Estimate versus Actual

Estimate versus Actual allows you to print a report that compares the estimated revenues against your actual revenues.  The report lists each estimate line item and estimated revenue as well as each customer invoice line item and actual revenue.

You may select a specific or masked Estimate No., Customer ID, Job ID or Item ID as of a user specified date.  For example, a single customer can be displayed by entering a single Customer ID.  Wildcard characters can be used to select more than one customer.  An asterisk "*" matches the rest of the string.  Entering "OH*" will cause all customers beginning with "OH" to be displayed.  A question mark "?" replaces a single character.  Entering "O??O*" will cause every customer whose first character is an "O" and whose fourth character is an "O" to be listed.

Drilldown, or the ability to take a closer look at the original documents that generated the transactions is available.

See also Report Selection screen and Sample Report.