In this article, you will learn
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Using the job summary reports
The Job Summary report shows a list of all the jobs for a structure view of payments breakdown, for your customers and contractors, and for specific time interval. This summary gives you a quick view to see the status of funds received or paid, or allocated or scheduled, for each job in the list.
Click on Reports in the navigation. In the expanded view, click on Job Summary.
The Job Summary page shows you the summary of jobs.
The job summary view is different for each payment type—Paid to Denim, or Paid by Denim.
For each payment type, select the range of dates for which you want to see the summary. For example, see the Start Date, as below.
Note: The date filters are applied based on the Job Added date.
Click on the Reset icon to reset the dates to the default view.
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Paid by Denim
In Payment Type, select Paid by Denim.
The job summary shows each job for the payments paid by Denim. You can see the following details.
- Job Number: The unique job number.
- Added Date: The date when the job was added and saved first time in this account.
- Debtor Name: The customer (also known as debtor) name.
- Client Advance: Your advance amount, as calculated at job submission.
- Client Adv Paid: Your advance amount that has been paid.
- Client Adv Paid Date: Date your payment was sent. Blank indicates payment not yet sent.
- Contractor Advance: Contractor (carrier) advance amount, as calculated at job submission.
- Contractor Advance Paid: Contractor advance amount that has been paid.
- Contractor Advance Paid Date: Date the contractor's payment was sent. Blank indicates payment not yet sent.
- Rebate: Your estimated advance amount, as calculated at job submission. This amount may change based on the customer's payment date, if you are on DSO pricing.
- Rebate Paid: Rebated amount credited to your Denim Cash.
- Rebate Paid Date: Date that the rebate was credited to your Denim Cash. Blank indicates payment not yet been credited.
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Paid to Denim
In Payment Type, select Paid to Denim.
The job summary shows each job for the payments paid to Denim. You can see the following details.
- Job Number: The unique job number.
- Added Date: The date when the job was added and saved first time in this account.
- Company Name: The customer (also known as debtor) name.
- Amount: Invoice amount on the job.
- Paid: Amount paid by customer.
- Due Date: Invoice due date, defaulted to the customer's net terms date.
- Paid Date: Date payment was received from customer. Blank indicates payment not received.
- Denim Fee: Denim's factoring plus processing fees on the job.
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Export job summary report to PDF of CSV
Click on the Export button. There are two options to export the job summary.
- Export to PDF: Select this option to export the job summary to a PDF document.
- Export to CSV: Select this option to export the job summary to a CSV file.
