How to Run a Job Accountants Lookup Report
Modified on: Thu, Apr 21 2022 4:35 PMHow to Run a Job Accountants Lookup Report
How to Run a Job Accountants Lookup Report
Document Overview
- View Project Accountant assignments by job, company and department
- View project information, including jobsite address, job status and department
NOTE: The report does NOT provide AP Workflow information.
Sample Report Below.
Imaging
Job Accountants Report (a new window will appear)
All drop-down fields will auto-populate (Department(s), Account Name(s), Project(s), Job Status Code); filter if desired or leave as is
In the search field box, enter the desired search information, examples include:
Project number
Project name
Project address
Project Accountant name
In this example, a search by the project number was performed.
Click Find
To Download the Full Report:
Click the save icon and choose the desired report format (Excel will be used in this example)
Open and save the report