@Luis - there is a Billing and Revenue summary report available, see if this is what you need
l
Luis
03/08/2021, 8:36 PM
Unfortunately, no. We can't drill down to the related JE/s.
k
Karina
03/08/2021, 8:42 PM
Why should you?? Unless your source document is a JE you do not need to get into JEs - well, at least at the summary level
Karina
03/08/2021, 8:43 PM
it takes your source doc and shows you what your billings and what your rev is, even more - billed,, planned, recognized, deferred. If you do not need all columns, modify.
l
Luis
03/08/2021, 9:08 PM
We need to see the associated rev rec JEs of the invoices for audit, internal purposes, etc.
k
Karina
03/09/2021, 12:47 AM
oh you mean you do need to see - JEs - you can add a column with Type (of transaction)
j
Jared McKenzie
03/13/2021, 1:52 AM
What if we don't use billable expenses and we use PBA (percentage based accounting)?
Where we recognize revenue based on project milestones? What report would we use to see what amount of revenue is remaining from projects that are at X or Y milestone?