Open Invoices by Job Report

Hi krisl,

The open invoices report (on the customer reports menu) gives open invoices by jobs. To see just one job, filter the report by that job.

Richard
 

Thank you Richard

I was not very clear in my original question.  I am trying to develop a report that shows open "vendor" invoices, by job......not open invoices by customer.  Can this be done?

Hi krisl,

Try the custom transaction detail report.

Select vendor from the total by menu on the display tab (or filter by vendor).

Filter by transaction type = bill; detail level = summary only; and paid status = open.

Richard
 

Thank you again for your knowledgeable answer.  I have done what you suggested, but the report is still not telling me the "Customer/Job" the invoice(s)  was posted to.  I really don't want to bring using "classes" into the scenario, because right now my classes are for Labor, Material, Equipment, Subcontractor and Other.  I don't need that detail right now, but will probably want it going forward with this new business.

Hi krisl,

To see the customer associated with the bill, it looks like you will have to use detail level = all. Then, the customer should appear in the name column on at least one of the detail lines of the bill.

Richard
 

I keep putting this project on the "back burner".  Not quite there yet.

When I enter a vendor's invoice I enter, date, inv # amt, etc.  Then I go to the "items" tab to enter the Item (Construction Costs), Description, Qty, Cost, Amount, Customer:Job , and Class.

It seems to me, being that Customer:Job is an input Field, that I should easily be able to see the open Vendor Invoices (sorted by vendor) under each Customer:Job.  

i.e.   Customer:job = Remodel 52nd St:

                                      Depot Works Inv 302   $325.00

                                       Depot Works Inv 516   $595.00

                                       Dixie supply  Inv 3         $57.00

                                        Bates Remodel:

                                         All Hardware Inv.1004      $768.00

                                         Depot Works   Inv. 414    $349.00

Etc.

Etc.

I really DO appreciate your help and really do need to figure out if this is going to work in Quickbooks Pro 2008.  Now that the business is set up, I need this info.

Thanks again, for bearing with me.