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Report on PBT and Charge difference

edited Jul 3, 2024 12:29PM in SuiteProjects Pro Discussions

<p>To report on the difference between the project billing transactions generated for a project (not editable) and the asociated charges (editable), we recommend running a summary report using the value "Projects - Project billing amount difference". To create this report:</p><p>1. Go to Reports > Summary > Account-wide > Clients.<br/>2. Configure period, number of periods, start/end dates.<br/>3. For the value to report on, select "Projects - Project billing amount difference". This will show any difference between charge amounts and amounts generated under the project billing rules. You can include other values, such as "Projects - Project billing" and "Invoices - All",

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