Report builder data fields reference (Standard and Premium)

This article lists the data tables and data fields available for creating custom reports. Any differences between Standard and Premium are highlighted in the text.

Some data table and data field names are not sorted in strict alphabetical order in the following tables. This means that some table/field names may appear to be missing when they are simply not in the expected sequence.

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Data fields reference

• Client and contact report

  [Table] Field	Description
  [Client] Address	The street address from the client's physical address. This is the main street line from the default physical address.
  [Client] Balance Date	The month of the client's financial year end or balance date. Shown as the month name (e.g., "March", "December").
  [Client] Billing Details	Shows which client entity is used for billing purposes. If a separate billing entity is set up, it will display that name; otherwise, it shows the client's own name.
  [Client] Business Number	The client's business registration number (ABN, WPN, or equivalent depending on your region).
  [Client] Business Structure	The legal structure of the client's business (e.g., "Company", "Partnership", "Sole Trader", "Trust").
  [Client] Client	The name of the client.
  [Client] Client Manager	The staff member assigned as the client manager for this client. Shows their full name (first name and last name). If no manager is assigned, this field will be empty.
  [Client] Company Number	The client's company registration number (ACN or equivalent). This applies to incorporated entities.
  [Client] Country	The country from the client's physical address.
  [Client] Email	The email address for the client.
  [Client] Export Code	A custom code used for exporting client data to external systems (e.g., accounting software).
  [Client] Fax	The fax number for the client, if recorded.
  [Client] Group(s)	All client groups this client belongs to, shown as a comma-separated list. Client groups help you categorise and segment your client base.
  [Client] Job Manager	The staff member designated to manage jobs for this client. Shows their full name. This is different from the Client Manager.
  [Client] Phone	The phone number for the client.
  [Client] Post Code	The postal code from the client's physical address.
  [Client] Postal Address	The street address from the client's postal address. This may differ from the physical address if the client receives mail at a different location.
  [Client] Postal Country	The country from the client's postal address.
  [Client] Postal Post Code	The postal code from the client's postal address.
  [Client] Postal State/Region	The state or region from the client's physical address.
  [Client] Postal Town/City	The city from the client's postal address.
  [Client] Referral Source	How this client was referred to your business or where they came from.
  [Client] State/Region	The state or region from the client's physical address.
  [Client] Status	Indicates whether this record is a "Lead", "Client", or "Archived".
  [Client] Town/City	The town or city from the client's physical address.
  [Client] Type	The client type category assigned to this client (e.g., "Corporate", "Individual", "Government"). These types are customizable in your organisation settings.
  [Client] Web Site	The client's website URL.
  [Client] Zero Rated Tax	Indicates whether this client is set up for zero-rated tax (Yes/No). This is relevant for certain tax jurisdictions where goods or services are taxed at 0%.
  [Contact] Addressee	The addressee field for the contact person.
  [Contact] Contact	The contact person at the client organisation.
  [Contact] Email	The email address of the contact person.
  [Contact] Mobile	The mobile phone number of the contact person.
  [Contact] Phone	The phone number of the contact person.
  [Contact] Position	The job title or position of the contact person at the client organisation.
  [Contact] Salutation	The salutation or placeholder for a greeting. (e.g., "Mr., Ms., or Dear".

• Client group report (Premium only)

  Client groups are available only with Premium.

  [Table] Field	Description
  [Client] Address	The street address from the client's physical address. This is the main street line from the default physical address on file.
  [Client] Balance Date	The month of the client's balance date (e.g., "March", "June"). This field is often used for financial reporting or tracking when client balances are calculated.
  [Client] Billing Details	The name of the client used for billing purposes. If a separate billing client is specified, this shows that client's name; otherwise, it shows the main client name.
  [Client] Business Number	The client's business registration number (ABN, WPN, or equivalent depending on your region).
  [Client] Business Structure	The legal structure of the client's business (e.g., "Company", "Partnership", "Sole Trader", "Trust").
  [Client] Client	The name of the client.
  [Client] Client Manager	The staff member assigned as the client manager for this client. Shows their full name (first name and last name). If no manager is assigned, this field will be empty.
  [Client] Company Number	The client's company registration number (ACN or equivalent). This applies to incorporated entities.
  [Client] Country	The country from the client's physical address.
  [Client] Email	The email address for the client.
  [Client] Export Code	A custom code used for exporting client data to external systems (e.g., accounting software).
  [Client] Fax	The fax number for the client, if recorded.
  [Client] Group(s)	All client groups this client belongs to, shown as a comma-separated list. Client groups help you categorise and segment your client base.
  [Client] Job Manager	The staff member designated to manage jobs for this client. Shows their full name. This is different from the Client Manager.
  [Client] Phone	The phone number for the client.
  [Client] Post Code	The postal code from the client's physical address.
  [Client] Postal Address	The street address from the client's postal address. This may differ from the physical address if the client receives mail at a different location.
  [Client] Postal Country	The country from the client's postal address.
  [Client] Postal Post Code	The postal code from the client's postal address.
  [Client] Postal State/Region	The state or region from the client's physical address.
  [Client] Postal Town/City	The city from the client's postal address.
  [Client] Referral Source	How this client was referred to your business or where they came from.
  [Client] State/Region	The state or region from the client's physical address.
  [Client] Status	Indicates whether this record is a "Lead", "Client", or "Archived".
  [Client] Town/City	The town or city from the client's physical address.
  [Client] Type	The client type category assigned to this client (e.g., "Corporate", "Individual", "Government"). These types are customizable in your organisation settings.
  [Client] Web Site	The client's website URL.
  [Client] Zero Rated Tax	Indicates whether this client is set up for zero-rated tax (Yes/No). This is relevant for certain tax jurisdictions where goods or services are taxed at 0%.
  [Group] Name	The name of the client group. When you select this field, each row will show the group the client belongs to. This is particularly useful for filtering and organising your report by group.

• Client note report

  [Table] Field	Description
  [Client] Address	The street address from the client's physical address. This is the main street line from the default physical address.
  [Client] Balance Date	The month of the client's balance date (e.g., "March", "June"). This field is often used for financial reporting or tracking when client balances are calculated.
  [Client] Billing Details	The name of the client used for billing purposes. If a separate billing client is specified, this shows that client's name; otherwise, it shows the main client name.
  [Client] Business Number	The client's business registration number (ABN, WPN, or equivalent depending on your region).
  [Client] Business Structure	The legal structure of the client's business (e.g., "Company", "Partnership", "Sole Trader", "Trust").
  [Client] Client	The name of the client.
  [Client] Client Manager	The staff member assigned as the client manager for this client. Shows their full name (first name and last name). If no manager is assigned, this field will be empty.
  [Client] Company Number	The client's company registration number (ACN or equivalent). This applies to incorporated entities.
  [Client] Country	The country from the client's physical address.
  [Client] Email	The email address for the client.
  [Client] Export Code	A custom code used for exporting client data to external systems (e.g., accounting software).
  [Client] Fax	The fax number for the client, if recorded.
  [Client] Group(s)	All client groups this client belongs to, shown as a comma-separated list. Client groups help you categorise and segment your client base.
  [Client] Job Manager	The staff member designated to manage jobs for this client. Shows their full name. This is different from the Client Manager.
  [Client] Phone	The phone number for the client.
  [Client] Post Code	The postal code from the client's physical address.
  [Client] Postal Address	The street address from the client's postal address. This may differ from the physical address if the client receives mail at a different location.
  [Client] Postal Country	The country from the client's postal address.
  [Client] Postal Post Code	The postal code from the client's postal address.
  [Client] Postal State/Region	The state or region from the client's physical address.
  [Client] Postal Town/City	The city from the client's postal address.
  [Client] Referral Source	How this client was referred to your business or where they came from.
  [Client] State/Region	The state or region from the client's physical address.
  [Client] Status	Indicates whether this record is a "Lead", "Client", or "Archived".
  [Client] Town/City	The town or city from the client's physical address.
  [Client] Type	The client type category assigned to this client (e.g., "Corporate", "Individual", "Government"). These types are customizable in your organisation settings.
  [Client] Web Site	The client's website URL.
  [Client] Zero Rated Tax	Indicates whether this client is set up for zero-rated tax (Yes/No). This is relevant for certain tax jurisdictions where goods or services are taxed at 0%.
  [Note] Added By	The name of the person who created the note.
  [Note] Date	The date when the note was created, formatted as "DD Mon YYYY" (e.g., "15 Jan 2025"). Shown in your organisation's timezone.
  [Note] Phase	The phase or category assigned to the note. Shows the folder/phase name where the note is organized. If no phase is assigned, displays "Unassigned".
  [Note] Text	The full text content of the note.
  [Note] Title	The title or subject line of the note.

• Client relationships report (Premium only)

  Client relationships are available only with Premium.

  [Table] Field	Description
  [Client Relationship] Current?	Indicates whether this relationship is currently active. Shows "Yes" if the relationship's end date is today or in the future, "No" if the end date has passed.
  [Client Relationship] End Date	The date when this client relationship ends or ended. Useful for tracking time-limited relationships or historical ownership changes.
  [Client Relationship] Percentage	The percentage value associated with this relationship. Often used to represent ownership percentage (e.g., "25.5" for a 25.5% shareholding).
  [Client Relationship] Related Client	The name of the related client in this relationship. This is the other party in the client relationship.
  [Client Relationship] Relationship Type	The type of relationship between the two clients (e.g., "Shareholder", "Director", "Trustee", "Beneficiary", "Partner"). Describes the nature of the connection.
  [Client Relationship] Shares	The number of shares held in this relationship. Used when tracking shareholding structures.
  [Client Relationship] Start Date	The date when this client relationship began. Useful for tracking when ownership or relationships commenced.
  [Client] Address	The street address from the client's physical address. This is the main street line from the default physical address.
  [Client] Balance Date	The month of the client's balance date (e.g., "March", "June"). This field is often used for financial reporting or tracking when client balances are calculated.
  [Client] Billing Details	The name of the client used for billing purposes. If a separate billing client is specified, this shows that client's name; otherwise, it shows the main client name.
  [Client] Business Number	The client's business registration number (ABN, WPN, or equivalent depending on your region).
  [Client] Business Structure	The legal structure of the client's business (e.g., "Company", "Partnership", "Sole Trader", "Trust").
  [Client] Client	The name of the client.
  [Client] Client Manager	The staff member assigned as the client manager for this client. Shows their full name (first name and last name). If no manager is assigned, this field will be empty.
  [Client] Company Number	The client's company registration number (ACN or equivalent). This applies to incorporated entities.
  [Client] Country	The country from the client's physical address.
  [Client] Email	The email address for the client.
  [Client] Export Code	A custom code used for exporting client data to external systems (e.g., accounting software).
  [Client] Fax	The fax number for the client, if recorded.
  [Client] Group(s)	All client groups this client belongs to, shown as a comma-separated list. Client groups help you categorise and segment your client base.
  [Client] Job Manager	The staff member designated to manage jobs for this client. Shows their full name. This is different from the Client Manager.
  [Client] Phone	The phone number for the client.
  [Client] Post Code	The postal code from the client's physical address.
  [Client] Postal Address	The street address from the client's postal address. This may differ from the physical address if the client receives mail at a different location.
  [Client] Postal Country	The country from the client's postal address.
  [Client] Postal Post Code	The postal code from the client's postal address.
  [Client] Postal State/Region	The state or region from the client's physical address.
  [Client] Postal Town/City	The city from the client's postal address.
  [Client] Referral Source	How this client was referred to your business or where they came from.
  [Client] State/Region	The state or region from the client's physical address.
  [Client] Status	Indicates whether this record is a "Lead", "Client", or "Archived".
  [Client] Town/City	The town or city from the client's physical address.
  [Client] Type	The client type category assigned to this client (e.g., "Corporate", "Individual", "Government"). These types are customizable in your organisation settings.
  [Client] Web Site	The client's website URL.
  [Client] Zero Rated Tax	Indicates whether this client is set up for zero-rated tax (Yes/No). This is relevant for certain tax jurisdictions where goods or services are taxed at 0%.

• Current job report

  [Table] Field	Description
  [Client] Client Manager	The staff member assigned as the client manager for this client. Shows their full name (first name and last name). If no manager is assigned, this field will be empty.
  [Client] Address	The street address from the client's physical address. This is the main street line from the default physical address.
  [Client] Balance Date	The month of the client's balance date (e.g., "March", "June"). This field is often used for financial reporting or tracking when client balances are calculated.
  [Client] Billing Details	The name of the client used for billing purposes. If a separate billing client is specified, this shows that client's name; otherwise, it shows the main client name.
  [Client] Business Number	The client's business registration number (ABN, WPN, or equivalent depending on your region).
  [Client] Business Structure	The legal structure of the client's business (e.g., "Company", "Partnership", "Sole Trader", "Trust").
  [Client] Client	The name of the client.
  [Client] Company Number	The client's company registration number (ACN or equivalent). This applies to incorporated entities.
  [Client] Country	The country from the client's physical address.
  [Client] Email	The email address for the client.
  [Client] Export Code	A custom code used for exporting client data to external systems (e.g., accounting software).
  [Client] Fax	The fax number for the client, if recorded.
  [Client] Group(s)	All client groups this client belongs to, shown as a comma-separated list. Client groups help you categorise and segment your client base.
  [Client] Job Manager	The staff member designated to manage jobs for this client. Shows their full name. This is different from the Client Manager.
  [Client] Phone	The phone number for the client.
  [Client] Post Code	The postal code from the client's physical address.
  [Client] Postal Address	The street address from the client's postal address. This may differ from the physical address if the client receives mail at a different location.
  [Client] Postal Country	The country from the client's postal address.
  [Client] Postal Post Code	The postal code from the client's postal address.
  [Client] Postal State/Region	The state or region from the client's physical address.
  [Client] Postal Town/City	The city from the client's postal address.
  [Client] Referral Source	How this client was referred to your business or where they came from.
  [Client] State/Region	The state or region from the client's physical address.
  [Client] Status	Indicates whether this record is a "Lead", "Client", or "Archived".
  [Client] Town/City	The town or city from the client's physical address.
  [Client] Type	The client type category assigned to this client (e.g., "Corporate", "Individual", "Government"). These types are customizable in your organisation settings.
  [Client] Web Site	The client's website URL.
  [Client] Zero Rated Tax	Indicates whether this client is set up for zero-rated tax (Yes/No). This is relevant for certain tax jurisdictions where goods or services are taxed at 0%.
  [Contact] Contact	The contact person at the client organisation.
  [Contact] Email	The email address of the contact person.
  [Contact] Mobile	The mobile phone number of the contact person.
  [Contact] Phone	The phone number of the contact person.
  [Contact] Position	The job title or position of the contact person at the client organisation.
  [Category] Category	The name of the job category assigned to the job. Job categories help organise and classify different types of work (e.g., "Consulting", "Development", "Support").
  [Job] Status	The current status of the job. Displays the name of the job status (e.g., "In Progress", "Awaiting Approval").
  [Job] % Complete	The percentage of estimated time that has been used on the job. Calculated as (Actual Time ÷ Estimated Time) × 100. Displayed as a whole number (e.g., "75" for 75%). Shows 0 if no estimated time is set.
  [Job] Actual Time	The total amount of time logged on the job across all timesheets and staff members. Format depends on your organisation's report time format setting: either decimal hours (e.g., "12.50") or time format (e.g., "12:30").
  [Job] Actual Time this Month	The total amount of time logged on the job during the current calendar month. Format depends on your organization's report time format setting: either decimal hours or time format. Shows 0.00 if no time has been logged this month.
  [Job] Billable	The total billable amount for the job, including both billable time and billable costs. Calculated as Billable (Time) + Billable (Costs). Displayed with 2 decimal places.
  [Job] Billable (Costs)	The total billable value of all actual, billable costs added to the job, excluding deposits. Displayed with 2 decimal places.
  [Job] Billable (Time)	The total billable value of all time logged on the job, calculated using the appropriate billable rates (custom rates, client rates, task rates, or staff rates). Displayed with 2 decimal places.
  [Job] Budget	The budget amount set for the job. This is the total financial budget, not time-based. Displayed as a decimal number with 2 decimal places. Shows 0.00 if no budget is set.
  [Job] Client Order No.	The client's order number for this job.
  [Job] Completed Date	The date when the job was completed. This is set when the job status is changed to a completed state. Shows when the job was finished.
  [Job] Cost	The total current cost value of expenses on the job.
  [Job] Date Created	The date when the job was first created in the system. This shows when the job record was originally set up.
  [Job] Date Last Invoiced	The date of the most recent invoice created for this job. Shows when the job was last billed to the client. Empty if the job has never been invoiced.
  [Job] Date Last Payment	The date of the most recent payment received against invoices for this job. Shows when the client last paid for work on this job. Empty if no payments have been received.
  [Job] Date Time Last Entered	The date when time was last entered on this job. Shows the most recent timesheet entry date, helping identify which jobs have recent activity.
  [Job] Description	The text of the description field on the job. Provides additional details or context about the work to be performed.
  [Job] Draft Invoice	The total amount in draft invoices for this job, excluding tax. Shows unbilled work that has been added to draft invoices but not yet finalised.
  [Job] Due Date	The date by which the job is expected to be completed. This is the job's deadline or target completion date.
  [Job] Estimated Billings	The estimated billing amount for the job. This is a reference value for tracking expected revenue from the job.
  [Job] Estimated Time	The total estimated time budgeted for the job. This is the sum of all estimated time from job tasks. Displayed in your organisation's preferred time format (decimal hours or time format).
  [Job] Has Tasks?	Indicates whether the job has any tasks set up. Shows "Yes" if one or more tasks exist on the job, otherwise "No".
  [Job] Invoiced	The total amount that has been invoiced for this job, excluding tax. This includes both tasks and costs that have been billed.
  [Job] Job No.	The unique job number assigned to the job.
  [Job] Job Summary	A combined display of the job number and name. Displays as "JobNumber - JobName" for easy identification in reports.
  [Job] Job Manager	The user who is managing this job. Displays the full name (first name and last name) of the job manager assigned to this job.
  [Job] Milestones	A comma-separated list of all milestone names on this job, showing all milestones regardless of completion status.
  [Job] Milestones (Completed)	A comma-separated list of milestone names that have been marked as completed on this job.
  [Job] Milestones (Uncompleted)	A comma-separated list of milestone names that have not yet been completed on this job.
  [Job] Name	The name of the job or the job title.
  [Job] Priority	The priority level assigned to the job. Shows "Low", "Normal", "High", or "Immediate" based on the job's priority setting.
  [Job] Quoted	The total quoted amount for the job, excluding tax. This is the sum of all quoted amounts from quotes associated with this job.
  [Job] Remaining Time	The estimated time remaining on the job. Calculated as estimated time minus actual time logged. A positive value shows time still available in the budget; a negative value indicates the job has exceeded its time estimate. Displayed in your organisation's preferred time format.
  [Job] Staff	A comma-separated list of staff members (organisation users) who are assigned to this job. Shows all staff allocated to work on the job. If no staff are assigned, displays "No Staff assigned".
  [Job] Start Date	The planned or actual start date for the job. This is when the job is scheduled to begin or when work started.
  [Job] Client Manager	The staff member assigned as the client manager for the job. Shows their full name (first name and last name). If no manager is assigned, this field will be empty.

• Custom client rates

  [Table] Field	Description
  [Client] Client Manager	The staff member assigned as the client manager for this client. Shows their full name (first name and last name). If no manager is assigned, this field will be empty.
  [Client] Address	The street address from the client's physical address. This is the main street line from the default physical address.
  [Client] Balance Date	The month of the client's balance date (e.g., "March", "June"). This field is often used for financial reporting or tracking when client balances are calculated.
  [Client] Billing Details	The name of the client used for billing purposes. If a separate billing client is specified, this shows that client's name; otherwise, it shows the main client name.
  [Client] Business Number	The client's business registration number (ABN, WPN, or equivalent depending on your region).
  [Client] Business Structure	The legal structure of the client's business (e.g., "Company", "Partnership", "Sole Trader", "Trust").
  [Client] Client	The name of the client.
  [Client] Company Number	The client's company registration number (ACN or equivalent). This applies to incorporated entities.
  [Client] Country	The country from the client's physical address.
  [Client] Email	The email address for the client.
  [Client] Export Code	A custom code used for exporting client data to external systems (e.g., accounting software).
  [Client] Fax	The fax number for the client, if recorded.
  [Client] Group(s)	All client groups this client belongs to, shown as a comma-separated list. Client groups help you categorise and segment your client base.
  [Client] Job Manager	The staff member designated to manage jobs for this client. Shows their full name. This is different from the Client Manager.
  [Client] Phone	The phone number for the client.
  [Client] Post Code	The postal code from the client's physical address.
  [Client] Postal Address	The street address from the client's postal address. This may differ from the physical address if the client receives mail at a different location.
  [Client] Postal Country	The country from the client's postal address.
  [Client] Postal Post Code	The postal code from the client's postal address.
  [Client] Postal State/Region	The state or region from the client's physical address.
  [Client] Postal Town/City	The city from the client's postal address.
  [Client] Referral Source	How this client was referred to your business or where they came from.
  [Client] State/Region	The state or region from the client's physical address.
  [Client] Status	Indicates whether this record is a "Lead", "Client", or "Archived".
  [Client] Town/City	The town or city from the client's physical address.
  [Client] Type	The client type category assigned to this client (e.g., "Corporate", "Individual", "Government"). These types are customizable in your organisation settings.
  [Client] Web Site	The client's website URL.
  [Client] Zero Rated Tax	Indicates whether this client is set up for zero-rated tax (Yes/No). This is relevant for certain tax jurisdictions where goods or services are taxed at 0%.
  [Client Rate] Client Rate	Custom client rate set up for the client
  [Client Rate] Task	Includes standard Task name setup in Task Settings and also "Default Task Rate" which used to set a single custom client rate for all tasks
  [Client Rate] Task Rate	Standard Task Rate from Task Settings

