

Project Time Analysis – The Project Time Analysis report displays all Time Entries for a given Project.  The report can be used by the owner or office manager to compare the amount of resources that each Project is using to assist in allocating the proper staff to the Project and can be used to view the profitability of the time being billed to the Project.

 

Project Time Analysis - Summary – The Project Time Analysis - Summary displays the total Hours, Costs, and Prices for all Time Entries per month for a given Project.  The report is useful as a consolidated view of the billable time for the Project over a large period of time.

 

Hours Journal – This report lists the Time that has been recorded by each employee.  It is often used to determine how much to pay hourly employees or to view all of the time entered for a particular date range.

 

Time Budget Analysis – The Time Budget Analysis displays the total of all Time Entries joined to a particular Item so that the Billable and Non-billable Prices and Hours along with Billed Price can be compared against the Budget Hours and Price for the Item.  The report is used to monitor the budgeted figures versus what Time Entries are entered by the Employees and what is ultimately invoiced to the Client for a Project to ensure that the Project does not exceed the billable hours or price quoted to the Client.

 

Time WIP – The Time Work in Process report lists Time Entries that have not yet been  invoiced to the Client.  The goal of the report is to ensure that all billable time is properly invoiced to the Client.

 

Glossary Listings

Clients Listing – The Client Listing report displays information recorded on the Client Window.  This report will list your Clients.  You can choose to see clients for a specific manager and whether or not to print the Notes. The detail version will show the client’s email, website, Tax ID and more.

 

Employee / Manager / Salesperson Listing Report – The Employee / Manager / Salesperson report displays information recorded on the Employee / Manager / Salesperson Window.

 

Locations – The Location Listing report displays information recorded on the Location Window for either Project or Company-wide Locations or both.

 

Projects/Items – The Project / Items report displays information recorded on the Project Window.  Selecting "Yes" on the "Show Items" option will also display detailed information on each Project's Specifications as recorded on the Item and Component Windows.  With the Items being displayed, the report can be sent to the Project Manager for review for accuracy, missed billings, or as a physical representation of the Project.

 

Remarks - The Remarks Listing report displays information recorded on the Remarks Window which can be used to quickly add terms, conditions, or general descriptions throughout the software.

 

Sales Categories – The Sales Category Listing report displays information recorded on the Sales Category Window.

 

Sales Tax Codes – This report lists Sales Tax Codes which tell Design Manager how to charge sales tax for Projects in the system.  A Sales Tax Code is assigned to each Project when the Project is created.

 

Ship To Codes – This report will list the Ship To Codes used within your Projects and Components for notification of where your purchases are to be sent.

 

Time Activity – This report lists Time Activities which are commonly used when entering in employee time.

 

Vendor – This report will list the Vendors used when entering in your components, ordering via PO, or when entering Expense/Bills.

 

Mailing Labels and Envelopes

Client Invoices – The Invoice Labels and Envelopes report can be used to print Mailing Labels or Envelopes for existing Client Invoices.  The address on the label or envelope will be from the Project Billing Address.  Usually an Invoice Date range is entered so that a label or envelope will be printed for each Client Invoice dated within the range.

 

Clients/Projects – The Project Labels and Envelopes report can be used to print Mailing Labels or Envelopes for either the Client or Project Billing Address.  The Project Labels and Envelopes is often used for marketing mailings or holiday cards.

 

Proposals – The Proposal Labels and Envelopes report can be used to print Mailing Labels or Envelopes for existing Proposals.  The address on the label or envelope will be from the Project Billing Address.  Usually a Proposal Date range is entered so that a label or envelope will be printed for each Proposal dated within the range.

 

Purchase Orders – The Purchase Order Labels and Envelopes report can be used to print Mailing Labels or Envelopes for existing Purchase Orders.  The address on the label or envelope will be from the Vendor Address.  Usually an Ordered Date range is entered so that a label or envelope will be printed for each Purchase Order dated within the range.

 

Statements – The Statement Labels and Envelopes report can be used to print Mailing Labels or Envelopes for Statements.  A label or envelope will be created for each Project that has an outstanding Client Invoice.  The address on the label or envelope will be from the Project Billing Address.

 

Vendors – The Vendor Labels and Envelopes report can be used to print Mailing Labels or Envelopes for active Vendors.  The address on the label or envelope will be from the Vendor Address.

 

Vendor Checks – The Vendor Check Labels and Envelopes report can be used to print Mailing Labels or Envelopes for Vendors that have recently been issued a Check. The address on the label or envelope will be from the Vendor Payee Address.  Usually a Check Date range is entered so that a label or envelope will be printed for any Vendor with a Check dated within the range.