Finance Help Uncategorized

Report: Earning Report

In ServiceWorks, you have the ability to generate a report based on how much revenue was earned during a specified time frame.

When the report is generated, you can view the following:

  • Accnt (Account) – This will display the Chart of Account name assigned to items used in POS, Job/Estimation Tickets, or Payments. (Note: If a chart of accounts has not been assigned to your items, the account name will appear as Unmapped)
  • Paid Amount – This will show the total sum of all payments received for the defined time range
  • Amount – The total sum of amounts that have been earned (due) during the date range
  • Tax Amount – Total sum of all taxes earned during defined date range

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