• Invoice report

  [Table] Field	Description
  [Client] Client Manager	The staff member assigned as the client manager for this client. Shows their full name (first name and last name). If no manager is assigned, this field will be empty.
  [Client] Address	The street address from the client's physical address. This is the main street line from the default physical address.
  [Client] Business Number	The client's business registration number (ABN, WPN, or equivalent depending on your region).
  [Client] Business Structure	The legal structure of the client's business (e.g., "Company", "Partnership", "Sole Trader", "Trust").
  [Client] Client	The name of the client.
  [Client] Country	The country from the client's physical address.
  [Client] Email	The email address for the client.
  [Client] Export Code	A custom code used for exporting client data to external systems (e.g., accounting software).
  [Client] Fax	The fax number for the client, if recorded.
  [Client] Group(s)	All client groups this client belongs to, shown as a comma-separated list. Client groups help you categorise and segment your client base.
  [Client] Job Manager	The staff member designated to manage jobs for this client. Shows their full name. This is different from the Client Manager.
  [Client] Phone	The phone number for the client.
  [Client] Post Code	The postal code from the client's physical address.
  [Client] Postal Address	The street address from the client's postal address. This may differ from the physical address if the client receives mail at a different location.
  [Client] Postal Country	The country from the client's postal address.
  [Client] Postal Post Code	The postal code from the client's postal address.
  [Client] Postal State/Region	The state or region from the client's physical address.
  [Client] Postal Town/City	The city from the client's postal address.
  [Client] Referral Source	How this client was referred to your business or where they came from.
  [Client] State/Region	The state or region from the client's physical address.
  [Client] Status	Indicates whether this record is a "Lead", "Client", or "Archived".
  [Client] Town/City	The town or city from the client's physical address.
  [Client] Type	The client type category assigned to this client (e.g., "Corporate", "Individual", "Government"). These types are customizable in your organisation settings.
  [Client] Zero Rated Tax	Indicates whether this client is set up for zero-rated tax (Yes/No). This is relevant for certain tax jurisdictions where goods or services are taxed at 0%.
  [Invoice] Aged Days	Shows the aging category for the invoice based on the due date. Values include: "Paid" (invoice has been paid), "Current" (not yet due), "30" (1-30 days overdue), "60" (31-60 days overdue), "90" (61-90 days overdue), or "90+" (more than 90 days overdue). This helps identify which invoices need follow-up.
  [Invoice] Amount	The total invoice amount excluding tax. Displayed as a formatted number with 2 decimal places (e.g., "1,250.00"). This is the approved amount for the invoice.
  [Invoice] Amount (Totalled)	The sum of invoice amounts excluding tax, aggregated across invoices. Used for creating totals in reports when grouping by other fields.
  [Invoice] Amount (incl tax)	The total invoice amount including tax. Calculated as the approved amount plus the approved tax amount. This is the full amount the client will be charged.
  [Invoice] Amount Outstanding (incl tax)	The remaining balance to be paid on the invoice including tax. Calculated as the total amount (including tax) minus any payments received. This shows what the client still owes.
  [Invoice] Amount Paid	The total amount paid towards this invoice so far. Represents the sum of all payments received against this invoice.
  [Invoice] Billing Type	The Billing type for this invoice. Either Actual, Quoted, or Miscellaneous.
  [Invoice] Client	The client name for this invoice.
  [Invoice] Client Order No.	A comma-separated list of client order numbers from all jobs linked to this invoice. Helps track which client purchase orders or work requests are being billed.
  [Invoice] Contact	The contact person at the client organisation who this invoice is addressed to.
  [Invoice] Costs Invoiced	The total amount from costs (expenses) that have been included on this invoice, charged at the billable rate. This represents the revenue from expenses you've passed through to the client.
  [Invoice] Costs Invoiced (at cost)	The actual cost value of expenses included on this invoice - the amount you paid for the costs before markup. Compare this to "Costs Invoiced" to see your markup on expenses.
  [Invoice] Date	The date when the invoice was created or issued. This is the invoice date shown on the invoice document.
  [Invoice] Date Paid	The date when the invoice was fully paid. Shows the date the final payment was received that brought the outstanding balance to zero. Empty if the invoice hasn't been fully paid yet.
  [Invoice] Description	The description field on the invoice. Provides additional details or context about what's being invoiced.
  [Invoice] Due Date	The date payment of the invoice is expected.
  [Invoice] Invoice No.	The invoice number assigned to this invoice.
  [Invoice] Job Category	A comma-separated list of all job categories from jobs linked to this invoice, sorted alphabetically. Shows the type or category of work being invoiced (e.g., "Consulting", "Design", "Development").
  [Invoice] Job Name(s)	A comma-separated list of all job names linked to this invoice, sorted alphabetically. Shows which jobs are being billed on this invoice.
  [Invoice] Job Number(s)	A comma-separated list of all job numbers linked to this invoice, sorted in order. These are the unique reference numbers for the jobs being invoiced.
  [Invoice] Paid	Indicates whether the invoice has been fully paid. Shows "Yes" if a payment date exists (meaning the invoice balance has been paid in full), otherwise "No".
  [Invoice] Quote Number(s)	A comma-separated list of quote numbers from quotes associated with the jobs on this invoice, sorted in order. Shows which quotes led to the work being invoiced.
  [Invoice] Referral Source	The source through which the client was referred or acquired. Shows how the client originally came to your organization. Same as the Client Referral Source field.
  [Invoice] Sent	Indicates whether the invoice has been sent to the client. Shows "Yes" if the invoice has been emailed or marked as sent, otherwise "No".
  [Invoice] Tasks Invoiced	The total amount from tasks (time-based work) that have been included on this invoice. This shows the billable value of time logged on jobs.
  [Invoice] Type	Shows the type of invoice. Either Progress, Final, or Miscellaneous

• Invoice cancelled report

  [Table] Field	Description
  [Invoice] Amount	The total invoice amount excluding tax. Displayed as a formatted number with 2 decimal places (e.g., "1,250.00"). This is the approved amount for the invoice.
  [Invoice] Amount (Totalled)	The sum of invoice amounts excluding tax, aggregated across invoices. Used for creating totals in reports when grouping by other fields.
  [Invoice] Amount (incl tax)	The total invoice amount including tax. Calculated as the approved amount plus the approved tax amount. This is the full amount the client will be charged.
  [Invoice] Billing Type	The Billing type for this invoice. Either Actual, Quoted, or Miscellaneous.
  [Invoice] Client	The client name for this invoice.
  [Invoice] Contact	The contact person at the client organisation who this invoice is addressed to.
  [Invoice] Date	The date when the invoice was created or issued. This is the invoice date shown on the invoice document.
  [Invoice] Description	The description field on the invoice. Provides additional details or context about what's being invoiced.
  [Invoice] Invoice No.	The invoice number assigned to this invoice.
  [Invoice] Job Number(s)	A comma-separated list of all job numbers associated with this invoice, sorted alphabetically. Provides job reference numbers for tracking cancelled work.
  [Invoice] Type	Shows the type of invoice. Either Progress, Final, or Miscellaneous

• Invoice draft report

  [Table] Field	Description
  [Client] Client Manager	The staff member assigned as the client manager for this client. Shows their full name (first name and last name). If no manager is assigned, this field will be empty.
  [Client] Address	The street address from the client's physical address. This is the main street line from the default physical address.
  [Client] Business Number	The client's business registration number (ABN, WPN, or equivalent depending on your region).
  [Client] Business Structure	The legal structure of the client's business (e.g., "Company", "Partnership", "Sole Trader", "Trust").
  [Client] Client	The name of the client.
  [Client] Country	The country from the client's physical address.
  [Client] Email	The email address for the client.
  [Client] Export Code	A custom code used for exporting client data to external systems (e.g., accounting software).
  [Client] Fax	The fax number for the client, if recorded.
  [Client] Group(s)	All client groups this client belongs to, shown as a comma-separated list. Client groups help you categorise and segment your client base.
  [Client] Job Manager	The staff member designated to manage jobs for this client. Shows their full name. This is different from the Client Manager.
  [Client] Phone	The phone number for the client.
  [Client] Post Code	The postal code from the client's physical address.
  [Client] Postal Address	The street address from the client's postal address. This may differ from the physical address if the client receives mail at a different location.
  [Client] Postal Country	The country from the client's postal address.
  [Client] Postal Post Code	The postal code from the client's postal address.
  [Client] Postal State/Region	The state or region from the client's physical address.
  [Client] Postal Town/City	The city from the client's postal address.
  [Client] Referral Source	How this client was referred to your business or where they came from.
  [Client] State/Region	The state or region from the client's physical address.
  [Client] Status	Indicates whether this record is a "Lead", "Client", or "Archived".
  [Client] Town/City	The town or city from the client's physical address.
  [Client] Type	The client type category assigned to this client (e.g., "Corporate", "Individual", "Government"). These types are customizable in your organisation settings.
  [Client] Zero Rated Tax	Indicates whether this client is set up for zero-rated tax (Yes/No). This is relevant for certain tax jurisdictions where goods or services are taxed at 0%.
  [Invoice] Amount	The total invoice amount excluding tax. Displayed as a formatted number with 2 decimal places (e.g., "1,250.00"). This is the approved amount for the invoice.
  [Invoice] Amount (Totalled)	The sum of invoice amounts excluding tax, aggregated across invoices. Used for creating totals in reports when grouping by other fields.
  [Invoice] Amount (incl tax)	The total invoice amount including tax. Calculated as the approved amount plus the approved tax amount. This is the full amount the client will be charged.
  [Invoice] Billing Type	The Billing type for this invoice. Either Actual, Quoted, or Miscellaneous.
  [Invoice] Client	The client name for this invoice.
  [Invoice] Contact	The contact person at the client organisation who this invoice is addressed to.
  [Invoice] Date	The date when the invoice was created or issued. This is the invoice date shown on the invoice document.
  [Invoice] Description	The description field on the invoice. Provides additional details or context about what's being invoiced.
  [Invoice] Invoice No.	The invoice number assigned to this invoice.
  [Invoice] Job Number(s)	A comma-separated list of all job numbers associated with this invoice, sorted alphabetically. Provides job reference numbers for tracking cancelled work.
  [Invoice] Type	Shows the type of invoice. Either Progress, Final, or Miscellaneous

• Invoice cost report

  [Table] Field	Description
  [Invoice] Aged Days	Shows the aging category for the invoice based on the due date. Values include: "Paid" (invoice has been paid), "Current" (not yet due), "30" (1-30 days overdue), "60" (31-60 days overdue), "90" (61-90 days overdue), or "90+" (more than 90 days overdue). This helps identify which invoices need follow-up.
  [Invoice] Amount	The total invoice amount excluding tax. Displayed as a formatted number with 2 decimal places (e.g., "1,250.00"). This is the approved amount for the invoice.
  [Invoice] Amount (Totalled)	The sum of invoice amounts excluding tax, aggregated across invoices. Used for creating totals in reports when grouping by other fields.
  [Invoice] Amount (incl tax)	The total invoice amount including tax. Calculated as the approved amount plus the approved tax amount. This is the full amount the client will be charged.
  [Invoice] Amount Outstanding (incl tax)	The remaining balance to be paid on the invoice including tax. Calculated as the total amount (including tax) minus any payments received. This shows what the client still owes.
  [Invoice] Amount Paid	The total amount paid towards this invoice so far. Represents the sum of all payments received against this invoice.
  [Invoice] Billing Type	The Billing type for this invoice. Either Actual, Quoted, or Miscellaneous.
  [Invoice] Client	The client name for this invoice.
  [Invoice] Client Order No.	A comma-separated list of client order numbers from all jobs linked to this invoice. Helps track which client purchase orders or work requests are being billed.
  [Invoice] Contact	The contact person at the client organisation who this invoice is addressed to.
  [Invoice] Costs Invoiced	The total amount from costs (expenses) that have been included on this invoice, charged at the billable rate. This represents the revenue from expenses you've passed through to the client.
  [Invoice] Costs Invoiced (at cost)	The actual cost value of expenses included on this invoice - the amount you paid for the costs before markup. Compare this to "Costs Invoiced" to see your markup on expenses.
  [Invoice] Date	The date when the invoice was created or issued. This is the invoice date shown on the invoice document.
  [Invoice] Date Paid	The date when the invoice was fully paid. Shows the date the final payment was received that brought the outstanding balance to zero. Empty if the invoice hasn't been fully paid yet.
  [Invoice] Description	The description field on the invoice. Provides additional details or context about what's being invoiced.
  [Invoice] Due Date	The date payment of the invoice is expected.
  [Invoice] Invoice No.	The invoice number assigned to this invoice.
  [Invoice] Job Category	A comma-separated list of all job categories from jobs linked to this invoice, sorted alphabetically. Shows the type or category of work being invoiced (e.g., "Consulting", "Design", "Development").
  [Invoice] Job Name(s)	A comma-separated list of all job names linked to this invoice, sorted alphabetically. Shows which jobs are being billed on this invoice.
  [Invoice] Job Number(s)	A comma-separated list of all job numbers linked to this invoice, sorted in order. These are the unique reference numbers for the jobs being invoiced.
  [Invoice] Paid	Indicates whether the invoice has been fully paid. Shows "Yes" if a payment date exists (meaning the invoice balance has been paid in full), otherwise "No".
  [Invoice] Quote Number(s)	A comma-separated list of quote numbers from quotes associated with the jobs on this invoice, sorted in order. Shows which quotes led to the work being invoiced.
  [Invoice] Referral Source	The source through which the client was referred or acquired. Shows how the client originally came to your organization. Same as the Client Referral Source field.
  [Invoice] Sent	Indicates whether the invoice has been sent to the client. Shows "Yes" if the invoice has been emailed or marked as sent, otherwise "No".
  [Invoice] Tasks Invoiced	The total amount from tasks (time-based work) that have been included on this invoice. This shows the billable value of time logged on jobs.
  [Invoice] Type	Shows the type of invoice. Either Progress, Final, or Miscellaneous
  [Invoice Cost] Amount	The billable amount charged to the client for this cost item on the invoice. If the cost is marked as non-billable, shows 0.00. Calculated from the unit price and quantity.
  [Invoice Cost] Amount (Totalled)	The sum of all invoice cost amounts in the report. This is an aggregate field that adds up the billable amounts across all cost items. Useful for calculating total costs invoiced.
  [Invoice Cost] Billing Type	The billing mode for the invoice this cost appears on (same as Invoice Billing Type field).
  [Invoice Cost] Cost Code	The cost code assigned to this cost item for classification and reporting purposes.
  [Invoice Cost] Cost	The actual cost you paid for this item (what it cost you). Calculated as unit cost multiplied by quantity. Used to determine markup and margins.
  [Invoice Cost] Cost Name	The description or name of the cost item as it appears on the invoice. This is what the client sees on their invoice.
  [Invoice Cost] Cost Notes	Additional notes or details about this cost item. Internal notes that may not appear on the client-facing invoice.
  [Invoice Cost] Quantity	The quantity of this cost item included on the invoice. For example, 5 units of a particular item.
  [Invoice Cost] Supplier	The supplier name of the cost. Identifies which supplier provided this cost item.
  [Invoice Cost] Unit Cost	The cost per unit that you paid to the supplier. This is your cost price per item before any markup.
  [Invoice Cost] Unit Price	The price per unit charged to the client. This is your selling price per item after markup.
  [Invoice Cost] Billable	Indicates whether this cost item is billable to the client. Returns "Yes" if billable, "No" if marked as non-billable or internal.

• Invoice phase report

  [Table] Field	Description
  [Invoice] Aged Days	Shows the aging category for the invoice based on the due date. Values include: "Paid" (invoice has been paid), "Current" (not yet due), "30" (1-30 days overdue), "60" (31-60 days overdue), "90" (61-90 days overdue), or "90+" (more than 90 days overdue). This helps identify which invoices need follow-up.
  [Invoice] Amount	The total invoice amount excluding tax. Displayed as a formatted number with 2 decimal places (e.g., "1,250.00"). This is the approved amount for the invoice.
  [Invoice] Amount (Totalled)	The sum of invoice amounts excluding tax, aggregated across invoices. Used for creating totals in reports when grouping by other fields.
  [Invoice] Amount (incl tax)	The total invoice amount including tax. Calculated as the approved amount plus the approved tax amount. This is the full amount the client will be charged.
  [Invoice] Amount Outstanding (incl tax)	The remaining balance to be paid on the invoice including tax. Calculated as the total amount (including tax) minus any payments received. This shows what the client still owes.
  [Invoice] Amount Paid	The total amount paid towards this invoice so far. Represents the sum of all payments received against this invoice.
  [Invoice] Billing Type	The Billing type for this invoice. Either Actual, Quoted, or Miscellaneous.
  [Invoice] Client	The client name for this invoice.
  [Invoice] Client Order No.	A comma-separated list of client order numbers from all jobs linked to this invoice. Helps track which client purchase orders or work requests are being billed.
  [Invoice] Contact	The contact person at the client organisation who this invoice is addressed to.
  [Invoice] Costs Invoiced	The total amount from costs (expenses) that have been included on this invoice, charged at the billable rate. This represents the revenue from expenses you've passed through to the client.
  [Invoice] Costs Invoiced (at cost)	The actual cost value of expenses included on this invoice - the amount you paid for the costs before markup. Compare this to "Costs Invoiced" to see your markup on expenses.
  [Invoice] Date	The date when the invoice was created or issued. This is the invoice date shown on the invoice document.
  [Invoice] Date Paid	The date when the invoice was fully paid. Shows the date the final payment was received that brought the outstanding balance to zero. Empty if the invoice hasn't been fully paid yet.
  [Invoice] Description	The description field on the invoice. Provides additional details or context about what's being invoiced.
  [Invoice] Due Date	The date payment of the invoice is expected.
  [Invoice] Invoice No.	The invoice number assigned to this invoice.
  [Invoice] Job Category	A comma-separated list of all job categories from jobs linked to this invoice, sorted alphabetically. Shows the type or category of work being invoiced (e.g., "Consulting", "Design", "Development").
  [Invoice] Job Name(s)	A comma-separated list of all job names linked to this invoice, sorted alphabetically. Shows which jobs are being billed on this invoice.
  [Invoice] Job Number(s)	A comma-separated list of all job numbers linked to this invoice, sorted in order. These are the unique reference numbers for the jobs being invoiced.
  [Invoice] Paid	Indicates whether the invoice has been fully paid. Shows "Yes" if a payment date exists (meaning the invoice balance has been paid in full), otherwise "No".
  [Invoice] Quote Number(s)	A comma-separated list of quote numbers from quotes associated with the jobs on this invoice, sorted in order. Shows which quotes led to the work being invoiced.
  [Invoice] Referral Source	The source through which the client was referred or acquired. Shows how the client originally came to your organization. Same as the Client Referral Source field.
  [Invoice] Sent	Indicates whether the invoice has been sent to the client. Shows "Yes" if the invoice has been emailed or marked as sent, otherwise "No".
  [Invoice] Tasks Invoiced	The total amount from tasks (time-based work) that have been included on this invoice. This shows the billable value of time logged on jobs.
  [Invoice] Type	Shows the type of invoice. Either Progress, Final, or Miscellaneous
  [Invoice Phase] Costs - billable (incl tax) per phase
  [Invoice Phase] Costs - billable amount per phase
  [Invoice Phase] Costs - cost per phase
  [Invoice Phase] Description
  [Invoice Phase] Phase
  [Invoice Phase] Tasks - billable (incl tax) per phase
  [Invoice Phase] Tasks - billable amount per phase
  [Invoice Phase] Tasks - cost per phase
  [Invoice Phase] Total - billable (incl tax) per phase
  [Invoice Phase] Total - billable amount per phase
  [Invoice Phase] Total - cost per phase

• Invoice note report

  [Table] Field	Description
  [Invoice] Aged Days	Shows the aging category for the invoice based on the due date. Values include: "Paid" (invoice has been paid), "Current" (not yet due), "30" (1-30 days overdue), "60" (31-60 days overdue), "90" (61-90 days overdue), or "90+" (more than 90 days overdue). This helps identify which invoices need follow-up.
  [Invoice] Amount	The total invoice amount excluding tax. Displayed as a formatted number with 2 decimal places (e.g., "1,250.00"). This is the approved amount for the invoice.
  [Invoice] Amount (Totalled)	The sum of invoice amounts excluding tax, aggregated across invoices. Used for creating totals in reports when grouping by other fields.
  [Invoice] Amount (incl tax)	The total invoice amount including tax. Calculated as the approved amount plus the approved tax amount. This is the full amount the client will be charged.
  [Invoice] Amount Outstanding (incl tax)	The remaining balance to be paid on the invoice including tax. Calculated as the total amount (including tax) minus any payments received. This shows what the client still owes.
  [Invoice] Amount Paid	The total amount paid towards this invoice so far. Represents the sum of all payments received against this invoice.
  [Invoice] Billing Type	The Billing type for this invoice. Either Actual, Quoted, or Miscellaneous.
  [Invoice] Client	The client name for this invoice.
  [Invoice] Client Order No.	A comma-separated list of client order numbers from all jobs linked to this invoice. Helps track which client purchase orders or work requests are being billed.
  [Invoice] Contact	The contact person at the client organisation who this invoice is addressed to.
  [Invoice] Costs Invoiced	The total amount from costs (expenses) that have been included on this invoice, charged at the billable rate. This represents the revenue from expenses you've passed through to the client.
  [Invoice] Costs Invoiced (at cost)	The actual cost value of expenses included on this invoice - the amount you paid for the costs before markup. Compare this to "Costs Invoiced" to see your markup on expenses.
  [Invoice] Date	The date when the invoice was created or issued. This is the invoice date shown on the invoice document.
  [Invoice] Date Paid	The date when the invoice was fully paid. Shows the date the final payment was received that brought the outstanding balance to zero. Empty if the invoice hasn't been fully paid yet.
  [Invoice] Description	The description field on the invoice. Provides additional details or context about what's being invoiced.
  [Invoice] Due Date	The date payment of the invoice is expected.
  [Invoice] Invoice No.	The invoice number assigned to this invoice.
  [Invoice] Job Category	A comma-separated list of all job categories from jobs linked to this invoice, sorted alphabetically. Shows the type or category of work being invoiced (e.g., "Consulting", "Design", "Development").
  [Invoice] Job Name(s)	A comma-separated list of all job names linked to this invoice, sorted alphabetically. Shows which jobs are being billed on this invoice.
  [Invoice] Job Number(s)	A comma-separated list of all job numbers linked to this invoice, sorted in order. These are the unique reference numbers for the jobs being invoiced.
  [Invoice] Paid	Indicates whether the invoice has been fully paid. Shows "Yes" if a payment date exists (meaning the invoice balance has been paid in full), otherwise "No".
  [Invoice] Quote Number(s)	A comma-separated list of quote numbers from quotes associated with the jobs on this invoice, sorted in order. Shows which quotes led to the work being invoiced.
  [Invoice] Referral Source	The source through which the client was referred or acquired. Shows how the client originally came to your organization. Same as the Client Referral Source field.
  [Invoice] Sent	Indicates whether the invoice has been sent to the client. Shows "Yes" if the invoice has been emailed or marked as sent, otherwise "No".
  [Invoice] Tasks Invoiced	The total amount from tasks (time-based work) that have been included on this invoice. This shows the billable value of time logged on jobs.
  [Invoice] Type	Shows the type of invoice. Either Progress, Final, or Miscellaneous
  [Invoice Note] Added By	The team member who created or added this note. Displays the full name (first name and last name) of the user who added the note.
  [Invoice Note] Billing Type	The billing mode for the invoice this note appears on (same as Invoice Billing Type field).
  [Invoice Note] Date	The date when the note was created, formatted as "YYYY-MM-DD" and converted to your organisation's timezone.
  [Invoice Note] Phase	The phase name that the note is organised under. Shows "Unassigned" if the note hasn't been assigned to a specific phase or if the folder name is empty.
  [Invoice Note] Text	The actual content or body of the note. This is the detailed text of what was written in the note. Line breaks are removed for consistent reporting.
  [Invoice Note] Title	The title or heading of the note, providing a quick summary or label for the note's content.

• Invoice task report

  [Table] Field	Description
  [Invoice] Aged Days	Shows the aging category for the invoice based on the due date. Values include: "Paid" (invoice has been paid), "Current" (not yet due), "30" (1-30 days overdue), "60" (31-60 days overdue), "90" (61-90 days overdue), or "90+" (more than 90 days overdue). This helps identify which invoices need follow-up.
  [Invoice] Amount	The total invoice amount excluding tax. Displayed as a formatted number with 2 decimal places (e.g., "1,250.00"). This is the approved amount for the invoice.
  [Invoice] Amount (Totalled)	The sum of invoice amounts excluding tax, aggregated across invoices. Used for creating totals in reports when grouping by other fields.
  [Invoice] Amount (incl tax)	The total invoice amount including tax. Calculated as the approved amount plus the approved tax amount. This is the full amount the client will be charged.
  [Invoice] Amount Outstanding (incl tax)	The remaining balance to be paid on the invoice including tax. Calculated as the total amount (including tax) minus any payments received. This shows what the client still owes.
  [Invoice] Amount Paid	The total amount paid towards this invoice so far. Represents the sum of all payments received against this invoice.
  [Invoice] Billing Type	The Billing type for this invoice. Either Actual, Quoted, or Miscellaneous.
  [Invoice] Client	The client name for this invoice.
  [Invoice] Client Order No.	A comma-separated list of client order numbers from all jobs linked to this invoice. Helps track which client purchase orders or work requests are being billed.
  [Invoice] Contact	The contact person at the client organisation who this invoice is addressed to.
  [Invoice] Costs Invoiced	The total amount from costs (expenses) that have been included on this invoice, charged at the billable rate. This represents the revenue from expenses you've passed through to the client.
  [Invoice] Costs Invoiced (at cost)	The actual cost value of expenses included on this invoice - the amount you paid for the costs before markup. Compare this to "Costs Invoiced" to see your markup on expenses.
  [Invoice] Date	The date when the invoice was created or issued. This is the invoice date shown on the invoice document.
  [Invoice] Date Paid	The date when the invoice was fully paid. Shows the date the final payment was received that brought the outstanding balance to zero. Empty if the invoice hasn't been fully paid yet.
  [Invoice] Description	The description field on the invoice. Provides additional details or context about what's being invoiced.
  [Invoice] Due Date	The date payment of the invoice is expected.
  [Invoice] Invoice No.	The invoice number assigned to this invoice.
  [Invoice] Job Category	A comma-separated list of all job categories from jobs linked to this invoice, sorted alphabetically. Shows the type or category of work being invoiced (e.g., "Consulting", "Design", "Development").
  [Invoice] Job Name(s)	A comma-separated list of all job names linked to this invoice, sorted alphabetically. Shows which jobs are being billed on this invoice.
  [Invoice] Job Number(s)	A comma-separated list of all job numbers linked to this invoice, sorted in order. These are the unique reference numbers for the jobs being invoiced.
  [Invoice] Paid	Indicates whether the invoice has been fully paid. Shows "Yes" if a payment date exists (meaning the invoice balance has been paid in full), otherwise "No".
  [Invoice] Quote Number(s)	A comma-separated list of quote numbers from quotes associated with the jobs on this invoice, sorted in order. Shows which quotes led to the work being invoiced.
  [Invoice] Referral Source	The source through which the client was referred or acquired. Shows how the client originally came to your organization. Same as the Client Referral Source field.
  [Invoice] Sent	Indicates whether the invoice has been sent to the client. Shows "Yes" if the invoice has been emailed or marked as sent, otherwise "No".
  [Invoice] Tasks Invoiced	The total amount from tasks (time-based work) that have been included on this invoice. This shows the billable value of time logged on jobs.
  [Invoice] Type	Shows the type of invoice. Either Progress, Final, or Miscellaneous
  [Invoice Task] Amount	The billable amount for this invoice task. This is the final amount charged to the client for this specific task line on the invoice. Calculated as billable rate × time (for time-based tasks) or as manually entered amount.
  [Invoice Task] Amount (Totalled)	The total time logged against the job task that this invoice task is based on. Displayed in either decimal hours (e.g., "2.50" for 2 hours 30 minutes) or time format (e.g., "02:30") depending on your organisation's report time format setting. Shows the sum of all timesheet entries for the task. If no time has been logged, displays "0.00" or "0:00".
  [Invoice Task] Billable Rate	The rate per hour (or per unit) charged for this invoice task. Displayed as a formatted number with 2 decimal places (e.g., "100.00"). This is the rate used to calculate the task's billable amount. May be inherited from the staff member's rate, task rate, or custom client rate.
  [Invoice Task] Billing Type	The Billing type for this invoice. Either Actual, Quoted, or Miscellaneous. Same as [Invoice] Billing Type field, shown at the task level for convenience.
  [Invoice Task] Description	The description or notes for this invoice task. This is the text that appears on the invoice line item, providing details about what work was performed or what is being charged. May be different from the original job task description if edited specifically for the invoice.
  [Invoice Task] Label	An optional label that can be added to the invoice task to provide additional context or categorisation. This is a custom text field that appears on the invoice alongside the task name. If no label is set, this field will be empty.
  [Invoice Task] Name	The name of the underlying task from your task list that this invoice task is based on.
  [Invoice Task] Name + Label	A combined display of the invoice task name and label for easy identification. Shows as "TaskName" if no label is set, or "TaskName - Label" if a label has been added.
  [Invoice Task] Time	The time value recorded on this invoice task. Displayed in either decimal hours (e.g., "2.50") or time format (e.g., "02:30") depending on your organisation's report time format setting. This is the time value that was invoiced to the client - it may be different from the actual time logged if adjustments were made when creating the invoice.

