Reports - Project Accounting - Journal Summary

Overview

This report provides a summary of all billing or revenue transactions posted to Unanet Journals to a given journal account on a given day resulting from a Post or Invoice Completion process.  Optionally, this report can be used to generate project, project organization, or owning organization summaries.

Roles

This report is available to users having any of the following roles:  Administrator, P&R Administrator, Billing Manager, Billing Viewer (and their alternates).

License

This report is available with the Project Tracking and Project Portfolio family of licenses.

 

Topics covered on this help page include:

 

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Selection Criteria

Field Descriptions (click on a link below for additional information)

 



Example Report Output

See Journal Details report for column descriptions.

 

The Revenue line on this summary report should equate to the [Revenue] tag value if defined on a Cost Report Definition.

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