How do I summarize invoice details by transaction type?

Project Accounting can summarize details on the invoice transactions by individual transaction types. In addition to summarizing individual types, the following similar types may be combined into one total.

• Equipment and equipment overhead

• Labor, labor benefits, and labor overhead

• Materials and materials overhead

The routine will create invoice transactions summarized according to the selected options. To summarize by individual transaction types, select the checkbox titled Summarize by Transaction Type.  

Summarizing details by equipment and equipment overheads

1. Open Connect Project Accounting > Jobs > Create Batch Invoices.

2. Set up the date range and default category.

3. Click to select the checkbox titled Summarize Details by Transaction Type.

4. Click to select the checkbox titled Combine Equipment and Equipment Overhead.

5. Click GO (CTRL+G).

The routine creates invoice transactions and summarizes invoice details by equipment and equipment overhead.

Summarizing details by labor, labor benefits, and labor overheads

1. Open Connect Project Accounting > Jobs > Create Batch Invoices.

2. Set up the date range and default category.

3. Click to select the checkbox titled Summarize Details by Transaction Type.

4. Click to select the checkbox titled Combine Labor, Labor Benefits, and Labor Overheads.

5. Click GO (CTRL+G).

The routine creates invoice transactions and summarizes invoice details by labor, labor benefits, and labor overheads.

Summarizing details by materials and materials overhead

1. Open Connect Project Accounting > Jobs > Create Batch Invoices.

2. Set up the date range and default category.

3. Click to select the checkbox titled Summarize Details by Transaction Type.

4. Click to select the checkbox titled Combine Materials and Materials Overhead.

5. Click GO (CTRL+G).

The routine creates invoice transactions and summarizes materials and materials overhead.