• Invoiced time report

  [Table] Field	Description
  [Job] % Complete	The percentage of estimated time that has been used on the job. Calculated as (Actual Time ÷ Estimated Time) × 100. Displayed as a whole number (e.g., "75" for 75%). Shows 0 if no estimated time is set.
  [Job] Client Manager	The staff member assigned as the client manager for the job. Shows their full name (first name and last name). If no manager is assigned, this field will be empty.
  [Job] Billing Details	The name of the client used for billing purposes. If a separate billing client is set up, this shows that client's name. Otherwise, it shows the main client name.
  [Job] Budget	The budget amount set for the job. This is the total financial budget, not time-based. Displayed as a decimal number with 2 decimal places. Shows 0.00 if no budget is set.
  [Job] Capacity Reducing?	Indicates whether the job reduces available staff capacity in resource planning. Shows "Yes" if the job is set to reduce capacity, or "No" if it doesn't affect capacity calculations.
  [Job] Category	The job category assigned to the job, used for organising and classifying different types of work.
  [Job] Client	The client for this job.
  [Job] Client Order No.	The client's order number for this job.
  [Job] Completed Date	The date when the job was completed. This is set when the job status is changed to a completed state. Shows when the job was finished.
  [Job] Contact	The primary contact person for the job. Displays the contact's first and last names. This field is empty if no contact is assigned.
  [Job] Description	The text of the description field on the job. Provides additional details or context about the work to be performed.
  [Job] Due Date	The date by which the job is expected to be completed. This is the job's deadline or target completion date.
  [Job] Exclude from WIP?	Indicates whether the job is excluded from Work in Progress (WIP) reporting. Shows "Yes" if excluded from estimated billing reports, or "No" if included in WIP calculations.
  [Job] Invoiced	The total amount that has been invoiced for this job, excluding tax. This includes both tasks and costs that have been billed.
  [Job] Job No.	The unique job number assigned to the job.
  [Job] Job Summary	A combined display of the job number and name. Displays as "JobNumber - JobName" for easy identification in reports.
  [Job] Milestones	A comma-separated list of all milestone names on this job, showing all milestones regardless of completion status.
  [Job] Milestones (Completed)	A comma-separated list of milestone names that have been marked as completed on this job.
  [Job] Milestones (Uncompleted)	A comma-separated list of milestone names that have not yet been completed on this job.
  [Job] Name	The name of the job or the job title.
  [Job] Priority	The priority level assigned to the job. Shows "Low", "Normal", "High", or "Immediate" based on the job's priority setting.
  [Job] Staff	A comma-separated list of staff members (organisation users) who are assigned to this job. Shows all staff allocated to work on the job. If no staff are assigned, displays "No Staff assigned".
  [Job] Start Date	The planned or actual start date for the job. This is when the job is scheduled to begin or when work started.
  [Staff] Name	The full name of the staff member who logged the time, displayed as "FirstName LastName". Shows "(deleted)" suffix if the user has been removed from the organisation.
  [Staff] Payroll Code	The payroll code assigned to the staff member, used for integration with payroll systems and reporting.
  [Invoice] Date	The date when the invoice was created or issued. This is the invoice date shown on the invoice document.
  [Invoice] Invoice No.	The invoice number assigned to this invoice.
  [Invoice Task] Actual Time	The total time logged by staff members against this task. This is the sum of all time entries for the task. Shown in either decimal hours (e.g. 2.50) or time format (e.g. 02:30) depending on your organisation's report time format setting.
  [Invoice Task] Billable	Indicates whether the task was set to be billable to the client. Shows "Yes" if billable, or "No" if non-billable.
  [Invoice Task] Estimated Time	The estimated time allocated for this task when it was set up on the job. Shown in either decimal hours (e.g. 5.00) or time format (e.g. 05:00) depending on your organisation's report time format setting.
  [Invoice Task] Phase	The name of the phase or folder that the task belongs to within the job structure. Phases help organise tasks into logical groups.
  [Invoice Task] Label	The custom label added to the task on the invoice. Labels provide additional categorisation or description beyond the task name.
  [Invoice Task] Name	The name of the task as defined in the job task list.
  [Invoice Task] Name + Label	A combined display showing the task name and label (if a label exists) in the format "TaskName - Label". If no label exists, displays as "TaskName".
  [Invoice Time] Base Rate	The cost rate per hour for the staff member who logged the time. This is the internal cost rate, not the billable rate charged to clients.
  [Invoice Time] Billable	Indicates whether the time entry was marked as billable. Shows "Yes" if the time was billable, or "No" if it was non-billable.
  [Invoice Time] Cost	The total cost of the time entry, calculated as (Time in hours × Base Rate). This represents your internal cost for the work performed.
  [Invoice Time] Date	The date when the time was logged by the staff member. This is the date the work was performed, not when it was invoiced.
  [Invoice Time] Invoiced Amount	The amount charged to the client for this time entry on the invoice. This may differ from the cost if different billing rates are used or if time was written up or down. For non-billable time, this shows 0.00.
  [Invoice Time] Invoiced Amount (Totalled)	The sum of all invoiced amounts for time entries in the report. Useful for seeing total revenue from time entries.
  [Invoice Time] Invoiced Rate	The rate per hour that was charged to the client for this time entry. This is the billable rate used on the invoice and may differ from the base rate.
  [Invoice Time] Invoiced Time	The amount of time that was actually invoiced to the client. This may be different from the actual time worked if time was written up or written down. Shown in either decimal hours (e.g., 2.50) or time format (e.g., 02:30) depending on your organisation's report time format setting.
  [Invoice Time] Invoiced Time (Totalled)	The sum of all invoiced time entries in the report. Shown in either decimal hours or time format (HH:MM) depending on your organisation's report time format setting.
  [Invoice Time] Note	The notes or description entered with the time entry, explaining what work was performed.
  [Invoice Time] Time	The actual amount of time worked by the staff member. This is the time that was logged in the timesheet before any adjustments. Shown in either decimal hours (e.g., 2.50) or time format (e.g., 02:30) depending on your organisation's report time format setting.
  [Invoice Time] Write Up Amount	The dollar amount difference between what was invoiced and what the time cost. A positive value indicates time was written up (invoiced for more than cost), while a negative value indicates a write-down. Calculated based on the difference between invoiced amount and cost.
  [Invoice Time] Write Up Amount (Totalled)	The sum of all write-up amounts in the report. Helps you see total margin gained or lost through time adjustments.
  [Invoice Time] Written Up Time	The difference in time between what was invoiced and what was actually worked. A positive value means more time was invoiced than worked (write-up), while a negative value means less time was invoiced (write-down). Shown in either decimal hours or time format (HH:MM) depending on your organisation's report time format setting.
  [Job] Status	The current status of the job. Displays the name of the job status (e.g., "In Progress", "Awaiting Approval").
  [Job] Job Manager	The user who is managing this job. Displays the full name (first name and last name) of the job manager assigned to this job.

• Job report

  [Table] Field	Description
  [Client] Client Manager	The staff member assigned as the client manager for this client. Shows their full name (first name and last name). If no manager is assigned, this field will be empty.
  [Client] Address	The street address from the client's physical address. This is the main street line from the default physical address.
  [Client] Business Number	The client's business registration number (ABN, WPN, or equivalent depending on your region).
  [Client] Business Structure	The legal structure of the client's business (e.g., "Company", "Partnership", "Sole Trader", "Trust").
  [Client] Client	The name of the client.
  [Client] Country	The country from the client's physical address.
  [Client] Email	The email address for the client.
  [Client] Export Code	A custom code used for exporting client data to external systems (e.g., accounting software).
  [Client] Fax	The fax number for the client, if recorded.
  [Client] Group(s)	All client groups this client belongs to, shown as a comma-separated list. Client groups help you categorise and segment your client base.
  [Client] Job Manager	The staff member designated to manage jobs for this client. Shows their full name. This is different from the Client Manager.
  [Client] Phone	The phone number for the client.
  [Client] Post Code	The postal code from the client's physical address.
  [Client] Postal Address	The street address from the client's postal address. This may differ from the physical address if the client receives mail at a different location.
  [Client] Postal Country	The country from the client's postal address.
  [Client] Postal Post Code	The postal code from the client's postal address.
  [Client] Postal State/Region	The state or region from the client's physical address.
  [Client] Postal Town/City	The city from the client's postal address.
  [Client] Referral Source	How this client was referred to your business or where they came from.
  [Client] State/Region	The state or region from the client's physical address.
  [Client] Status	Indicates whether this record is a "Lead", "Client", or "Archived".
  [Client] Town/City	The town or city from the client's physical address.
  [Client] Type	The client type category assigned to this client (e.g., "Corporate", "Individual", "Government"). These types are customizable in your organisation settings.
  [Client] Zero Rated Tax	Indicates whether this client is set up for zero-rated tax (Yes/No). This is relevant for certain tax jurisdictions where goods or services are taxed at 0%.
  [Contact] Contact	Contacts assigned to jobs, if no contacts assigned, this field will be empty
  [Contact] Email	The email address of the contact person.
  [Contact] Mobile	The mobile phone number of the contact person.
  [Contact] Phone	The phone number of the contact person.
  [Contact] Position	The job title or position of the contact person at the client organisation.
  [Category] Category	The name of the job category assigned to the job. Job categories help organise and classify different types of work (e.g., "Consulting", "Development", "Support").
  [Job] Status	The current status of the job. Displays the name of the job status (e.g., "In Progress", "Awaiting Approval").
  [Job] Actual Cost	Total of Actual Cost (Costs) plus Actual Cost (Time)
  [Job] Actual Cost (Costs)	Supplier Cost
  [Job] Actual Cost (Time)	Staff Cost (based on Staff Base Rate)
  [Job] Actual Time	The total amount of time logged on the job across all timesheets and staff members. Format depends on your organisation's report time format setting: either decimal hours (e.g., "12.50") or time format (e.g., "12:30").
  [Job] Actual Time this Month	The total amount of time logged on the job during the current calendar month. Format depends on your organization's report time format setting: either decimal hours or time format. Shows 0.00 if no time has been logged this month.
  [Job] Billable	The total billable amount for the job, including both billable time and billable costs. Calculated as Billable (Time) + Billable (Costs). Displayed with 2 decimal places.
  [Job] Billable - Actual Cost	Total of Estimated Billings less Actual Cost on job
  [Job] Billable (Costs)	The total billable value of all actual, billable costs added to the job, excluding deposits. Displayed with 2 decimal places.
  [Job] Billable (Time)	The total billable value of all time logged on the job, calculated using the appropriate billable rates (custom rates, client rates, task rates, or staff rates). Displayed with 2 decimal places.
  [Job] Budget	The budget amount set for the job. This is the total financial budget, not time-based. Displayed as a decimal number with 2 decimal places. Shows 0.00 if no budget is set.
  [Job] Capacity Reducing?	Indicates whether the job reduces available staff capacity in resource planning. Shows "Yes" if the job is set to reduce capacity, or "No" if it doesn't affect capacity calculations.
  [Job] Client Order No.	The client's order number for this job.
  [Job] Completed Date	The date when the job was completed. This is set when the job status is changed to a completed state. Shows when the job was finished.
  [Job] Date Created	The date when the job was first created in the system. This shows when the job record was originally set up.
  [Job] Date Last Invoiced	The date of the most recent invoice created for this job. Shows when the job was last billed to the client. Empty if the job has never been invoiced.
  [Job] Date Last Payment	The date of the most recent payment received against invoices for this job. Shows when the client last paid for work on this job. Empty if no payments have been received.
  [Job] Date Time Last Entered	The date when time was last entered on this job. Shows the most recent timesheet entry date, helping identify which jobs have recent activity.
  [Job] Days to Complete	How long a job takes to complete, that is from Start Date to Completed Date (not how long it is scheduled to take)
  [Job] Description	The text of the description field on the job. Provides additional details or context about the work to be performed.
  [Job] Draft Invoice	The total amount in draft invoices for this job, excluding tax. Shows unbilled work that has been added to draft invoices but not yet finalised.
  [Job] Draft Invoice (incl tax)	The total amount in draft invoices for this job, including tax. Shows unbilled work that has been added to draft invoices but not yet finalised.
  [Job] Due Date	The date by which the job is expected to be completed. This is the job's deadline or target completion date.
  [Job] Estimated Cost	The total estimated cost for the job, combining both expense estimates and time estimates. Calculated from quote costs plus the cost value of estimated time from tasks.
  [Job] Estimated Cost (Costs)	The estimated cost of expenses only. This is the total estimated cost value from quoted or estimated expenses.
  [Job] Estimated Cost (Tasks)	The estimated cost of time only. This is the cost value of estimated time from job tasks (calculated using staff cost rates).
  [Job] Estimated Time	The total estimated time budgeted for the job. This is the sum of all estimated time from job tasks. Displayed in your organisation's preferred time format (decimal hours or time format).
  [Job] Exclude from WIP?	Indicates whether the job is excluded from Work in Progress (WIP) reporting. Shows "Yes" if excluded from estimated billing reports, or "No" if included in WIP calculations.
  [Job] Has Draft Invoice?	Indicates whether the job has any draft invoices. Shows "Yes" if one or more draft invoices exist for this job, otherwise "No".
  [Job] Has Invoice?	Indicates whether the job has any finalised invoices. Shows "Yes" if one or more approved invoices exist for this job, otherwise "No".
  [Job] Has Purchase Order?	Indicates whether the job has any finalised purchase orders. Shows "Yes" if one or more approved purchase orders exist for this job, otherwise "No".
  [Job] Has Quote?	Indicates whether the job has any quotes associated with it. Shows "Yes" if one or more quotes exist for this job, otherwise "No".
  [Job] Has Tasks?	Indicates whether the job has any tasks set up. Shows "Yes" if one or more tasks exist on the job, otherwise "No".
  [Job] Invoice Number(s)	A comma-separated list of all invoice numbers for invoices linked to this job. Shows all finalised invoices that have been created from this job.
  [Job] Invoice Number(s) Last Month	A comma-separated list of invoice numbers for invoices created for this job during the previous calendar month. Helps track recent billing activity.
  [Job] Invoice Number(s) This Month	A comma-separated list of invoice numbers for invoices created for this job during the current calendar month. Helps track current month billing.
  [Job] Invoiced	The total amount that has been invoiced for this job, excluding tax. This includes both tasks and costs that have been billed.
  [Job] Invoiced (incl tax)	The total amount that has been invoiced for this job, including tax. Shows the full invoiced value with tax.
  [Job] Invoiced - Billable	The difference between what has been invoiced and what is currently billable. A positive value means you've invoiced more than the current billable amount (possibly from fixed-price billing or deposits). A negative value means there's billable work not yet invoiced.
  [Job] Invoiced Costs	The total amount from expenses that has been invoiced. This is the invoiced value of costs only.
  [Job] Invoiced Last Month	The total amount invoiced for this job during the previous calendar month, excluding tax. Shows last month's billing for this job.
  [Job] Invoiced Last Month (incl tax)	The total amount invoiced for this job during the previous calendar month, including tax.
  [Job] Invoiced This Month	The total amount invoiced for this job during the current calendar month, excluding tax. Shows current month billing for this job.
  [Job] Invoiced This Month (incl tax)	The total amount invoiced for this job during the current calendar month, including tax.
  [Job] Invoiced Time	The total time that has been invoiced for this job. Shows the amount of timesheet hours that have been billed to the client. Displayed in your organisation's preferred time format.
  [Job] Invoiced Time Amount	The total dollar amount from time that has been invoiced. This is the invoiced value of time/tasks only, excluding costs.
  [Job] Job No.	The unique job number assigned to the job.
  [Job] Job Summary	A combined display of the job number and name. Displays as "JobNumber - JobName" for easy identification in reports.
  [Job] Job Manager	The user who is managing this job. Displays the full name (first name and last name) of the job manager assigned to this job.
  [Job] Milestones	A comma-separated list of all milestone names on this job, showing all milestones regardless of completion status.
  [Job] Milestones (Completed)	A comma-separated list of milestone names that have been marked as completed on this job.
  [Job] Milestones (Uncompleted)	A comma-separated list of milestone names that have not yet been completed on this job.
  [Job] Name	The name of the job or the job title.
  [Job] Outstanding (incl tax)	The amount still owed by the client for this job, including tax. Calculated as the total invoiced amount (including tax) minus payments received. Shows the outstanding receivable balance.
  [Job] Paid	The total amount the client has paid for this job. Represents the sum of all payments received against invoices for this job.
  [Job] Priority	The priority level assigned to the job. Shows "Low", "Normal", "High", or "Immediate" based on the job's priority setting.
  [Job] Profit	Similar to Invoice less Cost
  [Job] Profit %	The actual profit realized from invoiced work on this job. Calculated as total invoiced amount minus total actual cost. This shows the profit generated from what has been billed.
  [Job] Profit (on costs)	The profit made on expenses only. Calculated as billable costs minus actual costs for expenses. Shows the markup or profit margin on expenses passed through to the client.
  [Job] Quoted	The total quoted amount for the job, excluding tax. This is the sum of all quoted amounts from quotes associated with this job.
  [Job] Quoted (excl Deposits)	The total quoted amount for the job, excluding any deposit amounts and excluding tax. This shows the quoted value for actual work, not including upfront deposits.
  [Job] Quoted (incl tax)	The total quoted amount for the job, including tax. This is the sum of all quoted amounts from quotes associated with this job.
  [Job] Quoted - Billable	The difference between the quoted amount and the current billable amount. Shows how much quoted work has not yet become billable (either not started or not yet logged as actual work).
  [Job] Quoted Amount (Costs)	The quoted amount for expenses only. This is the total quoted value from costs on quotes.
  [Job] Quoted Amount (Tasks)	The quoted amount for tasks only. This is the total quoted value from tasks on quotes.
  [Job] Quoted to be Invoiced	The remaining quoted amount that hasn't been invoiced yet. Calculated as quoted amount minus invoiced amount. Shows how much of the quote is still to be billed.
  [Job] Remaining Time	The estimated time remaining on the job. Calculated as estimated time minus actual time logged. A positive value shows time still available in the budget; a negative value indicates the job has exceeded its time estimate. Displayed in your organisation's preferred time format.
  [Job] Staff	A comma-separated list of staff members (organisation users) who are assigned to this job. Shows all staff allocated to work on the job. If no staff are assigned, displays "No Staff assigned".
  [Job] Start Date	The planned or actual start date for the job. This is when the job is scheduled to begin or when work started.
  [Job] Client Manager	The staff member assigned as the client manager for the job. Shows their full name (first name and last name). If no manager is assigned, this field will be empty.
  [Job] Estimated Billings	The estimated billing amount for the job. This is a reference value for tracking expected revenue from the job.

• Job allocation report

  [Table] Field	Description
  [Job] % Complete	The percentage of estimated time that has been used on the job. Calculated as (Actual Time ÷ Estimated Time) × 100. Displayed as a whole number (e.g., "75" for 75%). Shows 0 if no estimated time is set.
  [Job] Client Manager	The staff member assigned as the client manager for the job. Shows their full name (first name and last name). If no manager is assigned, this field will be empty.
  [Job] Billing Details	The name of the client used for billing purposes. If a separate billing client is set up, this shows that client's name. Otherwise, it shows the main client name.
  [Job] Budget	The budget amount set for the job. This is the total financial budget, not time-based. Displayed as a decimal number with 2 decimal places. Shows 0.00 if no budget is set.
  [Job] Capacity Reducing?	Indicates whether the job reduces available staff capacity in resource planning. Shows "Yes" if the job is set to reduce capacity, or "No" if it doesn't affect capacity calculations.
  [Job] Category	The job category assigned to the job, used for organising and classifying different types of work.
  [Job] Client	The client for this job.
  [Job] Client Order No.	The client's order number for this job.
  [Job] Completed Date	The date when the job was completed. This is set when the job status is changed to a completed state. Shows when the job was finished.
  [Job] Contact	The primary contact person for the job. Displays the contact's first and last names. This field is empty if no contact is assigned.
  [Job] Description	The text of the description field on the job. Provides additional details or context about the work to be performed.
  [Job] Due Date	The date by which the job is expected to be completed. This is the job's deadline or target completion date.
  [Job] Exclude from WIP?	Indicates whether the job is excluded from Work in Progress (WIP) reporting. Shows "Yes" if excluded from estimated billing reports, or "No" if included in WIP calculations.
  [Job] Invoiced	The total amount that has been invoiced for this job, excluding tax. This includes both tasks and costs that have been billed.
  [Job] Job No.	The unique job number assigned to the job.
  [Job] Job Summary	A combined display of the job number and name. Displays as "JobNumber - JobName" for easy identification in reports.
  [Job] Milestones	A comma-separated list of all milestone names on this job, showing all milestones regardless of completion status.
  [Job] Milestones (Completed)	A comma-separated list of milestone names that have been marked as completed on this job.
  [Job] Milestones (Uncompleted)	A comma-separated list of milestone names that have not yet been completed on this job.
  [Job] Name	The name of the job or the job title.
  [Job] Priority	The priority level assigned to the job. Shows "Low", "Normal", "High", or "Immediate" based on the job's priority setting.
  [Job] Staff	A comma-separated list of staff members (organisation users) who are assigned to this job. Shows all staff allocated to work on the job. If no staff are assigned, displays "No Staff assigned".
  [Job] Start Date	The planned or actual start date for the job. This is when the job is scheduled to begin or when work started.
  [Staff] Staff	Individual staff assigned to a job
  [Job] Status	The current status of the job. Displays the name of the job status (e.g., "In Progress", "Awaiting Approval").
  [Job] Job Manager	The user who is managing this job. Displays the full name (first name and last name) of the job manager assigned to this job.

