Total Billings

Question

Does anyone know the Formula that Timberline uses for its Total Billings and Total Billings YTD field?

Casey K · Accepted Answer

Are you asking what determines the values in that field? 
 You can right-click and select What's this? on those fields to get a full description of every field in that window.This can be done almost anywhere in the software. 
 Total Billings: Displays the amount of invoices billed to this customer for the life of the customer. This amount includes miscellaneous and additional billing amounts, such as sales tax and deductions. 
 YTD Billings: Displays the amount of invoices billed to this customer year-to-date. This amount includes miscellaneous and additional billing amounts, such as sales tax and deductions.

Casey K · Answer

It will depend on the report that you are using. Which report are you referring too? 
 If it is a transaction based report, it will most likely sum up the different transaction types like work billed, work/retainage and retainage billed and may also take into consideration certain adjustment types. 
 If it is a YTD field, that typically would suggest that the total is coming off of a master file. It would pull the total from the setup. It could be from the customer, contract, job, cost code. 
 If you open the report in Report Designer, then highlight the field, you can select Tools>Formulas and it will give you the formula. 
 If the report is Crystal and you open it in Crystal reports, you can use the field explorer to expand the formulas section. You can then right-click and select Edit to review the formula itself. 
 
 Casey Knapp 
 Senior Customer Support Analyst, Sage Construction and Real Estate 
 Sage North America

Sage Construction & Real Estate

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