Job costing report differences between Job overview report and Job Invoiced values

The difference between the invoiced report and the Job overview report and the tick for show invoiced month.

It is because JOB6232 has backdated invoice on the 31 August 2022, but Job was started on the 01 September 2022.

This is creating a conflict between the values between the reports.

Explanation

Date from and Date to is based on job started date.

In the above criteria, we are looking for all jobs from 2000 to end of August 2022 that are started within that period.

This is first criteria that brings jobs to the report

Then it looks at the Show invoiced month tick which will look at the Date to.

This takes the jobs filtered and adds the invoiced values of invoices done in that month.

 

Because the job started on 01 September 2022 it is not included in the report.

The report 26. For Invoiced Job values for the month of August.

This ignores the dates the jobs are started or type of status.

It looks at jobs invoiced in that month and shows the jobs for that month.

This why the job appears on this report and not the other

 

The new tick on the report

This tick runs the same logic as report 26. Invoiced Job values

It ignores the start date of the jobs and looks at jobs that are invoiced in the Date to Month.

This is why there is a difference in the value, because now it picks up the job that was back dated with an invoice on 31 August 2022.

If the invoice was not back dated to before the job start date, there would not have been a difference in the reports.

 

To eliminate the problem of a job start date, you can force a back dated start date.

You can only do this if the job is in a non-started status.

As soon as something is managed on a job, it will take the current date as the job started date.

Once this occurs you cannot change the started date.