• Job cost report

  [Table] Field	Description
  [Job] % Complete	The percentage of estimated time that has been used on the job. Calculated as (Actual Time ÷ Estimated Time) × 100. Displayed as a whole number (e.g., "75" for 75%). Shows 0 if no estimated time is set.
  [Job] Client Manager	The staff member assigned as the client manager for this client. Shows their full name (first name and last name). If no manager is assigned, this field will be empty.
  [Job] Billing Details	The name of the client used for billing purposes. If a separate billing client is set up, this shows that client's name. Otherwise, it shows the main client name.
  [Job] Budget	The budget amount set for the job. This is the total financial budget, not time-based. Displayed as a decimal number with 2 decimal places. Shows 0.00 if no budget is set.
  [Job] Capacity Reducing?	Indicates whether the job reduces available staff capacity in resource planning. Shows "Yes" if the job is set to reduce capacity, or "No" if it doesn't affect capacity calculations.
  [Job] Category	The job category assigned to the job, used for organising and classifying different types of work.
  [Job] Client	The client for this job.
  [Job] Client Order No.	The client's order number for this job.
  [Job] Completed Date	The date when the job was completed. This is set when the job status is changed to a completed state. Shows when the job was finished.
  [Job] Contact	The primary contact person for the job. Displays the contact's first and last names. This field is empty if no contact is assigned.
  [Job] Description	The text of the description field on the job. Provides additional details or context about the work to be performed.
  [Job] Due Date	The date by which the job is expected to be completed. This is the job's deadline or target completion date.
  [Job] Exclude from WIP?	Indicates whether the job is excluded from Work in Progress (WIP) reporting. Shows "Yes" if excluded from estimated billing reports, or "No" if included in WIP calculations.
  [Job] Invoiced	The total amount that has been invoiced for this job, excluding tax. This includes both tasks and costs that have been billed.
  [Job] Job No.	The unique job number assigned to the job.
  [Job] Job Summary	A combined display of the job number and name. Displays as "JobNumber - JobName" for easy identification in reports.
  [Job] Milestones	A comma-separated list of all milestone names on this job, showing all milestones regardless of completion status.
  [Job] Milestones (Completed)	A comma-separated list of milestone names that have been marked as completed on this job.
  [Job] Milestones (Uncompleted)	A comma-separated list of milestone names that have not yet been completed on this job.
  [Job] Name	The name of the job or the job title.
  [Job] Priority	The priority level assigned to the job. Shows "Low", "Normal", "High", or "Immediate" based on the job's priority setting.
  [Job] Staff	A comma-separated list of staff members (organisation users) who are assigned to this job. Shows all staff allocated to work on the job. If no staff are assigned, displays "No Staff assigned".
  [Job] Start Date	The planned or actual start date for the job. This is when the job is scheduled to begin or when work started.
  [Job Cost] Actual Cost?	Indicates whether this cost has been marked as an actual cost (meaning it has been incurred). Returns "Yes" if actual, otherwise "No". Only costs marked as actual are included in certain profit calculations.
  [Job Cost] Added By	The user who created or added this cost item to the job. Displays the full name (first name + last name). Shows "(deleted)" suffix if the user has been deleted.
  [Job Cost] Amount	The total billable amount for the cost item, calculated as Quantity × Unit Price. Only includes costs where billable is set to "Yes" and deposit is set to "No". Returns 0.00 for non-billable costs or deposits.
  [Job Cost] Billable	Indicates whether this cost item can be billed to the client. Returns "Yes" if billable, otherwise "No". Billable costs are included in invoice amounts.
  [Job Cost] Cost Code	The code or reference number assigned to the cost item. This is typically used for categorizing costs or matching them to accounting codes.
  [Job Cost] Cost	The total cost amount, calculated as Quantity × Unit Cost. Only includes costs where deposit is set to "No". This represents your expense for the cost item. Returns 0.00 for deposits.
  [Job Cost] Date	The date when the cost was incurred or recorded. This is used for tracking when expenses occurred.
  [Job Cost] Cost Name	The description or name of the cost item. This describes what the cost is for (e.g., "Materials", "Equipment Rental", "Subcontractor Fees").
  [Job Cost] Phase	The job folder or phase that this cost is associated with. Job folders help organise costs within different sections or stages of a job.
  [Job Cost] Invoiced	The total amount that has been invoiced for this specific cost item across all approved (non-draft, non-cancelled) invoices where the cost was set to billable.
  [Job Cost] Cost Notes	Additional notes or details about the cost item. Use this field for any extra context or information about the cost.
  [Job Cost] Price	The total price for the cost item, calculated as Unit Price × Quantity. This is the amount before considering billable status or deposits.
  [Job Cost] Profit	The profit amount for this cost item. Calculated as (billable amount) - (actual cost amount). Only includes actual costs in the cost calculation.
  [Job Cost] Quantity (Summed)	Same as Quantity field. The quantity of units for this cost item, used in certain report layouts.
  [Job Cost] Quantity (Totalled)	The sum of all quantities for the group. Used in reports that aggregate cost data. Calculated by summing all quantities in the group.
  [Job Cost] Quantity Ordered	The total quantity that has been ordered for this cost item across all purchase orders. Represents the sum of quantities from all purchase order lines that reference this cost.
  [Job Cost] Supplier	The supplier providing this cost item.
  [Job Cost] Supplier Phone	The phone number of the supplier providing this cost item.
  [Job Cost] Unit Cost	The cost per unit for this cost item. This is your expense per unit (e.g., cost per hour, cost per item).
  [Job Cost] Unit Price	The price per unit that will be charged to the client. This is your selling price per unit.
  [Job] Status	The current status of the job. Displays the name of the job status (e.g., "In Progress", "Awaiting Approval").
  [Job Cost] Quantity	The quantity of units for this cost item (e.g., hours, items, meters).
  [Job] Job Manager	The user who is managing this job. Displays the full name (first name and last name) of the job manager assigned to this job.
  [Job Cost] Cost (Totalled)	The sum of all cost amounts for the group. Used in reports that aggregate cost data. Calculated by summing (Quantity × Unit Cost) for all non-deposit costs in the group.
  [Job Cost] Amount (Totalled)	The sum of all billable amounts for the group. Used in reports that aggregate cost data. Calculated by summing (Quantity × Unit Price) for all billable, non-deposit costs in the group.

• Job document report

  [Table] Field	Description
  [Job] % Complete	The percentage of estimated time that has been used on the job. Calculated as (Actual Time ÷ Estimated Time) × 100. Displayed as a whole number (e.g., "75" for 75%). Shows 0 if no estimated time is set.
  [Job] Client Manager	The staff member assigned as the client manager for the job. Shows their full name (first name and last name). If no manager is assigned, this field will be empty.
  [Job] Billing Details	The name of the client used for billing purposes. If a separate billing client is set up, this shows that client's name. Otherwise, it shows the main client name.
  [Job] Budget	The budget amount set for the job. This is the total financial budget, not time-based. Displayed as a decimal number with 2 decimal places. Shows 0.00 if no budget is set.
  [Job] Capacity Reducing?	Indicates whether the job reduces available staff capacity in resource planning. Shows "Yes" if the job is set to reduce capacity, or "No" if it doesn't affect capacity calculations.
  [Job] Category	The job category assigned to the job, used for organising and classifying different types of work.
  [Job] Client	The client for this job.
  [Job] Client Order No.	The client's order number for this job.
  [Job] Completed Date	The date when the job was completed. This is set when the job status is changed to a completed state. Shows when the job was finished.
  [Job] Contact	The primary contact person for the job. Displays the contact's first and last names. This field is empty if no contact is assigned.
  [Job] Description	The text of the description field on the job. Provides additional details or context about the work to be performed.
  [Job] Due Date	The date by which the job is expected to be completed. This is the job's deadline or target completion date.
  [Job] Exclude from WIP?	Indicates whether the job is excluded from Work in Progress (WIP) reporting. Shows "Yes" if excluded from estimated billing reports, or "No" if included in WIP calculations.
  [Job] Invoiced	The total amount that has been invoiced for this job, excluding tax. This includes both tasks and costs that have been billed.
  [Job] Job No.	The unique job number assigned to the job.
  [Job] Job Summary	A combined display of the job number and name. Displays as "JobNumber - JobName" for easy identification in reports.
  [Job] Milestones	A comma-separated list of all milestone names on this job, showing all milestones regardless of completion status.
  [Job] Milestones (Completed)	A comma-separated list of milestone names that have been marked as completed on this job.
  [Job] Milestones (Uncompleted)	A comma-separated list of milestone names that have not yet been completed on this job.
  [Job] Name	The name of the job or the job title.
  [Job] Priority	The priority level assigned to the job. Shows "Low", "Normal", "High", or "Immediate" based on the job's priority setting.
  [Job] Staff	A comma-separated list of staff members (organisation users) who are assigned to this job. Shows all staff allocated to work on the job. If no staff are assigned, displays "No Staff assigned".
  [Job] Start Date	The planned or actual start date for the job. This is when the job is scheduled to begin or when work started.
  [Job Document] Added By	The full name of the user who uploaded or added the document to the job. If the user has been deleted, shows "(deleted)" after their name.
  [Job Document] Date	The date when the document was added to the job. Displayed in the format "DD Mon YYYY" (e.g., "15 Jan 2024").
  [Job Document] File	The filename of the uploaded document, including the file extension (e.g., "proposal.pdf", "contract.docx"). This is the actual name of the file stored in the system.
  [Job Document] Phase	The name of the job phase where the document is stored. Shows as empty if the document is not assigned to a specific phase.
  [Job Document] Note	Any notes or comments added when uploading the document. This field can contain additional context, descriptions, or instructions about the document. Shows as empty if no note was provided.
  [Job Document] Public	Indicates whether the document is marked as publicly accessible to clients. Displays "Yes" if the document is visible in client portals, "No" if it's internal only.
  [Job Document] Title	The title or name given to the document when it was uploaded. This is typically more descriptive than the filename and helps identify the document's purpose.
  [Job] Status	The current status of the job. Displays the name of the job status (e.g., "In Progress", "Awaiting Approval").
  [Job] Job Manager	The user who is managing this job. Displays the full name (first name and last name) of the job manager assigned to this job.

• Job note report

  [Table] Field	Description
  [Job] % Complete	The percentage of estimated time that has been used on the job. Calculated as (Actual Time ÷ Estimated Time) × 100. Displayed as a whole number (e.g., "75" for 75%). Shows 0 if no estimated time is set.
  [Job] Client Manager	The staff member assigned as the client manager for the job. Shows their full name (first name and last name). If no manager is assigned, this field will be empty.
  [Job] Billing Details	The name of the client used for billing purposes. If a separate billing client is set up, this shows that client's name. Otherwise, it shows the main client name.
  [Job] Budget	The budget amount set for the job. This is the total financial budget, not time-based. Displayed as a decimal number with 2 decimal places. Shows 0.00 if no budget is set.
  [Job] Capacity Reducing?	Indicates whether the job reduces available staff capacity in resource planning. Shows "Yes" if the job is set to reduce capacity, or "No" if it doesn't affect capacity calculations.
  [Job] Category	The job category assigned to the job, used for organising and classifying different types of work.
  [Job] Client	The client for this job.
  [Job] Client Order No.	The client's order number for this job.
  [Job] Completed Date	The date when the job was completed. This is set when the job status is changed to a completed state. Shows when the job was finished.
  [Job] Contact	The primary contact person for the job. Displays the contact's first and last names. This field is empty if no contact is assigned.
  [Job] Description	The text of the description field on the job. Provides additional details or context about the work to be performed.
  [Job] Due Date	The date by which the job is expected to be completed. This is the job's deadline or target completion date.
  [Job] Exclude from WIP?	Indicates whether the job is excluded from Work in Progress (WIP) reporting. Shows "Yes" if excluded from estimated billing reports, or "No" if included in WIP calculations.
  [Job] Invoiced	The total amount that has been invoiced for this job, excluding tax. This includes both tasks and costs that have been billed.
  [Job] Job No.	The unique job number assigned to the job.
  [Job] Job Summary	A combined display of the job number and name. Displays as "JobNumber - JobName" for easy identification in reports.
  [Job] Milestones	A comma-separated list of all milestone names on this job, showing all milestones regardless of completion status.
  [Job] Milestones (Completed)	A comma-separated list of milestone names that have been marked as completed on this job.
  [Job] Milestones (Uncompleted)	A comma-separated list of milestone names that have not yet been completed on this job.
  [Job] Name	The name of the job or the job title.
  [Job] Priority	The priority level assigned to the job. Shows "Low", "Normal", "High", or "Immediate" based on the job's priority setting.
  [Job] Staff	A comma-separated list of staff members (organisation users) who are assigned to this job. Shows all staff allocated to work on the job. If no staff are assigned, displays "No Staff assigned".
  [Job] Start Date	The planned or actual start date for the job. This is when the job is scheduled to begin or when work started.
  [Job Note] Added By	Shows the name of the staff member who created the note. If the staff member has been deleted from your organisation, "(deleted)" will appear after their name.
  [Job Note] Comment	Displays any comments that have been added to the job note. Multiple comments on the same note are shown together, separated by line breaks.
  [Job Note] Date	Shows the date when the note was created. The date is displayed in your organisation's timezone in YYYY-MM-DD format.
  [Job Note] Phase	Shows the name of the phase or folder where the note is located.
  [Job Note] Public	Indicates whether the note is visible to clients. Shows "Yes" if the note is public (client-facing) or "No" if it's private (internal only).
  [Job Note] Text	Displays the main content or body text of the note. This is the primary note text entered when the note was created.
  [Job Note] Title	Shows the title or heading of the note. This is the brief summary text that identifies the note.
  [Job] Status	The current status of the job. Displays the name of the job status (e.g., "In Progress", "Awaiting Approval").
  [Job] Job Manager	The user who is managing this job. Displays the full name (first name and last name) of the job manager assigned to this job.

• Job task report

  [Table] Field	Description
  [Job] % Complete	The percentage of estimated time that has been used on the job. Calculated as (Actual Time ÷ Estimated Time) × 100. Displayed as a whole number (e.g., "75" for 75%). Shows 0 if no estimated time is set.
  [Job] Client Manager	The staff member assigned as the client manager for the job. Shows their full name (first name and last name). If no manager is assigned, this field will be empty.
  [Job] Billing Details	The name of the client used for billing purposes. If a separate billing client is set up, this shows that client's name. Otherwise, it shows the main client name.
  [Job] Budget	The budget amount set for the job. This is the total financial budget, not time-based. Displayed as a decimal number with 2 decimal places. Shows 0.00 if no budget is set.
  [Job] Capacity Reducing?	Indicates whether the job reduces available staff capacity in resource planning. Shows "Yes" if the job is set to reduce capacity, or "No" if it doesn't affect capacity calculations.
  [Job] Category	The job category assigned to the job, used for organising and classifying different types of work.
  [Job] Client	The client for this job.
  [Job] Client Order No.	The client's order number for this job.
  [Job] Completed Date	The date when the job was completed. This is set when the job status is changed to a completed state. Shows when the job was finished.
  [Job] Contact	The primary contact person for the job. Displays the contact's first and last names. This field is empty if no contact is assigned.
  [Job] Description	The text of the description field on the job. Provides additional details or context about the work to be performed.
  [Job] Due Date	The date by which the job is expected to be completed. This is the job's deadline or target completion date.
  [Job] Exclude from WIP?	Indicates whether the job is excluded from Work in Progress (WIP) reporting. Shows "Yes" if excluded from estimated billing reports, or "No" if included in WIP calculations.
  [Job] Invoiced	The total amount that has been invoiced for this job, excluding tax. This includes both tasks and costs that have been billed.
  [Job] Job No.	The unique job number assigned to the job.
  [Job] Job Summary	A combined display of the job number and name. Displays as "JobNumber - JobName" for easy identification in reports.
  [Job] Milestones	A comma-separated list of all milestone names on this job, showing all milestones regardless of completion status.
  [Job] Milestones (Completed)	A comma-separated list of milestone names that have been marked as completed on this job.
  [Job] Milestones (Uncompleted)	A comma-separated list of milestone names that have not yet been completed on this job.
  [Job] Name	The name of the job or the job title.
  [Job] Priority	The priority level assigned to the job. Shows "Low", "Normal", "High", or "Immediate" based on the job's priority setting.
  [Job] Staff	A comma-separated list of staff members (organisation users) who are assigned to this job. Shows all staff allocated to work on the job. If no staff are assigned, displays "No Staff assigned".
  [Job] Start Date	The planned or actual start date for the job. This is when the job is scheduled to begin or when work started.
  [Job Task] % Complete	The percentage of estimated time that has been completed on this specific task. Calculated as (Actual Time ÷ Estimated Time) × 100. Displayed as a whole number (e.g., "65" for 65%). Shows 0 if no estimated time is set or if the task has no time logged.
  [Job Task] Actual Time	The total amount of time logged on this task across all timesheets. Format depends on your organisation's report time format setting: either decimal hours (e.g., "12.50") or time format (e.g., "12:30"). Shows "00:00" or 0.00 if no time has been logged.
  [Job Task] Actual Time (totalled)	The total amount of time logged on this task, identical to Actual Time but used for summing/totalling in reports. Format depends on your organisation's report time format setting: either decimal hours or time format.
  [Job Task] Allocated	Indicates whether the task has been allocated to staff. Displays "Yes" if allocated is set to 1, otherwise "No". This shows if the task has been assigned for resource planning purposes.
  [Job Task] Billable	Indicates whether the task is billable to the client. Displays "Yes" if the task is marked as billable, otherwise "No". Non-billable tasks won't generate revenue when invoiced.
  [Job Task] Billable Amount	The total billable value of time logged on this task. Calculated from timesheet entries using the appropriate billable rates (custom rates, client rates, task rates, or staff rates). Only includes amounts if the task is marked as billable. Shows 0.00 for non-billable tasks.
  [Job Task] Completed	Indicates whether the task has been marked as complete. Displays "Yes" if completed is set to 1, otherwise "No".
  [Job Task] Cost	The cost of all time logged on this task, calculated using staff cost rates. This represents what the time costs your organisation. Shows 0.00 if no time has been logged.
  [Job Task] Date Completed	The date when the task was marked as completed. Displayed as a date in YYYY-MM-DD format. Shows the completion timestamp for the task.
  [Job Task] Description	The task description providing additional details or notes about the task. Shows an empty string if no description exists. This is the custom description text specific to this task instance on the job.
  [Job Task] Due Date	The scheduled due date for the task. Displayed as a date in the format configured for your organisation. This is when the task is expected to be completed.
  [Job Task] Estimated Time	The estimated time to complete the task. Format depends on your organisation's report time format setting: either decimal hours (e.g., "8.00") or time format (e.g., "08:00"). Shows 0.00 or "00:00" if no estimated time is set.
  [Job Task] Phase	The job phase that contains this task. Job phases help organise tasks into logical groupings or stages of work. Shows an empty string if the task is not in a phase/folder.
  [Job Task] Invoiced Amount	The total amount that has been invoiced for this task on non-draft, non-cancelled invoices. This shows how much has been billed to the client for this specific task. Shows 0.00 if the task hasn't been invoiced.
  [Job Task] Invoiced Time	The total amount of time that has been invoiced for this task on non-draft, non-cancelled invoices. Format depends on your organisation's report time format setting: either decimal hours or time format (HH:MM). Shows 0.00 or "00:00" if no time has been invoiced.
  [Job Task] Label	A custom label or identifier for the task instance. This is an optional text field that can be used to further describe or categorise the task on the job. Shows an empty string if no label is set.
  [Job Task] Name	The name of the task. This is the task name from the task template (e.g., "Review", "Design", "Development"). Helps identify the type of work being performed.
  [Job Task] Name + Label	A combined display of the task name and label in the format "TaskName - Label". If no label exists, displays as "TaskName". This provides a unique identifier combining task details.
  [Job Task] Profit	The profit made on the task so far. Calculated as Invoiced Amount - Cost (which is the cost of time logged). This shows the profitability of the individual task. Shows 0.00 if no invoicing has occurred.
  [Job Task] Quoted Amount	The quoted amount for this task from accepted quotes. For billable tasks, this is either the fixed price amount or the calculated amount (rate × estimated time), depending on whether the task uses fixed pricing. Optional tasks show as 0.00.
  [Job Task] Quoted Time	The estimated time quoted for this task from accepted quotes. Format depends on your organisation's report time format setting: either decimal hours or time format. Shows the estimated minutes from the quote task.
  [Job Task] Remaining Time	The estimated time remaining on the task. Calculated as Estimated Time - Actual Time. Format depends on your organization's report time format setting: either decimal hours or time format (HH:MM). Can show negative values if the task is over the estimate. Shows "00:00" or 0.00 if no estimate is set.
  [Job Task] Scheduled	Indicates whether the task has been scheduled in the calendar or resource planner. Displays "Yes" if scheduled is set to 1, otherwise "No".
  [Job Task] Staff	A comma-separated list of all staff members assigned to this task, formatted as "First Name Last Name" with "(deleted)" appended if the user has been deleted, sorted alphabetically by first name. Shows "No Staff assigned" if no staff are assigned to the task.
  [Job Task] Start Date	The scheduled start date for the task. Displayed as a date in the format configured for your organisation. This is when the task is expected to begin.
  [Job] Status	The current status of the job. Displays the name of the job status (e.g., "In Progress", "Awaiting Approval").
  [Job] Job Manager	The user who is managing this job. Displays the full name (first name and last name) of the job manager assigned to this job.

• Job task allocation report

  [Table] Field	Description
  [Job] % Complete	The percentage of estimated time that has been used on the job. Calculated as (Actual Time ÷ Estimated Time) × 100. Displayed as a whole number (e.g., "75" for 75%). Shows 0 if no estimated time is set.
  [Job] Client Manager	The staff member assigned as the client manager for the job. Shows their full name (first name and last name). If no manager is assigned, this field will be empty.
  [Job] Billing Details	The name of the client used for billing purposes. If a separate billing client is set up, this shows that client's name. Otherwise, it shows the main client name.
  [Job] Budget	The budget amount set for the job. This is the total financial budget, not time-based. Displayed as a decimal number with 2 decimal places. Shows 0.00 if no budget is set.
  [Job] Capacity Reducing?	Indicates whether the job reduces available staff capacity in resource planning. Shows "Yes" if the job is set to reduce capacity, or "No" if it doesn't affect capacity calculations.
  [Job] Category	The job category assigned to the job, used for organising and classifying different types of work.
  [Job] Client	The client for this job.
  [Job] Client Order No.	The client's order number for this job.
  [Job] Completed Date	The date when the job was completed. This is set when the job status is changed to a completed state. Shows when the job was finished.
  [Job] Contact	The primary contact person for the job. Displays the contact's first and last names. This field is empty if no contact is assigned.
  [Job] Description	The text of the description field on the job. Provides additional details or context about the work to be performed.
  [Job] Due Date	The date by which the job is expected to be completed. This is the job's deadline or target completion date.
  [Job] Exclude from WIP?	Indicates whether the job is excluded from Work in Progress (WIP) reporting. Shows "Yes" if excluded from estimated billing reports, or "No" if included in WIP calculations.
  [Job] Invoiced	The total amount that has been invoiced for this job, excluding tax. This includes both tasks and costs that have been billed.
  [Job] Job No.	The unique job number assigned to the job.
  [Job] Job Summary	A combined display of the job number and name. Displays as "JobNumber - JobName" for easy identification in reports.
  [Job] Milestones	A comma-separated list of all milestone names on this job, showing all milestones regardless of completion status.
  [Job] Milestones (Completed)	A comma-separated list of milestone names that have been marked as completed on this job.
  [Job] Milestones (Uncompleted)	A comma-separated list of milestone names that have not yet been completed on this job.
  [Job] Name	The name of the job or the job title.
  [Job] Priority	The priority level assigned to the job. Shows "Low", "Normal", "High", or "Immediate" based on the job's priority setting.
  [Job] Staff	A comma-separated list of staff members (organisation users) who are assigned to this job. Shows all staff allocated to work on the job. If no staff are assigned, displays "No Staff assigned".
  [Job] Start Date	The planned or actual start date for the job. This is when the job is scheduled to begin or when work started.
  [Job Task Allocation] Actual Time	The actual time logged by the specific staff member on this task. The format depends on your organisation's time reporting preference: either decimal hours (e.g., "5.50" for 5 hours 30 minutes) or time format (e.g., "05:30"). Defaults to 0.00 or 00:00 if no time has been logged.
  [Job Task Allocation] Actual Time (All Staff)	The total actual time logged by all staff members on this task. The format depends on your organisation's time reporting preference: either decimal hours or time format. Defaults to 0.00 or 00:00 if no time has been logged. This shows the combined effort across the entire team.
  [Job Task Allocation] Allocated Time	The amount of time allocated to the specific staff member for this task. The format depends on your organisation's time reporting preference: either decimal hours or time format. Defaults to 0.00 or 00:00 if no time is allocated.
  [Job Task Allocation] Billable	Indicates whether this task is billable to the client. Returns "Yes" if the task can be charged to the client, otherwise "No".
  [Job Task Allocation] Completed	Indicates whether this task has been marked as complete. Returns "Yes" if finished, otherwise "No".
  [Job Task Allocation] Date Completed	The date when the task was marked as complete, displayed in YYYY-MM-DD format and converted to your organisation's timezone.
  [Job Task Allocation] Description	The detailed description or notes about what this task involves, providing context for the work to be performed.
  [Job Task Allocation] Due Date	The scheduled completion date for this task, shown in the date format set by your organisation.
  [Job Task Allocation] Estimated Time (All Staff)	The total estimated time for all staff to complete this task. The format depends on your organisation's time reporting preference: either decimal hours or time format. Defaults to 0.00 or 00:00 if no estimate is set. This represents the overall time budget for the task.
  [Job Task Allocation] Phase	The phase that this task belongs to within the job structure. Phases help organise tasks into logical groups or project stages.
  [Job Task Allocation] Label	An optional custom label or tag applied to this task for additional categorisation or identification beyond the task name.
  [Job Task Allocation] Name	The name of the task as defined in the task template or custom task.
  [Job Task Allocation] Name + Label	A combined display of the task name and label. Shows as "TaskName - Label" when a label exists, or "TaskName" when no label is set.
  [Job Task Allocation] Remaining Time	The calculated time remaining for the allocated staff member on this task. Calculated as Allocated Time minus Actual Time. The format depends on your organisation's time reporting preference: either decimal hours or time format. Can show negative values (with a minus sign) if more time has been logged than was allocated. Defaults to 0.00 or 00:00.
  [Job Task Allocation] Scheduled	Indicates whether this task has been scheduled in the team's calendar. Returns "Yes" if scheduled, otherwise "No". Scheduled tasks appear in calendar views and capacity planning.
  [Job Task Allocation] Staff	The name of the staff member allocated to this task. Displays the first and last name of the user, with " (deleted)" appended if the user has been deleted. This field specifically identifies the individual staff member in each allocation row.
  [Job Task Allocation] Start Date	The scheduled start date for this task, shown in the date format set by your organisation.
  [Job] Status	The current status of the job. Displays the name of the job status (e.g., "In Progress", "Awaiting Approval").
  [Job] Job Manager	The user who is managing this job. Displays the full name (first name and last name) of the job manager assigned to this job.

