Need a new or enhanced reporting capability that provides over/under billing visibility at both the Job and Phase level. In my current setup, the Job represents the customer, while Phases represent individual jobs/projects. Due to this structure, existing Sage 100 Contractor reports—including report 6‑1‑7‑21 (Over/Under Billing Report)—do not provide sufficient detail, as they do not break down billing and cost data at the phase level within each job.

The requested enhancement would allow users to generate a report that displays total cost versus billed‑to‑date amounts grouped hierarchically by Job and Phase, enabling more accurate financial tracking for organizations using similar job/phase configurations.

by: Edwin B. | about a day ago | Project Management