• Job to-do report

  [Table] Field	Description
  [Job] % Complete	The percentage of estimated time that has been used on the job. Calculated as (Actual Time ÷ Estimated Time) × 100. Displayed as a whole number (e.g., "75" for 75%). Shows 0 if no estimated time is set.
  [Job] Client Manager	The staff member assigned as the client manager for the job. Shows their full name (first name and last name). If no manager is assigned, this field will be empty.
  [Job] Billing Details	The name of the client used for billing purposes. If a separate billing client is set up, this shows that client's name. Otherwise, it shows the main client name.
  [Job] Budget	The budget amount set for the job. This is the total financial budget, not time-based. Displayed as a decimal number with 2 decimal places. Shows 0.00 if no budget is set.
  [Job] Capacity Reducing?	Indicates whether the job reduces available staff capacity in resource planning. Shows "Yes" if the job is set to reduce capacity, or "No" if it doesn't affect capacity calculations.
  [Job] Category	The job category assigned to the job, used for organising and classifying different types of work.
  [Job] Client	The client for this job.
  [Job] Client Order No.	The client's order number for this job.
  [Job] Completed Date	The date when the job was completed. This is set when the job status is changed to a completed state. Shows when the job was finished.
  [Job] Contact	The primary contact person for the job. Displays the contact's first and last names. This field is empty if no contact is assigned.
  [Job] Description	The text of the description field on the job. Provides additional details or context about the work to be performed.
  [Job] Due Date	The date by which the job is expected to be completed. This is the job's deadline or target completion date.
  [Job] Exclude from WIP?	Indicates whether the job is excluded from Work in Progress (WIP) reporting. Shows "Yes" if excluded from estimated billing reports, or "No" if included in WIP calculations.
  [Job] Invoiced	The total amount that has been invoiced for this job, excluding tax. This includes both tasks and costs that have been billed.
  [Job] Job No.	The unique job number assigned to the job.
  [Job] Job Summary	A combined display of the job number and name. Displays as "JobNumber - JobName" for easy identification in reports.
  [Job] Milestones	A comma-separated list of all milestone names on this job, showing all milestones regardless of completion status.
  [Job] Milestones (Completed)	A comma-separated list of milestone names that have been marked as completed on this job.
  [Job] Milestones (Uncompleted)	A comma-separated list of milestone names that have not yet been completed on this job.
  [Job] Name	The name of the job or the job title.
  [Job] Priority	The priority level assigned to the job. Shows "Low", "Normal", "High", or "Immediate" based on the job's priority setting.
  [Job] Staff	A comma-separated list of staff members (organisation users) who are assigned to this job. Shows all staff allocated to work on the job. If no staff are assigned, displays "No Staff assigned".
  [Job] Start Date	The planned or actual start date for the job. This is when the job is scheduled to begin or when work started.
  [Job To-do] Completed	Indicates whether this specific to-do item has been checked off. Returns "Yes" if completed, otherwise "No".
  [Job To-do] Date Completed	The date and time when this to-do item was marked as completed, formatted as YYYY-MM-DD. Returns NULL if not yet completed.
  [Job To-do] Item	The text description of the to-do item. The actual checklist item name.
  [Job To-do] Sequence	The number of the to-do item based on the order listed under the task
  [Job To-do] Task Label	An optional custom label or tag applied to this task for additional categorisation or identification beyond the task name.
  [Job To-do] Task Name	The name of the task as defined in the task template or custom task.
  [Job To-do] Task Name + Label	A combined display of the task name and label. Shows as "TaskName - Label" when a label exists, or "TaskName" when no label is set.
  [Job] Status	The current status of the job. Displays the name of the job status (e.g., "In Progress", "Awaiting Approval").
  [Job] Job Manager	The user who is managing this job. Displays the full name (first name and last name) of the job manager assigned to this job.

• Lead report

  [Table] Field	Description
  [Client] Client Manager	The staff member assigned as the client manager for this client. Shows their full name (first name and last name). If no manager is assigned, this field will be empty.
  [Client] Address	The street address from the client's physical address. This is the main street line from the default physical address.
  [Client] Business Number	The client's business registration number (ABN, WPN, or equivalent depending on your region).
  [Client] Business Structure	The legal structure of the client's business (e.g., "Company", "Partnership", "Sole Trader", "Trust").
  [Client] Client	The name of the client.
  [Client] Country	The country from the client's physical address.
  [Client] Email	The email address for the client.
  [Client] Export Code	A custom code used for exporting client data to external systems (e.g., accounting software).
  [Client] Fax	The fax number for the client, if recorded.
  [Client] Group(s)	All client groups this client belongs to, shown as a comma-separated list. Client groups help you categorise and segment your client base.
  [Client] Job Manager	The staff member designated to manage jobs for this client. Shows their full name. This is different from the Client Manager.
  [Client] Phone	The phone number for the client.
  [Client] Post Code	The postal code from the client's physical address.
  [Client] Postal Address	The street address from the client's postal address. This may differ from the physical address if the client receives mail at a different location.
  [Client] Postal Country	The country from the client's postal address.
  [Client] Postal Post Code	The postal code from the client's postal address.
  [Client] Postal State/Region	The state or region from the client's physical address.
  [Client] Postal Town/City	The city from the client's postal address.
  [Client] Referral Source	How this client was referred to your business or where they came from.
  [Client] State/Region	The state or region from the client's physical address.
  [Client] Status	Indicates whether this record is a "Lead", "Client", or "Archived".
  [Client] Town/City	The town or city from the client's physical address.
  [Client] Type	The client type category assigned to this client (e.g., "Corporate", "Individual", "Government"). These types are customizable in your organisation settings.
  [Client] Zero Rated Tax	Indicates whether this client is set up for zero-rated tax (Yes/No). This is relevant for certain tax jurisdictions where goods or services are taxed at 0%.
  [Lead] Category	The lead category assigned to the lead, used for organising and classifying different types of leads.
  [Lead] Client	Same as [Client] client field.
  [Lead] Client Email	The email address of the client associated with this lead.
  [Lead] Client Export Code	The client's export code used for integration with external accounting or business systems.
  [Lead] Client Name	The name of the client associated with this lead.
  [Lead] Client Phone	The phone number of the client associated with this lead.
  [Lead] Contact	The primary contact person for this lead.
  [Lead] Contact Email	The email address of the client associated with this lead.
  [Lead] Contact Mobile	The mobile phone number of the primary contact person for this lead.
  [Lead] Contact Phone	The phone number of the primary contact person for this lead.
  [Lead] Date	The date the lead was created or entered into the system, formatted as "DD Mon YYYY".
  [Lead] Date Won/Lost	The date when the lead was marked as won or lost, formatted as "DD Mon YYYY".
  [Lead] Details	The description or detailed information about the lead, providing context and notes about the opportunity.
  [Lead] Estimated Value	The estimated monetary value of the lead opportunity, displayed as a formatted number with 2 decimal places. Defaults to 0.00 if not specified.
  [Lead] Has Activity?	Indicates whether the lead has any associated activities. Returns "Yes" if one or more activities exist, otherwise "No".
  [Lead] Has Quote?	Indicates whether the lead has any associated quotes. Returns "Yes" if one or more quotes exist, otherwise "No".
  [Lead] Name	The name of the lead.
  [Lead] Owner	The user who owns or is responsible for managing this lead. Displays the full name (first name + last name).
  [Lead] Referral Source	Same as [Client] Referral Source field.
  [Lead] Status	The current state of the lead. Possible values: "Current" (active/in progress), "Won" (converted to client), or "Lost" (opportunity lost).
  [Lead] Estimated Duration (Weeks)	The estimated duration in weeks for completing the work if the lead is won.
  [Lead] Estimated Start Date	The anticipated start date for the work if the lead is won.

• Lead activity report

  [Table] Field	Description
  [Lead] Category	The lead category assigned to the lead, used for organising and classifying different types of leads.
  [Lead] Client	Same as [Client] client field.
  [Lead] Client Email	The email address of the client associated with this lead.
  [Lead] Client Export Code	The client's export code used for integration with external accounting or business systems.
  [Lead] Client Name	The name of the client associated with this lead.
  [Lead] Client Phone	The phone number of the client associated with this lead.
  [Lead] Contact	The primary contact person for this lead.
  [Lead] Contact Email	The email address of the client associated with this lead.
  [Lead] Contact Mobile	The mobile phone number of the primary contact person for this lead.
  [Lead] Contact Phone	The phone number of the primary contact person for this lead.
  [Lead] Date	The date the lead was created or entered into the system, formatted as "DD Mon YYYY".
  [Lead] Date Won/Lost	The date when the lead was marked as won or lost, formatted as "DD Mon YYYY".
  [Lead] Details	The description or detailed information about the lead, providing context and notes about the opportunity.
  [Lead] Estimated Value	The estimated monetary value of the lead opportunity. Defaults to 0.00 if not specified.
  [Lead] Has Activity?	Indicates whether the lead has any associated activities. Returns "Yes" if one or more activities exist, otherwise "No".
  [Lead] Has Quote?	Indicates whether the lead has any associated quotes. Returns "Yes" if one or more quotes exist, otherwise "No".
  [Lead] Name	The name of the lead.
  [Lead] Owner	The user who owns or is responsible for managing this lead. Displays the full name (first name + last name).
  [Lead] Referral Source	Same as [Client] Referral Source field.
  [Lead] Status	The current state of the lead. Possible values: "Current" (active/in progress), "Won" (converted to client), or "Lost" (opportunity lost).
  [Activity] Completed	The title or subject line of the activity, describing what the activity is about.
  [Activity] Due Date	The date when the activity is due or scheduled to occur, formatted as "DD Mon YYYY".
  [Activity] Responsible	The person responsible for completing the activity. Displays the first and last name of the user assigned to the activity.
  [Activity] Subject	The title or subject line of the activity, describing what the activity is about.
  [Lead] Estimated Duration (Weeks)	The estimated duration in weeks for completing the work if the lead is won.
  [Lead] Estimated Start Date	The anticipated start date for the work if the lead is won.

• Lead history report

  [Table] Field	Description
  [Lead] Category	The lead category assigned to the lead, used for organising and classifying different types of leads.
  [Lead] Client	Same as [Client] client field.
  [Lead] Client Email	The email address of the client associated with this lead.
  [Lead] Client Export Code	The client's export code used for integration with external accounting or business systems.
  [Lead] Client Name	The name of the client associated with this lead.
  [Lead] Client Phone	The phone number of the client associated with this lead.
  [Lead] Contact	The primary contact person for this lead.
  [Lead] Contact Email	The email address of the client associated with this lead.
  [Lead] Contact Mobile	The mobile phone number of the primary contact person for this lead.
  [Lead] Contact Phone	The phone number of the primary contact person for this lead.
  [Lead] Date	The date the lead was created or entered into the system, formatted as "DD Mon YYYY".
  [Lead] Date Won/Lost	The date when the lead was marked as won or lost, formatted as "DD Mon YYYY".
  [Lead] Details	The description or detailed information about the lead, providing context and notes about the opportunity.
  [Lead] Estimated Value	The estimated monetary value of the lead opportunity. Defaults to 0.00 if not specified.
  [Lead] Has Activity?	Indicates whether the lead has any associated activities. Returns "Yes" if one or more activities exist, otherwise "No".
  [Lead] Has Quote?	Indicates whether the lead has any associated quotes. Returns "Yes" if one or more quotes exist, otherwise "No".
  [Lead] Name	The name of the lead.
  [Lead] Owner	The user who owns or is responsible for managing this lead. Displays the full name (first name + last name).
  [Lead] Referral Source	Same as [Client] Referral Source field.
  [Lead] Status	The current state of the lead. Possible values: "Current" (active/in progress), "Won" (converted to client), or "Lost" (opportunity lost).
  [Lead History] Added By	The name of the staff member who made this change or added this history entry.
  [Lead History] Date	The date and time when this history entry was created. This shows exactly when a change or action occurred on the lead. Shown in the format: DD MMM YYYY HH:MM:SS.
  [Lead History] Detail	The description of what changed or what action was taken. This is the main content of the history entry and describes the specific change that occurred.
  [Lead] Estimated Duration (Weeks)	The estimated duration in weeks for completing the work if the lead is won.
  [Lead] Estimated Start Date	The anticipated start date for the work if the lead is won.

• Milestone report

  [Table] Field	Description
  [Milestone] Completed	Indicates whether this milestone has been marked as completed. Shows "Yes" if the milestone is done, or "No" if it's still pending or in progress.
  [Milestone] Date	The scheduled date for this milestone. Displays in the format "DD Mon YYYY" (e.g., "20 Mar 2025"). This is the target date you set for when this checkpoint should be reached.
  [Milestone] Date Completed	The actual date when the milestone was marked as completed. Displays in the format "DD Mon YYYY" (e.g., "18 Mar 2025"). This field will be empty if the milestone hasn't been completed yet.
  [Milestone] Phase	The job phase or folder that this milestone is associated with. Job phases help you organise milestones into logical groupings or stages of work. If the milestone isn't assigned to any phase, this field shows "Unassigned".
  [Milestone] Milestone	The name of the milestone as you entered it. This describes the checkpoint or deliverable (e.g., "Draft Complete", "Client Review", "Final Delivery").
  [Job] % Complete	The percentage of estimated time that has been used on the job. Calculated as (Actual Time ÷ Estimated Time) × 100. Displayed as a whole number (e.g., "75" for 75%). Shows 0 if no estimated time is set.
  [Job] Client Manager	The staff member assigned as the client manager for the job. Shows their full name (first name and last name). If no manager is assigned, this field will be empty.
  [Job] Billing Details	The name of the client used for billing purposes. If a separate billing client is set up, this shows that client's name. Otherwise, it shows the main client name.
  [Job] Budget	The budget amount set for the job. This is the total financial budget, not time-based. Displayed as a decimal number with 2 decimal places. Shows 0.00 if no budget is set.
  [Job] Capacity Reducing?	Indicates whether the job reduces available staff capacity in resource planning. Shows "Yes" if the job is set to reduce capacity, or "No" if it doesn't affect capacity calculations.
  [Job] Category	The job category assigned to the job, used for organising and classifying different types of work.
  [Job] Client	The client for this job.
  [Job] Client Order No.	The client's order number for this job.
  [Job] Completed Date	The date when the job was completed. This is set when the job status is changed to a completed state. Shows when the job was finished.
  [Job] Contact	The primary contact person for the job. Displays the contact's first and last names. This field is empty if no contact is assigned.
  [Job] Description	The text of the description field on the job. Provides additional details or context about the work to be performed.
  [Job] Due Date	The date by which the job is expected to be completed. This is the job's deadline or target completion date.
  [Job] Exclude from WIP?	Indicates whether the job is excluded from Work in Progress (WIP) reporting. Shows "Yes" if excluded from estimated billing reports, or "No" if included in WIP calculations.
  [Job] Invoiced	The total amount that has been invoiced for this job, excluding tax. This includes both tasks and costs that have been billed.
  [Job] Job No.	The unique job number assigned to the job.
  [Job] Job Summary	A combined display of the job number and name. Displays as "JobNumber - JobName" for easy identification in reports.
  [Job] Milestones	A comma-separated list of all milestone names on this job, showing all milestones regardless of completion status.
  [Job] Milestones (Completed)	A comma-separated list of milestone names that have been marked as completed on this job.
  [Job] Milestones (Uncompleted)	A comma-separated list of milestone names that have not yet been completed on this job.
  [Job] Name	The name of the job or the job title.
  [Job] Priority	The priority level assigned to the job. Shows "Low", "Normal", "High", or "Immediate" based on the job's priority setting.
  [Job] Staff	A comma-separated list of staff members (organisation users) who are assigned to this job. Shows all staff allocated to work on the job. If no staff are assigned, displays "No Staff assigned".
  [Job] Start Date	The planned or actual start date for the job. This is when the job is scheduled to begin or when work started.
  [Job] Job Manager	The user who is managing this job. Displays the full name (first name and last name) of the job manager assigned to this job.
  [Job] Status	The current status of the job. Displays the name of the job status (e.g., "In Progress", "Awaiting Approval").

• Payment report

  [Table] Field	Description
  [Payment] Payment Amount	The specific amount of this individual payment transaction. Displayed as a formatted number with 2 decimal places (e.g., "500.00"). This represents how much was paid in this particular payment.
  [Payment] Payment Date	The date when this payment was received or recorded. This is the date the payment was actually made by the client.
  [Payment] Reference	The payment reference number or note. This could be a transaction ID, check number, bank reference, or any other identifier that helps you track and reconcile the payment. Empty if no reference was provided.
  [Invoice] Aged Days	Shows the aging category for the invoice based on the due date. Values include: "Paid" (invoice has been paid), "Current" (not yet due), "30" (1-30 days overdue), "60" (31-60 days overdue), "90" (61-90 days overdue), or "90+" (more than 90 days overdue). This helps identify which invoices need follow-up.
  [Invoice] Amount	The total invoice amount excluding tax. Displayed as a formatted number with 2 decimal places (e.g., "1,250.00"). This is the approved amount for the invoice.
  [Invoice] Amount (Totalled)	The sum of invoice amounts excluding tax, aggregated across invoices. Used for creating totals in reports when grouping by other fields.
  [Invoice] Amount (incl tax)	The total invoice amount including tax. Calculated as the approved amount plus the approved tax amount. This is the full amount the client will be charged.
  [Invoice] Amount Outstanding (incl tax)	The remaining balance to be paid on the invoice including tax. Calculated as the total amount (including tax) minus any payments received. This shows what the client still owes.
  [Invoice] Amount Paid	The total amount paid towards this invoice so far. Represents the sum of all payments received against this invoice.
  [Invoice] Billing Type	The Billing type for this invoice. Either Actual, Quoted, or Miscellaneous.
  [Invoice] Client	The client name for this invoice.
  [Invoice] Client Order No.	A comma-separated list of client order numbers from all jobs linked to this invoice. Helps track which client purchase orders or work requests are being billed.
  [Invoice] Contact	The contact person at the client organisation who this invoice is addressed to.
  [Invoice] Costs Invoiced	The total amount from costs (expenses) that have been included on this invoice, charged at the billable rate. This represents the revenue from expenses you've passed through to the client.
  [Invoice] Costs Invoiced (at cost)	The actual cost value of expenses included on this invoice - the amount you paid for the costs before markup. Compare this to "Costs Invoiced" to see your markup on expenses.
  [Invoice] Date	The date when the invoice was created or issued. This is the invoice date shown on the invoice document.
  [Invoice] Date Paid	The date when the invoice was fully paid. Shows the date the final payment was received that brought the outstanding balance to zero. Empty if the invoice hasn't been fully paid yet.
  [Invoice] Description	The description field on the invoice. Provides additional details or context about what's being invoiced.
  [Invoice] Due Date	The date payment of the invoice is expected.
  [Invoice] Invoice No.	The invoice number assigned to this invoice.
  [Invoice] Job Category	A comma-separated list of all job categories from jobs linked to this invoice, sorted alphabetically. Shows the type or category of work being invoiced (e.g., "Consulting", "Design", "Development").
  [Invoice] Job Name(s)	A comma-separated list of all job names linked to this invoice, sorted alphabetically. Shows which jobs are being billed on this invoice.
  [Invoice] Job Number(s)	A comma-separated list of all job numbers linked to this invoice, sorted in order. These are the unique reference numbers for the jobs being invoiced.
  [Invoice] Paid	Indicates whether the invoice has been fully paid. Shows "Yes" if a payment date exists (meaning the invoice balance has been paid in full), otherwise "No".
  [Invoice] Quote Number(s)	A comma-separated list of quote numbers from quotes associated with the jobs on this invoice, sorted in order. Shows which quotes led to the work being invoiced.
  [Invoice] Referral Source	The source through which the client was referred or acquired. Shows how the client originally came to your organization. Same as the Client Referral Source field.
  [Invoice] Sent	Indicates whether the invoice has been sent to the client. Shows "Yes" if the invoice has been emailed or marked as sent, otherwise "No".
  [Invoice] Tasks Invoiced	The total amount from tasks (time-based work) that have been included on this invoice. This shows the billable value of time logged on jobs.
  [Invoice] Type	Shows the type of invoice. Either Progress, Final, or Miscellaneous

• Purchase order report

  [Table] Field	Description
  [Job] % Complete	The percentage of estimated time that has been used on the job. Calculated as (Actual Time ÷ Estimated Time) × 100. Displayed as a whole number (e.g., "75" for 75%). Shows 0 if no estimated time is set.
  [Job] Client Manager	The staff member assigned as the client manager for the job. Shows their full name (first name and last name). If no manager is assigned, this field will be empty.
  [Job] Billing Details	The name of the client used for billing purposes. If a separate billing client is set up, this shows that client's name. Otherwise, it shows the main client name.
  [Job] Budget	The budget amount set for the job. This is the total financial budget, not time-based. Displayed as a decimal number with 2 decimal places. Shows 0.00 if no budget is set.
  [Job] Capacity Reducing?	Indicates whether the job reduces available staff capacity in resource planning. Shows "Yes" if the job is set to reduce capacity, or "No" if it doesn't affect capacity calculations.
  [Job] Category	The job category assigned to the job, used for organising and classifying different types of work.
  [Job] Client	The client for this job.
  [Job] Client Order No.	The client's order number for this job.
  [Job] Completed Date	The date when the job was completed. This is set when the job status is changed to a completed state. Shows when the job was finished.
  [Job] Contact	The primary contact person for the job. Displays the contact's first and last names. This field is empty if no contact is assigned.
  [Job] Description	The text of the description field on the job. Provides additional details or context about the work to be performed.
  [Job] Due Date	The date by which the job is expected to be completed. This is the job's deadline or target completion date.
  [Job] Exclude from WIP?	Indicates whether the job is excluded from Work in Progress (WIP) reporting. Shows "Yes" if excluded from estimated billing reports, or "No" if included in WIP calculations.
  [Job] Invoiced	The total amount that has been invoiced for this job, excluding tax. This includes both tasks and costs that have been billed.
  [Job] Job No.	The unique job number assigned to the job.
  [Job] Job Summary	A combined display of the job number and name. Displays as "JobNumber - JobName" for easy identification in reports.
  [Job] Milestones	A comma-separated list of all milestone names on this job, showing all milestones regardless of completion status.
  [Job] Milestones (Completed)	A comma-separated list of milestone names that have been marked as completed on this job.
  [Job] Milestones (Uncompleted)	A comma-separated list of milestone names that have not yet been completed on this job.
  [Job] Name	The name of the job or the job title.
  [Job] Priority	The priority level assigned to the job. Shows "Low", "Normal", "High", or "Immediate" based on the job's priority setting.
  [Job] Staff	A comma-separated list of staff members (organisation users) who are assigned to this job. Shows all staff allocated to work on the job. If no staff are assigned, displays "No Staff assigned".
  [Job] Start Date	The planned or actual start date for the job. This is when the job is scheduled to begin or when work started.
  [Order] Amount Invoiced	The total billable amount from all costs linked to this purchase order. This represents what can be invoiced to clients.
  [Order] Amount Receipted
  [Order] Amount Receipted (incl tax)
  [Order] Cost	The total cost amount of all items on the purchase order, excluding tax.
  [Order] Cost (incl tax)	The total cost amount of all items on the purchase order, including tax. Calculated as Cost + tax amount.
  [Order] Cost (Totalled)	The sum total of all purchase order costs. This is an aggregated version of the Cost field, useful for summary reports.
  [Order] Date	The date when the purchase order was issued or created.
  [Order] Description	The description or notes added to the purchase order, providing details about the order purpose or items.
  [Order] Job Number(s)	The job number(s) associated with this purchase order. Shows which job(s) the purchased items or services are for.
  [Order] Outstanding Amount	The amount still owed on this purchase order, calculated as (approved amount - amount billed), excluding tax. Only applies to issued orders (draft orders show 0).
  [Order] Outstanding Amount (incl tax)	The amount still owed on this purchase order including tax, calculated as (approved amount + tax - amount billed - tax billed).
  [Order] Outstanding Ordered	The cost value of items that have been ordered but not yet fully received or billed, excluding tax.
  [Order] Outstanding Ordered (incl tax)	The cost value of items that have been ordered but not yet fully received or billed, including tax.
  [Order] PO No.	The purchase order number. This is the reference number for the purchase order.
  [Order] Status	The current state of the purchase order.
  [Order] Supplier	The supplier for this purchase order.
  [Job] Job Manager	The user who is managing this job. Displays the full name (first name and last name) of the job manager assigned to this job.
  [Job] Status	The current status of the job. Displays the name of the job status (e.g., "In Progress", "Awaiting Approval").

• Purchase order cost report

  [Table] Field	Description
  [Purchase Order Cost] Cost Code	The cost code or category code assigned to this cost item for classification and reporting purposes. Helps organise and track different types of costs.
  [Purchase Order Cost] Cost	The total cost for this line item, calculated as Unit Cost × Ordered quantity. This is what you'll pay for this item in total.
  [Purchase Order Cost] Cost Name	The description or name of the cost item as it appears on the purchase order. This identifies what's being ordered.
  [Purchase Order Cost] Cost Notes	Additional notes or details about this cost item. Can include specifications, delivery instructions, or other relevant information.
  [Purchase Order Cost] Ordered	The quantity of this item that was ordered from the supplier.
  [Purchase Order Cost] Received	The quantity of this item that has been received so far. For services, this represents completed quantities. Only includes quantities where a supplier invoice has been recorded or services marked as complete.
  [Purchase Order Cost] Unit Cost	The cost per unit that you're paying to the supplier. This is the price per individual item before multiplying by quantity. Formatted with 2 decimal places.
  [Order] Amount Invoiced	The total billable amount from all costs linked to this purchase order. This represents what can be invoiced to clients.
  [Order] Amount Receipted
  [Order] Amount Receipted (incl tax)
  [Order] Cost	The total cost amount of all items on the purchase order, excluding tax.
  [Order] Cost (incl tax)	The total cost amount of all items on the purchase order, including tax. Calculated as Cost + tax amount.
  [Order] Cost (Totalled)	The sum total of all purchase order costs. This is an aggregated version of the Cost field, useful for summary reports.
  [Order] Date	The date when the purchase order was issued or created.
  [Order] Description	The description or notes added to the purchase order, providing details about the order purpose or items.
  [Order] Job Number(s)	The job number(s) associated with this purchase order. Shows which job(s) the purchased items or services are for.
  [Order] Outstanding Amount	The amount still owed on this purchase order, calculated as (approved amount - amount billed), excluding tax. Only applies to issued orders (draft orders show 0).
  [Order] Outstanding Amount (incl tax)	The amount still owed on this purchase order including tax, calculated as (approved amount + tax - amount billed - tax billed).
  [Order] Outstanding Ordered	The cost value of items that have been ordered but not yet fully received or billed, excluding tax.
  [Order] Outstanding Ordered (incl tax)	The cost value of items that have been ordered but not yet fully received or billed, including tax.
  [Order] PO No.	The purchase order number. This is the reference number for the purchase order.
  [Order] Status	The current state of the purchase order.
  [Order] Supplier	The supplier for this purchase order.

• Purchase receipt report

  [Table] Field	Description
  [Receipt] Amount	The approved amount for this specific receipt, excluding tax. This is the amount recorded on the supplier's invoice for this receipt.
  [Receipt] Date	The date when the receipt was received or recorded in the system. This is the date the goods or services were received from the supplier.
  [Receipt] Due Date	The payment due date specified by the supplier for this bill. This is when payment should be made to the supplier.
  [Receipt] Stock Receipt ID	The supplier's invoice number or reference number for this receipt. This is the reference number from the supplier.
  [Order] Amount Invoiced	The total billable amount from all costs linked to this purchase order. This represents what can be invoiced to clients.
  [Order] Amount Receipted
  [Order] Amount Receipted (incl tax)
  [Order] Cost	The total cost amount of all items on the purchase order, excluding tax.
  [Order] Cost (incl tax)	The total cost amount of all items on the purchase order, including tax. Calculated as Cost + tax amount.
  [Order] Cost (Totalled)	The sum total of all purchase order costs. This is an aggregated version of the Cost field, useful for summary reports.
  [Order] Date	The date when the purchase order was issued or created.
  [Order] Description	The description or notes added to the purchase order, providing details about the order purpose or items.
  [Order] Job Number(s)	The job number(s) associated with this purchase order. Shows which job(s) the purchased items or services are for.
  [Order] Outstanding Amount	The amount still owed on this purchase order, calculated as (approved amount - amount billed), excluding tax. Only applies to issued orders (draft orders show 0).
  [Order] Outstanding Amount (incl tax)	The amount still owed on this purchase order including tax, calculated as (approved amount + tax - amount billed - tax billed).
  [Order] Outstanding Ordered	The cost value of items that have been ordered but not yet fully received or billed, excluding tax.
  [Order] Outstanding Ordered (incl tax)	The cost value of items that have been ordered but not yet fully received or billed, including tax.
  [Order] PO No.	The purchase order number. This is the reference number for the purchase order.
  [Order] Status	The current state of the purchase order.
  [Order] Supplier	The supplier for this purchase order.

• Purchase receipt item report

  [Table] Field	Description
  [Item] Code	The purchase order code associated with the receipt item. This links the item back to its original purchase order for tracking and reference.
  [Item] Cost	The total cost for this line item, calculated as Unit Cost × Quantity.
  [Item] Description	The name or description of the receipt item, identifying what was received or billed.
  [Item] Quantity	The quantity of items received or billed on this line. Shows the number of units for this receipt item.
  [Item] Unit Cost	The cost per single unit for this item, displayed as a currency value with 2 decimal places. This is the price paid per item to the supplier.
  [Receipt] Amount	The total approved amount for the entire receipt (bill), displayed as a currency value with 2 decimal places. This represents the total value of the supplier bill.
  [Receipt] Date	The date when the receipt was created or recorded.
  [Receipt] Due Date	The date by which payment is due to the supplier, as specified on their invoice.
  [Receipt] Stock Receipt ID	The supplier's invoice number or reference, as shown on the supplier's bill. This is the external reference from your supplier.

• Quote report

  [Table] Field	Description
  [Client] Client Manager	The staff member assigned as the client manager for this client. Shows their full name (first name and last name). If no manager is assigned, this field will be empty.
  [Client] Address	The street address from the client's physical address. This is the main street line from the default physical address.
  [Client] Business Number	The client's business registration number (ABN, WPN, or equivalent depending on your region).
  [Client] Business Structure	The legal structure of the client's business (e.g., "Company", "Partnership", "Sole Trader", "Trust").
  [Client] Client	The name of the client.
  [Client] Country	The country from the client's physical address.
  [Client] Email	The email address for the client.
  [Client] Export Code	A custom code used for exporting client data to external systems (e.g., accounting software).
  [Client] Fax	The fax number for the client, if recorded.
  [Client] Group(s)	All client groups this client belongs to, shown as a comma-separated list. Client groups help you categorise and segment your client base.
  [Client] Job Manager	The staff member designated to manage jobs for this client. Shows their full name. This is different from the Client Manager.
  [Client] Phone	The phone number for the client.
  [Client] Post Code	The postal code from the client's physical address.
  [Client] Postal Address	The street address from the client's postal address. This may differ from the physical address if the client receives mail at a different location.
  [Client] Postal Country	The country from the client's postal address.
  [Client] Postal Post Code	The postal code from the client's postal address.
  [Client] Postal State/Region	The state or region from the client's physical address.
  [Client] Postal Town/City	The city from the client's postal address.
  [Client] Referral Source	How this client was referred to your business or where they came from.
  [Client] State/Region	The state or region from the client's physical address.
  [Client] Status	Indicates whether this record is a "Lead", "Client", or "Archived".
  [Client] Town/City	The town or city from the client's physical address.
  [Client] Type	The client type category assigned to this client (e.g., "Corporate", "Individual", "Government"). These types are customizable in your organisation settings.
  [Client] Zero Rated Tax	Indicates whether this client is set up for zero-rated tax (Yes/No). This is relevant for certain tax jurisdictions where goods or services are taxed at 0%.
  [Quote] Accepted Options	The total value of optional items that have been accepted by the client. This is calculated as the sum of accepted optional items from both quote tasks and cost items. Only includes items that were previously marked as optional and have been accepted.
  [Quote] Amount	The total billable amount of the quote, excluding optional items. This includes only non-optional, billable tasks and costs (both tasks and cost items).
  [Quote] Amount + Accepted Options	The total amount of the quote including all accepted optional items. This is calculated as the Amount field plus the Accepted Options field. This represents the full value if all accepted options are included.
  [Quote] Budget	The budget amount set on the quote. This is a manually entered value that represents the planned budget for the work. Defaults to 0.00 if not specified.
  [Quote] Client	The client associated with the quote.
  [Quote] Contact	The primary contact person for the quote.
  [Quote] Date	The date shown on the quote document.
  [Quote] Date Accepted/Declined	The date when the quote was accepted or declined by the client. Formatted as "DD Mon YYYY" (e.g., "20 Apr 2024")
  [Quote] Declined Options	The total value of optional items that have been declined by the client. This is calculated from optional items marked as not accepted. Only includes items that were marked as optional, remain optional, and were specifically declined.
  [Quote] Description	The main description or details text of the quote. Provides context and notes about the quote, such as what the client needs, scope of work, or background information. Line breaks are removed for reporting purposes.
  [Quote] Estimated Cost	The estimated cost for completing the work outlined in the quote. This is a manually entered value representing your expected costs to deliver the work. Displayed as a formatted number with 2 decimal places, defaults to 0.00 if not specified.
  [Quote] Gross Profit %	The gross profit margin expressed as a percentage of the quote amount. Calculated as: ((Amount - Estimated Cost) / Amount) × 100. Returns 0.00 if the quote amount is zero. This helps you understand the profitability of the quote as a percentage.
  [Quote] Gross Profit Margin	The difference between the quote amount (excluding options) and the estimated cost. Calculated as: (Amount) - (Estimated Cost). This shows the expected profit in dollar terms if the quote is won.
  [Quote] Has Lead?	Indicates whether the quote is associated with a lead opportunity. Returns "Yes" if the quote has a lead_id (meaning it was created from a lead), otherwise "No". This helps you track which quotes came from your sales pipeline.
  [Quote] Job Number	The job number associated with the quote, if the quote has been converted to a job. Empty if the quote hasn't been converted yet.
  [Quote] Name	The name or title of the quote.
  [Quote] Number	The unique quote number assigned to this quote.
  [Quote] Options Amount	The total value of all optional items (both accepted and declined) on the quote. This includes all items marked as optional, regardless of their acceptance status. Calculated from both optional tasks and optional cost items.
  [Quote] Referral Source	The source through which the client (associated with this quote) was referred or acquired. This value comes from the client record, not the quote itself.
  [Quote] Status	The current state of the quote. Possible values include "Draft" (not yet sent), "Sent" (sent to client but not yet accepted/declined), "Accepted" (client accepted the quote), "Declined" (client declined the quote), "Expired" (valid date has passed without acceptance/decline).
  [Quote] Type	Either a Quote or an Estimate.
  [Quote] Valid To	The date until which the quote is valid. Shows when the quote offer expires.
  [Quote] Amount + Options	The total amount of the quote including all optional items (both accepted and not accepted). This is calculated as the base Amount plus all Options Amount. This shows the maximum potential value of the quote.
  [Quote] Salesperson	The user who is the salesperson for this quote. Displays the full name (first name + last name) of the team member assigned as the sales owner.

• Quote cost report

  [Table] Field	Description
  [Quote Cost] Amount	The billable amount charged to the client for this specific cost item on the quote. If the cost is marked as non-billable, shows 0.00. For fixed price costs, this is the fixed amount entered. For calculated costs, this is the unit price multiplied by quantity.
  [Quote Cost] Amount (Totalled)	The sum of all quote cost amounts in the report. This is an aggregate field that adds up the billable amounts across all cost line items. Useful for calculating totals when grouping by quote, client, supplier, or other dimensions.
  [Quote Cost] Billable	Indicates whether this cost item is billable to the client. Returns "Yes" if billable (will be charged to the client), "No" if marked as non-billable or internal.
  [Quote Cost] Cost Code	The cost code or category code assigned to this cost item for classification and reporting purposes. Used to categorise and track different types of costs.
  [Quote Cost] Total Cost	The total cost value for all cost items in the report. This is an aggregate field that sums unit cost × quantity across all cost line items. Shows what you would pay in total to suppliers.
  [Quote Cost] Cost Name	The description or name of the cost item as it appears on the quote. This is what the client sees when reviewing the quote.
  [Quote Cost] Phase Description	The description text for the phase/folder that this cost item is assigned to. Provides additional context about what the phase covers.
  [Quote Cost] Phase Name	The name of the phase or folder within the quote that this cost item is assigned to. Tasks and costs can be organised into phases to group related items. If the cost is not assigned to a specific phase, this field will be blank.
  [Quote Cost] Cost Notes	Additional notes or details about this cost item. Internal notes that provide more context about the cost but may not appear on the client-facing quote.
  [Quote Cost] Quantity	The quantity of this cost item included in the quote. For example, 5 units of a particular material or supply.
  [Quote Cost] Supplier	The supplier name for the cost on the cost. Identifies which supplier would provide or has quoted this cost item.
  [Quote Cost] Supplier Phone	The phone number of the supplier associated with this cost item. Useful for quick reference when contacting suppliers.
  [Quote Cost] Unit Cost	The cost per unit that you would pay to the supplier. This is your cost price per item before any markup.
  [Quote Cost] Unit Price	The price per unit charged to the client. This is your selling price per item after markup.
  [Quote] Accepted Options	The total value of optional items that have been accepted by the client. This is calculated as the sum of accepted optional items from both quote tasks and cost items. Only includes items that were previously marked as optional and have been accepted.
  [Quote] Amount	The total billable amount of the quote, excluding optional items. This includes only non-optional, billable tasks and costs (both tasks and cost items).
  [Quote] Amount + Accepted Options	The total amount of the quote including all accepted optional items. This is calculated as the Amount field plus the Accepted Options field. This represents the full value if all accepted options are included.
  [Quote] Budget	The budget amount set on the quote. This is a manually entered value that represents the planned budget for the work. Defaults to 0.00 if not specified.
  [Quote] Client	The client associated with the quote.
  [Quote] Contact	The primary contact person for the quote.
  [Quote] Date	The date shown on the quote document.
  [Quote] Date Accepted/Declined	The date when the quote was accepted or declined by the client. Formatted as "DD Mon YYYY" (e.g., "20 Apr 2024")
  [Quote] Declined Options	The total value of optional items that have been declined by the client. This is calculated from optional items marked as not accepted. Only includes items that were marked as optional, remain optional, and were specifically declined.
  [Quote] Description	The main description or details text of the quote. Provides context and notes about the quote, such as what the client needs, scope of work, or background information. Line breaks are removed for reporting purposes.
  [Quote] Estimated Cost	The estimated cost for completing the work outlined in the quote. This is a manually entered value representing your expected costs to deliver the work. Displayed as a formatted number with 2 decimal places, defaults to 0.00 if not specified.
  [Quote] Gross Profit %	The gross profit margin expressed as a percentage of the quote amount. Calculated as: ((Amount - Estimated Cost) / Amount) × 100. Returns 0.00 if the quote amount is zero. This helps you understand the profitability of the quote as a percentage.
  [Quote] Gross Profit Margin	The difference between the quote amount (excluding options) and the estimated cost. Calculated as: (Amount) - (Estimated Cost). This shows the expected profit in dollar terms if the quote is won.
  [Quote] Has Lead?	Indicates whether the quote is associated with a lead opportunity. Returns "Yes" if the quote has a lead_id (meaning it was created from a lead), otherwise "No". This helps you track which quotes came from your sales pipeline.
  [Quote] Job Number	The job number associated with the quote, if the quote has been converted to a job. Empty if the quote hasn't been converted yet.
  [Quote] Name	The name or title of the quote.
  [Quote] Number	The unique quote number assigned to this quote.
  [Quote] Options Amount	The total value of all optional items (both accepted and declined) on the quote. This includes all items marked as optional, regardless of their acceptance status. Calculated from both optional tasks and optional cost items.
  [Quote] Referral Source	The source through which the client (associated with this quote) was referred or acquired. This value comes from the client record, not the quote itself.
  [Quote] Status	The current state of the quote. Possible values include "Draft" (not yet sent), "Sent" (sent to client but not yet accepted/declined), "Accepted" (client accepted the quote), "Declined" (client declined the quote), "Expired" (valid date has passed without acceptance/decline).
  [Quote] Type	Either a Quote or an Estimate.
  [Quote] Valid To	The date until which the quote is valid. Shows when the quote offer expires.
  [Quote Cost] Optional?	Indicates whether this cost item is marked as optional. Returns "Yes" if the cost is presented as an optional extra, "No" if it's part of the base quote. Optional items can be accepted or declined by the client.
  [Quote] Amount + Options	The total amount of the quote including all optional items (both accepted and not accepted). This is calculated as the base Amount plus all Options Amount. This shows the maximum potential value of the quote.

• Quote phase report

  [Table] Field	Description
  [Quote Phase] Costs - billable (incl tax) per phase
  [Quote Phase] Costs - billable amount per phase
  [Quote Phase] Costs - cost per phase
  [Quote Phase] Description
  [Quote Phase] Phase
  [Quote Phase] Tasks - billable (incl tax) per phase
  [Quote Phase] Tasks - billable amount per phase
  [Quote Phase] Tasks - cost per phase
  [Quote Phase] Total - billable (incl tax) per phase
  [Quote Phase] Total - billable amount per phase
  [Quote Phase] Total - cost per phase
  [Quote] Accepted Options	The total value of optional items that have been accepted by the client. This is calculated as the sum of accepted optional items from both quote tasks and cost items. Only includes items that were previously marked as optional and have been accepted.
  [Quote] Amount	The total billable amount of the quote, excluding optional items. This includes only non-optional, billable tasks and costs (both tasks and cost items).
  [Quote] Amount + Accepted Options	The total amount of the quote including all accepted optional items. This is calculated as the Amount field plus the Accepted Options field. This represents the full value if all accepted options are included.
  [Quote] Budget	The budget amount set on the quote. This is a manually entered value that represents the planned budget for the work. Defaults to 0.00 if not specified.
  [Quote] Client	The client associated with the quote.
  [Quote] Contact	The primary contact person for the quote.
  [Quote] Date	The date shown on the quote document.
  [Quote] Date Accepted/Declined	The date when the quote was accepted or declined by the client. Formatted as "DD Mon YYYY" (e.g., "20 Apr 2024")
  [Quote] Declined Options	The total value of optional items that have been declined by the client. This is calculated from optional items marked as not accepted. Only includes items that were marked as optional, remain optional, and were specifically declined.
  [Quote] Description	The main description or details text of the quote. Provides context and notes about the quote, such as what the client needs, scope of work, or background information. Line breaks are removed for reporting purposes.
  [Quote] Estimated Cost	The estimated cost for completing the work outlined in the quote. This is a manually entered value representing your expected costs to deliver the work. Displayed as a formatted number with 2 decimal places, defaults to 0.00 if not specified.
  [Quote] Gross Profit %	The gross profit margin expressed as a percentage of the quote amount. Calculated as: ((Amount - Estimated Cost) / Amount) × 100. Returns 0.00 if the quote amount is zero. This helps you understand the profitability of the quote as a percentage.
  [Quote] Gross Profit Margin	The difference between the quote amount (excluding options) and the estimated cost. Calculated as: (Amount) - (Estimated Cost). This shows the expected profit in dollar terms if the quote is won.
  [Quote] Has Lead?	Indicates whether the quote is associated with a lead opportunity. Returns "Yes" if the quote has a lead_id (meaning it was created from a lead), otherwise "No". This helps you track which quotes came from your sales pipeline.
  [Quote] Job Number	The job number associated with the quote, if the quote has been converted to a job. Empty if the quote hasn't been converted yet.
  [Quote] Name	The name or title of the quote.
  [Quote] Number	The unique quote number assigned to this quote.
  [Quote] Options Amount	The total value of all optional items (both accepted and declined) on the quote. This includes all items marked as optional, regardless of their acceptance status. Calculated from both optional tasks and optional cost items.
  [Quote] Referral Source	The source through which the client (associated with this quote) was referred or acquired. This value comes from the client record, not the quote itself.
  [Quote] Status	The current state of the quote. Possible values include "Draft" (not yet sent), "Sent" (sent to client but not yet accepted/declined), "Accepted" (client accepted the quote), "Declined" (client declined the quote), "Expired" (valid date has passed without acceptance/decline).
  [Quote] Type	Either a Quote or an Estimate.
  [Quote] Valid To	The date until which the quote is valid. Shows when the quote offer expires.
  [Quote] Amount + Options	The total amount of the quote including all optional items (both accepted and not accepted). This is calculated as the base Amount plus all Options Amount. This shows the maximum potential value of the quote.

• Quote note report

  [Table] Field	Description
  [Quote Note] Added By	The user who created the note. Displays the full name (first name + last name) of the person who added the note.
  [Quote Note] Date	The date when the note was created, formatted as "DD Mon YYYY".
  [Quote Note] Phase	The phase or folder that the note is associated with. Notes can be organised by quote phases to group related information. If a note is not assigned to a specific phase, it displays as "Unassigned".
  [Quote Note] Text	The content of the note. This is the main text body containing the information or comment recorded. Line breaks and carriage returns are removed for reporting purposes.
  [Quote Note] Title	The title or subject line of the note. This provides a quick summary of what the note is about.
  [Quote] Accepted Options	The total value of optional items that have been accepted by the client. This is calculated as the sum of accepted optional items from both quote tasks and cost items. Only includes items that were previously marked as optional and have been accepted.
  [Quote] Amount	The total billable amount of the quote, excluding optional items. This includes only non-optional, billable tasks and costs (both tasks and cost items).
  [Quote] Amount + Accepted Options	The total amount of the quote including all accepted optional items. This is calculated as the Amount field plus the Accepted Options field. This represents the full value if all accepted options are included.
  [Quote] Budget	The budget amount set on the quote. This is a manually entered value that represents the planned budget for the work. Defaults to 0.00 if not specified.
  [Quote] Client	The client associated with the quote.
  [Quote] Contact	The primary contact person for the quote.
  [Quote] Date	The date shown on the quote document.
  [Quote] Date Accepted/Declined	The date when the quote was accepted or declined by the client. Formatted as "DD Mon YYYY" (e.g., "20 Apr 2024")
  [Quote] Declined Options	The total value of optional items that have been declined by the client. This is calculated from optional items marked as not accepted. Only includes items that were marked as optional, remain optional, and were specifically declined.
  [Quote] Description	The main description or details text of the quote. Provides context and notes about the quote, such as what the client needs, scope of work, or background information. Line breaks are removed for reporting purposes.
  [Quote] Estimated Cost	The estimated cost for completing the work outlined in the quote. This is a manually entered value representing your expected costs to deliver the work. Displayed as a formatted number with 2 decimal places, defaults to 0.00 if not specified.
  [Quote] Gross Profit %	The gross profit margin expressed as a percentage of the quote amount. Calculated as: ((Amount - Estimated Cost) / Amount) × 100. Returns 0.00 if the quote amount is zero. This helps you understand the profitability of the quote as a percentage.
  [Quote] Gross Profit Margin	The difference between the quote amount (excluding options) and the estimated cost. Calculated as: (Amount) - (Estimated Cost). This shows the expected profit in dollar terms if the quote is won.
  [Quote] Has Lead?	Indicates whether the quote is associated with a lead opportunity. Returns "Yes" if the quote has a lead_id (meaning it was created from a lead), otherwise "No". This helps you track which quotes came from your sales pipeline.
  [Quote] Job Number	The job number associated with the quote, if the quote has been converted to a job. Empty if the quote hasn't been converted yet.
  [Quote] Name	The name or title of the quote.
  [Quote] Number	The unique quote number assigned to this quote.
  [Quote] Options Amount	The total value of all optional items (both accepted and declined) on the quote. This includes all items marked as optional, regardless of their acceptance status. Calculated from both optional tasks and optional cost items.
  [Quote] Referral Source	The source through which the client (associated with this quote) was referred or acquired. This value comes from the client record, not the quote itself.
  [Quote] Status	The current state of the quote. Possible values include "Draft" (not yet sent), "Sent" (sent to client but not yet accepted/declined), "Accepted" (client accepted the quote), "Declined" (client declined the quote), "Expired" (valid date has passed without acceptance/decline).
  [Quote] Type	Either a Quote or an Estimate.
  [Quote] Valid To	The date until which the quote is valid. Shows when the quote offer expires.
  [Quote] Amount + Options	The total amount of the quote including all optional items (both accepted and not accepted). This is calculated as the base Amount plus all Options Amount. This shows the maximum potential value of the quote.

• Quote option report

  [Table] Field	Description
  [Quote Option Cost] Code	The code or reference number for the optional cost item. This is typically used to identify the item in your product or service catalog.
  [Quote Option Cost] Total Cost	The total cost for this optional cost item. Calculated as: Unit Cost × Quantity. This represents your internal cost for providing this optional item.
  [Quote Option Cost] Declined	Indicates whether this optional cost item has been declined by the client. Returns "Yes" if the item was explicitly declined, "No" if it was accepted, or NULL if no decision has been made yet.
  [Quote Option Cost] Cost Name	The description or name of the optional cost item. This is the text that describes what the optional cost is for.
  [Quote Option Cost] Note	Additional notes or details about the optional cost item. This field provides extra context or specifications about the item.
  [Quote Option Cost] Quantity	The quantity of this optional cost item. This is a numeric value representing how many units of this item are included.
  [Quote Option Cost] Supplier	The supplier associated with this optional cost item.
  [Quote Option Cost] Unit Cost	The cost per unit for this optional cost item. This is your internal cost for one unit of the item.
  [Quote Option Cost] Unit Price	The price per unit for this optional cost item. This is what you charge the client for one unit of the item.
  [Quote] Budget	The budget amount set on the quote. This is a manually entered value that represents the planned budget for the work. Defaults to 0.00 if not specified.
  [Quote] Client	The client associated with the quote.
  [Quote] Contact	The primary contact person for the quote.
  [Quote] Date	The date shown on the quote document.
  [Quote] Date Accepted/Declined	The date when the quote was accepted or declined by the client. Formatted as "DD Mon YYYY" (e.g., "20 Apr 2024")
  [Quote] Description	The main description or details text of the quote. Provides context and notes about the quote, such as what the client needs, scope of work, or background information. Line breaks are removed for reporting purposes.
  [Quote] Estimated Cost	The estimated cost for completing the work outlined in the quote. This is a manually entered value representing your expected costs to deliver the work. Displayed as a formatted number with 2 decimal places, defaults to 0.00 if not specified.
  [Quote] Has Lead?	Indicates whether the quote is associated with a lead opportunity. Returns "Yes" if the quote has a lead_id (meaning it was created from a lead), otherwise "No". This helps you track which quotes came from your sales pipeline.
  [Quote] Job Number	The job number associated with the quote, if the quote has been converted to a job. Empty if the quote hasn't been converted yet.
  [Quote] Name	The name or title of the quote.
  [Quote] Number	The unique quote number assigned to this quote.
  [Quote] Referral Source	The source through which the client (associated with this quote) was referred or acquired. This value comes from the client record, not the quote itself.
  [Quote] Status	The current state of the quote. Possible values include "Draft" (not yet sent), "Sent" (sent to client but not yet accepted/declined), "Accepted" (client accepted the quote), "Declined" (client declined the quote), "Expired" (valid date has passed without acceptance/decline).
  [Quote] Type	Either a Quote or an Estimate.
  [Quote] Valid To	The date until which the quote is valid. Shows when the quote offer expires.
  [Quote Option Cost] Amount	The billable amount for this specific optional cost item. Calculated based on whether the item uses fixed pricing (uses the amount field) or calculated pricing (uses the calculated field). Only includes billable items. Defaults to 0.00 if not specified.
  [Quote Option Task] Amount	The billable amount for this specific optional task. Calculated based on whether the task uses fixed pricing (uses the amount field) or calculated pricing (uses the calculated field). Only includes billable items. Defaults to 0.00 if not specified.
  [Quote Option Task] Base Rate	The base rate used for calculating the cost of this optional task. This is typically the internal cost rate for staff time.
  [Quote Option Task] Billable Rate	The rate charged to the client for this optional task. This is the hourly or unit rate used when calculating the billable amount.
  [Quote Option Task] Description	The description or detailed notes for this optional task. This provides additional context about what work is involved in this optional task.
  [Quote Option Task] Estimated Cost	The estimated internal cost for completing this optional task. This represents what it will cost you to deliver this work.
  [Quote Option Task] Estimated Time	The estimated time required to complete this optional task. Can be displayed in two formats based on your organisation's report time format setting: as decimal hours (e.g., "2.50" for 2 hours 30 minutes) or as HH:MM format (e.g., "02:30"). The underlying value is stored in minutes.
  [Quote Option Task] Label	A label or identifier for this optional task instance. Labels are useful when you have multiple instances of the same task type on a quote and need to distinguish between them.
  [Quote Option Task] Name	The name of the task assigned to this optional item. This is the task name from your task template library.
  [Quote Option Task] Name + Label	A combined field showing both the task name and label. If a label exists, it displays as "TaskName - Label", otherwise just shows the task name. This is useful for creating unique identifiers for task instances.

• Quote task report

  [Table] Field	Description
  [Quote Task] Amount	The billable amount for this specific task. For non-optional billable tasks, this is either the fixed price amount (if fixed price is enabled) or the calculated amount (estimated time × billable rate). Optional tasks show 0.00 until accepted.
  [Quote Task] Base Rate	The base hourly rate for the task before any markup or adjustments. This is the underlying cost rate for the work. Defaults to 0.00 if not set.
  [Quote Task] Billable	Indicates whether this task is billable to the client. Shows "Yes" if the task will be charged to the client, "No" if it's non-billable internal work.
  [Quote Task] Billable Rate	The hourly rate that will be charged to the client for this task. This may include markup over the base rate. Defaults to 0.00 if not set.
  [Quote Task] Description	The detailed description or notes about what this task involves. Provides additional context beyond the task name.
  [Quote Task] Estimated Cost	The estimated cost to deliver this task. This represents your expected expenses or internal costs for completing the task. Defaults to 0.00 if not set.
  [Quote Task] Estimated Time	The estimated time required to complete this task. Displayed according to your organisation's report time format setting: either as decimal hours (e.g., "2.50" for 2 hours 30 minutes) or in hours:minutes format (e.g., "02:30"). Defaults to 0.00 or "00:00" if not set.
  [Quote Task] Phase Description	The description of the phase or folder that this task belongs to. Phases help organise related tasks together within a quote.
  [Quote Task] Phase Name	The name of the phase or folder that this task is assigned to. If the task isn't assigned to a specific phase, this shows "Unassigned". Phases help organise your quote into logical sections or stages of work.
  [Quote Task] Invoiced	The amount that has been invoiced for this task if the quote was converted to a job and the task was subsequently invoiced. Shows the final invoiced amount from non-cancelled, non-draft invoices. Defaults to 0.00 if nothing has been invoiced.
  [Quote Task] Label	A custom label or identifier for this specific instance of the task. This allows you to differentiate multiple instances of the same task type within a quote.
  [Quote Task] Name	The name of the task. This comes from the task template that was added to the quote.
  [Quote Task] Name + Label	A combined display of the task name and its label. If a label exists, it's shown as "TaskName - Label". If no label is set, only the task name is shown. Format: "Name - Label" or "Name" if no label. This helps identify specific task instances in reports.
  [Quote] Accepted Options	The total value of optional items that have been accepted by the client. This is calculated as the sum of accepted optional items from both quote tasks and cost items. Only includes items that were previously marked as optional and have been accepted.
  [Quote] Amount	The total billable amount of the quote, excluding optional items. This includes only non-optional, billable tasks and costs (both tasks and cost items).
  [Quote] Amount + Accepted Options	The total amount of the quote including all accepted optional items. This is calculated as the Amount field plus the Accepted Options field. This represents the full value if all accepted options are included.
  [Quote] Budget	The budget amount set on the quote. This is a manually entered value that represents the planned budget for the work. Defaults to 0.00 if not specified.
  [Quote] Client	The client associated with the quote.
  [Quote] Contact	The primary contact person for the quote.
  [Quote] Date	The date shown on the quote document.
  [Quote] Date Accepted/Declined	The date when the quote was accepted or declined by the client. Formatted as "DD Mon YYYY" (e.g., "20 Apr 2024")
  [Quote] Declined Options	The total value of optional items that have been declined by the client. This is calculated from optional items marked as not accepted. Only includes items that were marked as optional, remain optional, and were specifically declined.
  [Quote] Description	The main description or details text of the quote. Provides context and notes about the quote, such as what the client needs, scope of work, or background information. Line breaks are removed for reporting purposes.
  [Quote] Estimated Cost	The estimated cost for completing the work outlined in the quote. This is a manually entered value representing your expected costs to deliver the work. Displayed as a formatted number with 2 decimal places, defaults to 0.00 if not specified.
  [Quote] Gross Profit %	The gross profit margin expressed as a percentage of the quote amount. Calculated as: ((Amount - Estimated Cost) / Amount) × 100. Returns 0.00 if the quote amount is zero. This helps you understand the profitability of the quote as a percentage.
  [Quote] Gross Profit Margin	The difference between the quote amount (excluding options) and the estimated cost. Calculated as: (Amount) - (Estimated Cost). This shows the expected profit in dollar terms if the quote is won.
  [Quote] Has Lead?	Indicates whether the quote is associated with a lead opportunity. Returns "Yes" if the quote has a lead_id (meaning it was created from a lead), otherwise "No". This helps you track which quotes came from your sales pipeline.
  [Quote] Job Number	The job number associated with the quote, if the quote has been converted to a job. Empty if the quote hasn't been converted yet.
  [Quote] Name	The name or title of the quote.
  [Quote] Number	The unique quote number assigned to this quote.
  [Quote] Options Amount	The total value of all optional items (both accepted and declined) on the quote. This includes all items marked as optional, regardless of their acceptance status. Calculated from both optional tasks and optional cost items.
  [Quote] Referral Source	The source through which the client (associated with this quote) was referred or acquired. This value comes from the client record, not the quote itself.
  [Quote] Status	The current state of the quote. Possible values include "Draft" (not yet sent), "Sent" (sent to client but not yet accepted/declined), "Accepted" (client accepted the quote), "Declined" (client declined the quote), "Expired" (valid date has passed without acceptance/decline).
  [Quote] Type	Either a Quote or an Estimate.
  [Quote] Valid To	The date until which the quote is valid. Shows when the quote offer expires.
  [Quote] Amount + Options	The total amount of the quote including all optional items (both accepted and not accepted). This is calculated as the base Amount plus all Options Amount. This shows the maximum potential value of the quote.
  [Task] Optional?	Indicates whether this task is marked as an optional item in the quote. Shows "Yes" if the task is optional (client can choose whether to include it), "No" if it's a standard included task.

• Recurring job report

  [Table] Field	Description
  [Client] Client Manager	The staff member assigned as the client manager for this client. Shows their full name (first name and last name). If no manager is assigned, this field will be empty.
  [Client] Address	The street address from the client's physical address. This is the main street line from the default physical address.
  [Client] Business Number	The client's business registration number (ABN, WPN, or equivalent depending on your region).
  [Client] Business Structure	The legal structure of the client's business (e.g., "Company", "Partnership", "Sole Trader", "Trust").
  [Client] Client	The name of the client.
  [Client] Country	The country from the client's physical address.
  [Client] Email	The email address for the client.
  [Client] Export Code	A custom code used for exporting client data to external systems (e.g., accounting software).
  [Client] Fax	The fax number for the client, if recorded.
  [Client] Group(s)	All client groups this client belongs to, shown as a comma-separated list. Client groups help you categorise and segment your client base.
  [Client] Job Manager	The staff member designated to manage jobs for this client. Shows their full name. This is different from the Client Manager.
  [Client] Phone	The phone number for the client.
  [Client] Post Code	The postal code from the client's physical address.
  [Client] Postal Address	The street address from the client's postal address. This may differ from the physical address if the client receives mail at a different location.
  [Client] Postal Country	The country from the client's postal address.
  [Client] Postal Post Code	The postal code from the client's postal address.
  [Client] Postal State/Region	The state or region from the client's physical address.
  [Client] Postal Town/City	The city from the client's postal address.
  [Client] Referral Source	How this client was referred to your business or where they came from.
  [Client] State/Region	The state or region from the client's physical address.
  [Client] Status	Indicates whether this record is a "Lead", "Client", or "Archived".
  [Client] Town/City	The town or city from the client's physical address.
  [Client] Type	The client type category assigned to this client (e.g., "Corporate", "Individual", "Government"). These types are customizable in your organisation settings.
  [Client] Zero Rated Tax	Indicates whether this client is set up for zero-rated tax (Yes/No). This is relevant for certain tax jurisdictions where goods or services are taxed at 0%.
  [Recurring job] Budget	The total budget allocated for the recurring job, displayed as a formatted number with two decimal places (e.g., "1,250.00"). If no budget is set, shows "0.00".
  [Recurring job] Client Order No.	The client's purchase order number or reference number for this recurring work.
  [Recurring job] Contact	The name of the primary contact person for this recurring job from the client's organisation.
  [Recurring job] Description	The detailed description or notes about what this recurring job involves.
  [Recurring job] Duration	How long the recurring pattern continues, shown as a number plus time period (e.g., "6 Months", "2 Weeks", "30 Days"). This tells you how long the job will keep generating new instances.
  [Recurring job] End Date	The date when the recurring job is scheduled to stop creating new job instances. After this date, no more jobs will be automatically generated from this recurring template.
  [Recurring job] Exclude from Estimated Billings	Whether this recurring job is excluded from estimated billing calculations. This helps you control which recurring work counts toward your revenue forecasts.
  [Recurring job] Job Manager	The staff member responsible for managing this recurring job. Shows their first and last name. If the manager has been deleted, "(deleted)" appears after their name.
  [Recurring job] Name	The recurring job's name. This uniquely identifies each recurring job in your reports.
  [Recurring job] Next Date	The next scheduled date when a new job will be automatically created from this recurring template.
  [Recurring job] Client Manager	The staff member assigned as the client manager for this client. Shows their full name (first name and last name). If no manager is assigned, this field will be empty.
  [Recurring job] Repeat	How often the job repeats (e.g., "Weekly", "Monthly", "Quarterly"). This is the frequency at which new job instances are created.
  [Recurring job] Staff	All staff members assigned to work on this recurring job, shown as a comma-separated list of names. Each name appears as "First Last". If a staff member has been deleted, "(deleted)" appears after their name.
  [Recurring job] Status	The state of the recurring job based on the job status you've configured in your organisation (e.g., "Active", "On Hold", "Completed").
  [Recurring job] Template	The job template being used for this recurring job. Each time a new job is created from the recurring pattern, it will use this template's tasks, costs, and settings.

• Supplier and contact report

  [Table] Field	Description
  [Supplier] Address
  [Supplier] Country
  [Supplier] Fax	The fax number for the supplier, if recorded.
  [Supplier] Phone	The primary phone number for the supplier.
  [Supplier] Post Code
  [Supplier] Postal Address
  [Supplier] Postal Country
  [Supplier] Postal Post Code
  [Supplier] Postal State/Region
  [Supplier] Postal Town/City
  [Supplier] State/Region
  [Supplier] Supplier	The name of the supplier.
  [Supplier] Town/City
  [Supplier] Web Site	The supplier's website URL.
  [Supplier] Zero Rated Tax	Indicates whether this supplier is set up for zero-rated GST/tax treatment (Yes/No). This is relevant for certain tax jurisdictions where goods or services are taxed at 0%.
  [SupplierContact] Contact
  [SupplierContact] Email
  [SupplierContact] Mobile
  [SupplierContact] Position
  [SupplierContact] Phone

• Task admin report

  [Table] Field	Description
  [Task] Base Rate	The base cost rate for the task. Displayed as a formatted number with 2 decimal places (e.g., "45.00"). This represents the internal cost or base rate for this type of work. If no base rate is set, it defaults to 0.00.
  [Task] Billable Rate	The billable charge-out rate for the task. This represents what you charge clients for this type of work. If no billable rate is set, it defaults to 0.00.
  [Task] Description	The detailed description of the task. Provides context about what the task involves, any specific requirements, or notes about how to complete the work. This helps ensure consistent understanding of what each task template is for.
  [Task] Name	The name of the task. This is the title or label that appears when selecting tasks in jobs, quotes, or other records. Use clear, descriptive names to make it easy for your team to find and use the right tasks.

• Time report

  [Table] Field	Description
  [Job] % Complete	The percentage of estimated time that has been used on the job. Calculated as (Actual Time ÷ Estimated Time) × 100. Displayed as a whole number (e.g., "75" for 75%). Shows 0 if no estimated time is set.
  [Job] Client Manager	The staff member assigned as the client manager for the job. Shows their full name (first name and last name). If no manager is assigned, this field will be empty.
  [Job] Billing Details	The name of the client used for billing purposes. If a separate billing client is set up, this shows that client's name. Otherwise, it shows the main client name.
  [Job] Budget	The budget amount set for the job. This is the total financial budget, not time-based. Displayed as a decimal number with 2 decimal places. Shows 0.00 if no budget is set.
  [Job] Capacity Reducing?	Indicates whether the job reduces available staff capacity in resource planning. Shows "Yes" if the job is set to reduce capacity, or "No" if it doesn't affect capacity calculations.
  [Job] Category	The job category assigned to the job, used for organising and classifying different types of work.
  [Job] Client	The client for this job.
  [Job] Client Order No.	The client's order number for this job.
  [Job] Completed Date	The date when the job was completed. This is set when the job status is changed to a completed state. Shows when the job was finished.
  [Job] Contact	The primary contact person for the job. Displays the contact's first and last names. This field is empty if no contact is assigned.
  [Job] Description	The text of the description field on the job. Provides additional details or context about the work to be performed.
  [Job] Due Date	The date by which the job is expected to be completed. This is the job's deadline or target completion date.
  [Job] Exclude from WIP?	Indicates whether the job is excluded from Work in Progress (WIP) reporting. Shows "Yes" if excluded from estimated billing reports, or "No" if included in WIP calculations.
  [Job] Invoiced	The total amount that has been invoiced for this job, excluding tax. This includes both tasks and costs that have been billed.
  [Job] Job No.	The unique job number assigned to the job.
  [Job] Job Summary	A combined display of the job number and name. Displays as "JobNumber - JobName" for easy identification in reports.
  [Job] Milestones	A comma-separated list of all milestone names on this job, showing all milestones regardless of completion status.
  [Job] Milestones (Completed)	A comma-separated list of milestone names that have been marked as completed on this job.
  [Job] Milestones (Uncompleted)	A comma-separated list of milestone names that have not yet been completed on this job.
  [Job] Name	The name of the job or the job title.
  [Job] Priority	The priority level assigned to the job. Shows "Low", "Normal", "High", or "Immediate" based on the job's priority setting.
  [Job] Staff	A comma-separated list of staff members (organisation users) who are assigned to this job. Shows all staff allocated to work on the job. If no staff are assigned, displays "No Staff assigned".
  [Job] Start Date	The planned or actual start date for the job. This is when the job is scheduled to begin or when work started.
  [Time] Base Rate	The base hourly rate for the time entry. This is the standard rate before any adjustments or calculations are applied.
  [Time] Billable	Indicates whether the time entry is billable to the client. Shows "Yes" if the time is billable and the job is capacity reducing, otherwise "No". Non-billable time won't be included in client invoices.
  [Time] Billable Amount	The amount that can be billed to the client for this time entry. Calculated based on the charge rate × time logged. If the time is not billable, shows 0. This is the revenue value of the time entry.
  [Time] Billable Amount (Totalled)	The sum of all billable amounts in the report selection. This aggregate field adds up the billable amounts across multiple time entries, useful for understanding total billable value in a date range or for a specific job/staff member.
  [Time] Billable Rate	The hourly rate used to calculate the billable amount for this time entry. This is the charge rate applied to the client and may differ from the base rate.
  [Time] Cost	The cost amount for this time entry. Calculated based on the cost rate × time logged. This represents the internal cost of the time, used for profitability analysis.
  [Time] Cost (Totalled)	The sum of all cost amounts in the report selection. This aggregate field adds up the costs across multiple time entries, useful for analysing total labour costs for a project, period, or staff member.
  [Time] Date	The date when the time was logged or when the work was performed. Shows the calendar date of the time entry. This helps you track when work occurred and analyse time patterns over periods.
  [Time] Finish	The time when work finished for this time entry. Displayed in 24-hour format (HH:MM, e.g., "17:30"). Shows the end time of the work session. Useful for understanding when staff finish their work and analysing work patterns.
  [Time] Note	The note or description entered with the time entry. Provides context about what work was performed during this time period. Shows the timesheet notes that staff members add to describe their activities.
  [Time] Start	The time when work started for this time entry. Displayed in 24-hour format (HH:MM, e.g., "09:00"). Shows the beginning time of the work session. Useful for understanding when staff start their work and tracking work hours.
  [Time] Submitted	Indicates whether the time entry has been submitted for approval. Shows "Yes" if the time has been submitted and locked for approval, otherwise "No". Submitted time entries typically can't be edited by staff until approved or rejected.
  [Time] Time	The duration of the time entry. Format depends on your organisation's time format setting: either decimal hours (e.g., "3.50" for 3 hours 30 minutes) or hours:minutes format (e.g., "03:30"). This is the actual time logged by the staff member.
  [Time] Time (Totalled)	The sum of all time durations in the report selection. This aggregate field totals the time across multiple entries. Format matches your organization's time format setting (decimal or HH:MM). Useful for understanding total hours worked on a job, by a staff member, or in a period.
  [Staff] Name	The full name of the staff member who logged the time, displayed as "FirstName LastName". Shows "(deleted)" suffix if the user has been removed from the organisation.
  [Staff] Payroll Code	The payroll code assigned to the staff member, used for integration with payroll systems and reporting.
  [Job Task] Actual Time	The total time that has been logged against this job task. Format depends on your organisation's time format setting: either decimal hours (e.g., "12.50") or hours:minutes format (e.g., "12:30"). This is the sum of all time entries for the task.
  [Job Task] Billable	Indicates whether the task is set as billable. Shows "Yes" if the task is marked as billable, otherwise "No". This determines whether time logged to this task will be billed to the client (subject to job and time entry settings).
  [Job Task] Estimated Time	The estimated time allocated for completing this task. Format depends on your organization's time format setting: either decimal hours or hours:minutes format. This is the time you budgeted for the task when planning the job.
  [Job Task] Phase	The phase that the task belongs to within the job. Shows the phase name used to organise tasks into logical groups or project phases. Helps you understand which part of the job this task relates to.
  [Job Task] Label	A custom label or additional description for the task. This optional field provides extra context or distinguishes between similar tasks. Shows empty if no label has been set.
  [Job Task] Name	The name of the task template that this job task is based on. Shows the task name from your task library (e.g., "Review", "Preparation", "Client Meeting"). This is the standard task name.
  [Job Task] Name + Label	A combined view of the task name and label. Displayed as "Name - Label" or just "Name" if no label exists. Useful when you need both the standard task name and custom label for full identification.
  [Job Task] Remaining Time	The amount of time remaining on the task. Calculated as estimated time minus actual time logged. Format depends on your organisation's time format setting. Can be negative if more time has been logged than estimated, indicating the task is over budget.
  [Job] Status	The current status of the job. Displays the name of the job status (e.g., "In Progress", "Awaiting Approval").
  [Job] Job Manager	The user who is managing this job. Displays the full name (first name and last name) of the job manager assigned to this job.
  [Time] Invoiced Amount	The amount from this time entry that has been included in client invoices. This may differ from billable amount if there were write-ons or write-offs applied during invoicing.
  [Time] Invoiced Amount (Totalled)	The sum of all time durations in the report selection. This aggregate field totals the time across multiple entries. Format matches your organization's time format setting (decimal or HH:MM). Useful for understanding total hours worked on a job, by a staff member, or in a period.
  [Time] Write On Amount	The write-on (markup) or write-off (markdown) amount applied during invoicing. Positive values indicate write-ons (charging more than the billable amount), negative values indicate write-offs (charging less).
  [Time] Write On Amount (Totalled)	The sum of all write-on/write-off amounts in the report selection. This aggregate field helps you understand total adjustments made during invoicing, useful for profitability analysis and pricing strategy.

• Time productivity report

  [Table] Field	Description
  [Job] % Complete	The percentage of estimated time that has been used on the job. Calculated as (Actual Time ÷ Estimated Time) × 100. Displayed as a whole number (e.g., "75" for 75%). Shows 0 if no estimated time is set.
  [Job] Client Manager	The staff member assigned as the client manager for the job. Shows their full name (first name and last name). If no manager is assigned, this field will be empty.
  [Job] Billing Details	The name of the client used for billing purposes. If a separate billing client is set up, this shows that client's name. Otherwise, it shows the main client name.
  [Job] Budget	The budget amount set for the job. This is the total financial budget, not time-based. Displayed as a decimal number with 2 decimal places. Shows 0.00 if no budget is set.
  [Job] Capacity Reducing?	Indicates whether the job reduces available staff capacity in resource planning. Shows "Yes" if the job is set to reduce capacity, or "No" if it doesn't affect capacity calculations.
  [Job] Category	The job category assigned to the job, used for organising and classifying different types of work.
  [Job] Client	The client for this job.
  [Job] Client Order No.	The client's order number for this job.
  [Job] Completed Date	The date when the job was completed. This is set when the job status is changed to a completed state. Shows when the job was finished.
  [Job] Contact	The primary contact person for the job. Displays the contact's first and last names. This field is empty if no contact is assigned.
  [Job] Description	The text of the description field on the job. Provides additional details or context about the work to be performed.
  [Job] Due Date	The date by which the job is expected to be completed. This is the job's deadline or target completion date.
  [Job] Exclude from WIP?	Indicates whether the job is excluded from Work in Progress (WIP) reporting. Shows "Yes" if excluded from estimated billing reports, or "No" if included in WIP calculations.
  [Job] Invoiced	The total amount that has been invoiced for this job, excluding tax. This includes both tasks and costs that have been billed.
  [Job] Job No.	The unique job number assigned to the job.
  [Job] Job Summary	A combined display of the job number and name. Displays as "JobNumber - JobName" for easy identification in reports.
  [Job] Milestones	A comma-separated list of all milestone names on this job, showing all milestones regardless of completion status.
  [Job] Milestones (Completed)	A comma-separated list of milestone names that have been marked as completed on this job.
  [Job] Milestones (Uncompleted)	A comma-separated list of milestone names that have not yet been completed on this job.
  [Job] Name	The name of the job or the job title.
  [Job] Priority	The priority level assigned to the job. Shows "Low", "Normal", "High", or "Immediate" based on the job's priority setting.
  [Job] Staff	A comma-separated list of staff members (organisation users) who are assigned to this job. Shows all staff allocated to work on the job. If no staff are assigned, displays "No Staff assigned".
  [Job] Start Date	The planned or actual start date for the job. This is when the job is scheduled to begin or when work started.
  [Time Productivity] % Billable	The percentage of total time that is billable. Calculated by dividing billable time by total time and multiplying by 100. This shows what proportion of logged time generates revenue. Displayed with 2 decimal places (e.g., "75.50" for 75.5% billable).
  [Time Productivity] Billable Time	The total amount of time logged as billable. This is time that has been marked as billable and represents work that can be charged to clients. Displayed in your organisation's preferred time format: either as decimal hours (e.g., "24.50" for 24 hours 30 minutes) or as time format (e.g., "24:30").
  [Time Productivity] Date	The date when the timesheet entry was recorded. This is the date the work was performed, not when the timesheet was created. Useful for analysing time trends over specific periods.
  [Time Productivity] Non Billable Time	The total amount of time logged as non-billable. This is time that has been marked as non-billable and typically includes internal work, training, or administrative tasks that aren't charged to clients. Displayed in your organisation's preferred time format (decimal hours or time format).
  [Time Productivity] Total Time	The total time logged across all timesheets, combining both billable and non-billable time. This represents all work time recorded. Displayed in your organisation's preferred time format (decimal hours or time format).
  [Staff] Name	The full name of the staff member who logged the time, displayed as "FirstName LastName". Shows "(deleted)" suffix if the user has been removed from the organisation.
  [Staff] Payroll Code	The payroll code assigned to the staff member, used for integration with payroll systems and reporting.
  [Job Task] Actual Time	The total time that has been logged against this job task. Format depends on your organisation's time format setting: either decimal hours (e.g., "12.50") or hours:minutes format (e.g., "12:30"). This is the sum of all time entries for the task.
  [Job Task] Billable	Indicates whether the task is set as billable. Shows "Yes" if the task is marked as billable, otherwise "No". This determines whether time logged to this task will be billed to the client (subject to job and time entry settings).
  [Job Task] Estimated Time	The estimated time allocated for completing this task. Format depends on your organization's time format setting: either decimal hours or hours:minutes format. This is the time you budgeted for the task when planning the job.
  [Job Task] Phase	The phase that the task belongs to within the job. Shows the phase name used to organise tasks into logical groups or project phases. Helps you understand which part of the job this task relates to.
  [Job Task] Label	A custom label or additional description for the task. This optional field provides extra context or distinguishes between similar tasks. Shows empty if no label has been set.
  [Job Task] Name	The name of the task template that this job task is based on. Shows the task name from your task library (e.g., "Review", "Preparation", "Client Meeting"). This is the standard task name.
  [Job Task] Name + Label	A combined view of the task name and label. Displayed as "Name - Label" or just "Name" if no label exists. Useful when you need both the standard task name and custom label for full identification.
  [Job Task] Remaining Time	The amount of time remaining on the task. Calculated as estimated time minus actual time logged. Format depends on your organisation's time format setting. Can be negative if more time has been logged than estimated, indicating the task is over budget.
  [Job] Job Manager	The user who is managing this job. Displays the full name (first name and last name) of the job manager assigned to this job.
  [Job] Status	The current status of the job. Displays the name of the job status (e.g., "In Progress", "Awaiting Approval").

• WIP ledger report

  [Table] Field	Description
  [Client] Client Manager	The staff member assigned as the client manager for this client. Shows their full name (first name and last name). If no manager is assigned, this field will be empty.
  [Client] Address	The street address from the client's physical address. This is the main street line from the default physical address.
  [Client] Business Number	The client's business registration number (ABN, WPN, or equivalent depending on your region).
  [Client] Business Structure	The legal structure of the client's business (e.g., "Company", "Partnership", "Sole Trader", "Trust").
  [Client] Client	The name of the client.
  [Client] Country	The country from the client's physical address.
  [Client] Email	The email address for the client.
  [Client] Export Code	A custom code used for exporting client data to external systems (e.g., accounting software).
  [Client] Fax	The fax number for the client, if recorded.
  [Client] Group(s)	All client groups this client belongs to, shown as a comma-separated list. Client groups help you categorise and segment your client base.
  [Client] Job Manager	The staff member designated to manage jobs for this client. Shows their full name. This is different from the Client Manager.
  [Client] Phone	The phone number for the client.
  [Client] Post Code	The postal code from the client's physical address.
  [Client] Postal Address	The street address from the client's postal address. This may differ from the physical address if the client receives mail at a different location.
  [Client] Postal Country	The country from the client's postal address.
  [Client] Postal Post Code	The postal code from the client's postal address.
  [Client] Postal State/Region	The state or region from the client's physical address.
  [Client] Postal Town/City	The city from the client's postal address.
  [Client] Referral Source	How this client was referred to your business or where they came from.
  [Client] State/Region	The state or region from the client's physical address.
  [Client] Status	Indicates whether this record is a "Lead", "Client", or "Archived".
  [Client] Town/City	The town or city from the client's physical address.
  [Client] Type	The client type category assigned to this client (e.g., "Corporate", "Individual", "Government"). These types are customizable in your organisation settings.
  [Client] Zero Rated Tax	Indicates whether this client is set up for zero-rated tax (Yes/No). This is relevant for certain tax jurisdictions where goods or services are taxed at 0%.
  [Job] % Complete	The percentage of estimated time that has been used on the job. Calculated as (Actual Time ÷ Estimated Time) × 100. Displayed as a whole number (e.g., "75" for 75%). Shows 0 if no estimated time is set.
  [Job] Client Manager	The staff member assigned as the client manager for the job. Shows their full name (first name and last name). If no manager is assigned, this field will be empty.
  [Job] Billing Details	The name of the client used for billing purposes. If a separate billing client is set up, this shows that client's name. Otherwise, it shows the main client name.
  [Job] Budget	The budget amount set for the job. This is the total financial budget, not time-based. Displayed as a decimal number with 2 decimal places. Shows 0.00 if no budget is set.
  [Job] Capacity Reducing?	Indicates whether the job reduces available staff capacity in resource planning. Shows "Yes" if the job is set to reduce capacity, or "No" if it doesn't affect capacity calculations.
  [Job] Category	The job category assigned to the job, used for organising and classifying different types of work.
  [Job] Client	The client for this job.
  [Job] Client Order No.	The client's order number for this job.
  [Job] Completed Date	The date when the job was completed. This is set when the job status is changed to a completed state. Shows when the job was finished.
  [Job] Contact	The primary contact person for the job. Displays the contact's first and last names. This field is empty if no contact is assigned.
  [Job] Description	The text of the description field on the job. Provides additional details or context about the work to be performed.
  [Job] Due Date	The date by which the job is expected to be completed. This is the job's deadline or target completion date.
  [Job] Exclude from WIP?	Indicates whether the job is excluded from Work in Progress (WIP) reporting. Shows "Yes" if excluded from estimated billing reports, or "No" if included in WIP calculations.
  [Job] Invoiced	The total amount that has been invoiced for this job, excluding tax. This includes both tasks and costs that have been billed.
  [Job] Job No.	The unique job number assigned to the job.
  [Job] Job Summary	A combined display of the job number and name. Displays as "JobNumber - JobName" for easy identification in reports.
  [Job] Milestones	A comma-separated list of all milestone names on this job, showing all milestones regardless of completion status.
  [Job] Milestones (Completed)	A comma-separated list of milestone names that have been marked as completed on this job.
  [Job] Milestones (Uncompleted)	A comma-separated list of milestone names that have not yet been completed on this job.
  [Job] Name	The name of the job or the job title.
  [Job] Priority	The priority level assigned to the job. Shows "Low", "Normal", "High", or "Immediate" based on the job's priority setting.
  [Job] Staff	A comma-separated list of staff members (organisation users) who are assigned to this job. Shows all staff allocated to work on the job. If no staff are assigned, displays "No Staff assigned".
  [Job] Start Date	The planned or actual start date for the job. This is when the job is scheduled to begin or when work started.
  [Ledger] Billable	Indicates whether the ledger entry is billable to the client. Shows "Yes" if the entry can be charged to the client, otherwise "No". This helps you identify which work will appear on invoices.
  [Ledger] Billable Amount	The amount that will be charged to the client for this ledger entry. For non-billable entries, this shows 0.00. This is the actual charge amount, which may differ from the standard amount due to custom rates or adjustments.
  [Ledger] Billable Amount (Totalled)	The sum of all billable amounts for the grouped ledger entries. Useful when grouping by client, job, or staff to see total billable value.
  [Ledger] Billable Rate	The hourly or unit rate being charged to the client for this entry. For time entries, this is the charge rate per hour. For disbursements, this is the charge rate per unit.
  [Ledger] Billed?	Shows whether the ledger entry has been invoiced. Possible values: "Yes - Invoiced" (included on an invoice), "Yes - Written Off" (marked as written off without invoicing), or "No" (still unbilled). This helps you identify which WIP entries are still outstanding.
  [Ledger] Date	The date when the work was performed or the cost was incurred. Formatted as "DD Mon YYYY" (e.g., "15 Mar 2024"). This is the entry date that determines when the WIP was created, not when it was invoiced.
  [Ledger] Description	A description of the work performed or cost incurred. For time entries, shows the task name and label (e.g., "Consulting - Q1 Planning"). For disbursements, shows the cost description. For invoice items, shows the item description. This provides context for each ledger entry.
  [Ledger] Invoice Number	The invoice number if this ledger entry has been billed. Shows the invoice reference number (e.g., "INV-1234") when the entry appears on an invoice, otherwise blank. Use this to cross-reference with specific invoices.
  [Ledger] Invoiced Amount	The amount that was actually invoiced to the client for this entry. This may differ from the billable amount if adjustments were made during invoicing. For unbilled entries, this shows 0.00.
  [Ledger] Invoiced Amount (Totalled)	The sum of all invoiced amounts for the grouped ledger entries. Useful when grouping to see total invoiced value.
  [Ledger] Invoiced Date	The date when this ledger entry was invoiced. Formatted as "DD Mon YYYY" (e.g., "20 Apr 2024"). Blank for unbilled entries or written-off items.
  [Ledger] Invoiced Time	The amount of time that was invoiced for time-based ledger entries. Displayed either in decimal hours (e.g., "2.50" for 2 hours 30 minutes) or time format (e.g., "02:30"), depending on your organisation's time format setting. Only applicable for time and additional time entries.
  [Ledger] Invoiced Time (Totalled)	The total invoiced time across all grouped ledger entries. Format matches your organization's time format setting (decimal hours or HH:MM). Useful for seeing total billed time by client, job, or staff member.
  [Ledger] Ledger Type	The category of WIP entry. Possible values: "Time" (timesheet entries), "Disbursement" (job costs), "Interims" (interim fees added to invoices), "Additional Time" (manual time entries added to invoices), or "Additional Disbursement" (manual cost entries added to invoices). This helps you understand the source of each ledger entry.
  [Ledger] Note	Additional notes or comments recorded with the entry. For time entries, shows the notes from the timesheet. For disbursements, shows notes from the cost entry. These provide extra context about the work performed or cost incurred.
  [Ledger] Quantity	The quantity or number of units for this entry. For time entries, this is the duration in minutes. For disbursements, this is the number of units (e.g., kilometers, items). This is the base quantity before any rate calculations.
  [Ledger] Staff	The name of the staff member who performed the work or incurred the cost. Displays the full name (first name + last name). If the staff member has been deleted, shows "(deleted)" after their name. This helps you track individual staff productivity and billable work.
  [Ledger] Standard Amount	The standard billable amount for this entry based on standard rates This is what would have been charged at your standard rates, before any custom pricing or adjustments.
  [Ledger] Standard Amount (Totalled)	The sum of all standard amounts for the grouped ledger entries. Useful for comparing what you could have charged at standard rates versus what was actually charged. Formatted to 2 decimal places.
  [Ledger] Standard Rate	The standard hourly or unit rate for this type of work or cost. This is your organization's default rate before any client-specific pricing or adjustments.
  [Ledger] Time	The time duration for time-based ledger entries. Displayed either in decimal hours (e.g., "2.50") or time format (e.g., "02:30"), depending on your organisation's time format setting. Only applicable for time entries (timesheets, additional time).
  [Ledger] Time (Totalled)	The total time across all grouped ledger entries. Format matches your organization's time format setting (decimal hours or HH:MM). Useful for seeing total time by client, job, task, or staff member.
  [Ledger] Write On Amount	The amount added (written up) or subtracted (written down) from the standard amount. A positive value means the billable amount is higher than standard; a negative value means it's lower. This shows pricing adjustments made for the client or job.
  [Ledger] Write On Amount (Totalled)	The sum of all write-on amounts for the grouped ledger entries. Shows total adjustments (positive or negative) from standard pricing.
  [Job] Status	The current status of the job. Displays the name of the job status (e.g., "In Progress", "Awaiting Approval").
  [Job] Job Manager	The user who is managing this job. Displays the full name (first name and last name) of the job manager assigned to this job.
  [Ledger] Last WIP Date	The most recent date when any WIP entry was created for this job or client. Formatted as "DD Mon YYYY" (e.g., "28 Apr 2024"). This helps you identify jobs that may have been inactive for a while or need attention.

• Work in progress report

  [Table] Field	Description
  [Client] Client Manager	The staff member assigned as the client manager for this client. Shows their full name (first name and last name). If no manager is assigned, this field will be empty.
  [Client] Address	The street address from the client's physical address. This is the main street line from the default physical address.
  [Client] Balance Date	The month of the client's balance date (e.g., "March", "June"). This field is often used for financial reporting or tracking when client balances are calculated.
  [Client] Billing Details	The name of the client used for billing purposes. If a separate billing client is specified, this shows that client's name; otherwise, it shows the main client name.
  [Client] Business Number	The client's business registration number (ABN, WPN, or equivalent depending on your region).
  [Client] Business Structure	The legal structure of the client's business (e.g., "Company", "Partnership", "Sole Trader", "Trust").
  [Client] Client	The name of the client.
  [Client] Company Number	The client's company registration number (ACN or equivalent). This applies to incorporated entities.
  [Client] Country	The country from the client's physical address.
  [Client] Email	The email address for the client.
  [Client] Export Code	A custom code used for exporting client data to external systems (e.g., accounting software).
  [Client] Fax	The fax number for the client, if recorded.
  [Client] Group(s)	All client groups this client belongs to, shown as a comma-separated list. Client groups help you categorise and segment your client base.
  [Client] Job Manager	The staff member designated to manage jobs for this client. Shows their full name. This is different from the Client Manager.
  [Client] Phone	The phone number for the client.
  [Client] Post Code	The postal code from the client's physical address.
  [Client] Postal Address	The street address from the client's postal address. This may differ from the physical address if the client receives mail at a different location.
  [Client] Postal Country	The country from the client's postal address.
  [Client] Postal Post Code	The postal code from the client's postal address.
  [Client] Postal State/Region	The state or region from the client's physical address.
  [Client] Postal Town/City	The city from the client's postal address.
  [Client] Referral Source	How this client was referred to your business or where they came from.
  [Client] State/Region	The state or region from the client's physical address.
  [Client] Status	Indicates whether this record is a "Lead", "Client", or "Archived".
  [Client] Town/City	The town or city from the client's physical address.
  [Client] Type	The client type category assigned to this client (e.g., "Corporate", "Individual", "Government"). These types are customizable in your organisation settings.
  [Client] Web Site	The client's website URL.
  [Client] Zero Rated Tax	Indicates whether this client is set up for zero-rated tax (Yes/No). This is relevant for certain tax jurisdictions where goods or services are taxed at 0%.
  [Contact] Contact	The contact person at the client organisation.
  [Contact] Email	The email address of the contact person.
  [Contact] Mobile	The mobile phone number of the contact person.
  [Contact] Phone	The phone number of the contact person.
  [Contact] Position	The job title or position of the contact person at the client organisation.
  [Category] Category	The name of the job category assigned to the job. Job categories help organise and classify different types of work (e.g., "Consulting", "Development", "Support").
  [Job] Status	The current status of the job. Displays the name of the job status (e.g., "In Progress", "Awaiting Approval").
  [Job] % Complete	The percentage of estimated time that has been used on the job. Calculated as (Actual Time ÷ Estimated Time) × 100. Displayed as a whole number (e.g., "75" for 75%). Shows 0 if no estimated time is set.
  [Job] Actual Time	The total amount of time logged on the job across all timesheets and staff members. Format depends on your organisation's report time format setting: either decimal hours (e.g., "12.50") or time format (e.g., "12:30").
  [Job] Actual Time this Month	The total amount of time logged on the job during the current calendar month. Format depends on your organization's report time format setting: either decimal hours or time format. Shows 0.00 if no time has been logged this month.
  [Job] Billable	The total billable amount for the job, including both billable time and billable costs. Calculated as Billable (Time) + Billable (Costs). Displayed with 2 decimal places.
  [Job] Billable (Costs)	The total billable value of all actual, billable costs added to the job, excluding deposits. Displayed with 2 decimal places.
  [Job] Billable (Time)	The total billable value of all time logged on the job, calculated using the appropriate billable rates (custom rates, client rates, task rates, or staff rates). Displayed with 2 decimal places.
  [Job] Budget	The budget amount set for the job. This is the total financial budget, not time-based. Displayed as a decimal number with 2 decimal places. Shows 0.00 if no budget is set.
  [Job] Client Order No.	The client's order number for this job.
  [Job] Completed Date	The date when the job was completed. This is set when the job status is changed to a completed state. Shows when the job was finished.
  [Job] Cost	The total current cost value of expenses on the job.
  [Job] Date Created	The date when the job was first created in the system. This shows when the job record was originally set up.
  [Job] Date Last Invoiced	The date of the most recent invoice created for this job. Shows when the job was last billed to the client. Empty if the job has never been invoiced.
  [Job] Date Last Payment	The date of the most recent payment received against invoices for this job. Shows when the client last paid for work on this job. Empty if no payments have been received.
  [Job] Date Time Last Entered	The date when time was last entered on this job. Shows the most recent timesheet entry date, helping identify which jobs have recent activity.
  [Job] Description	The text of the description field on the job. Provides additional details or context about the work to be performed.
  [Job] Draft Invoice	The total amount in draft invoices for this job, excluding tax. Shows unbilled work that has been added to draft invoices but not yet finalised.
  [Job] Due Date	The date by which the job is expected to be completed. This is the job's deadline or target completion date.
  [Job] Estimated Billings	Billable unbilled WIP
  [Job] Estimated Time	The total estimated time budgeted for the job. This is the sum of all estimated time from job tasks. Displayed in your organisation's preferred time format (decimal hours or time format).
  [Job] Has Tasks?	Indicates whether the job has any tasks set up. Shows "Yes" if one or more tasks exist on the job, otherwise "No".
  [Job] Invoiced	The total amount that has been invoiced for this job, excluding tax. This includes both tasks and costs that have been billed.
  [Job] Job No.	The unique job number assigned to the job.
  [Job] Job Summary	A combined display of the job number and name. Displays as "JobNumber - JobName" for easy identification in reports.
  [Job] Job Manager	The user who is managing this job. Displays the full name (first name and last name) of the job manager assigned to this job.
  [Job] Milestones	A comma-separated list of all milestone names on this job, showing all milestones regardless of completion status.
  [Job] Milestones (Completed)	A comma-separated list of milestone names that have been marked as completed on this job.
  [Job] Milestones (Uncompleted)	A comma-separated list of milestone names that have not yet been completed on this job.
  [Job] Name	The name of the job or the job title.
  [Job] Priority	The priority level assigned to the job. Shows "Low", "Normal", "High", or "Immediate" based on the job's priority setting.
  [Job] Quoted	The total quoted amount for the job, excluding tax. This is the sum of all quoted amounts from quotes associated with this job.
  [Job] Remaining Time	The estimated time remaining on the job. Calculated as estimated time minus actual time logged. A positive value shows time still available in the budget; a negative value indicates the job has exceeded its time estimate. Displayed in your organisation's preferred time format.
  [Job] Staff	A comma-separated list of staff members (organisation users) who are assigned to this job. Shows all staff allocated to work on the job. If no staff are assigned, displays "No Staff assigned".
  [Job] Start Date	The planned or actual start date for the job. This is when the job is scheduled to begin or when work started.

• Write offs payments report

  [Table] Field	Description
  [Invoice] Aged Days	Shows the aging category for the invoice based on the due date. Values include: "Paid" (invoice has been paid), "Current" (not yet due), "30" (1-30 days overdue), "60" (31-60 days overdue), "90" (61-90 days overdue), or "90+" (more than 90 days overdue). This helps identify which invoices need follow-up.
  [Invoice] Amount	The total invoice amount excluding tax. Displayed as a formatted number with 2 decimal places (e.g., "1,250.00"). This is the approved amount for the invoice.
  [Invoice] Amount (Totalled)	The sum of invoice amounts excluding tax, aggregated across invoices. Used for creating totals in reports when grouping by other fields.
  [Invoice] Amount (incl tax)	The total invoice amount including tax. Calculated as the approved amount plus the approved tax amount. This is the full amount the client will be charged.
  [Invoice] Amount Outstanding (incl tax)	The remaining balance to be paid on the invoice including tax. Calculated as the total amount (including tax) minus any payments received. This shows what the client still owes.
  [Invoice] Amount Paid	The total amount paid towards this invoice so far. Represents the sum of all payments received against this invoice.
  [Invoice] Billing Type	The Billing type for this invoice. Either Actual, Quoted, or Miscellaneous.
  [Invoice] Client	The client name for this invoice.
  [Invoice] Client Order No.	A comma-separated list of client order numbers from all jobs linked to this invoice. Helps track which client purchase orders or work requests are being billed.
  [Invoice] Contact	The contact person at the client organisation who this invoice is addressed to.
  [Invoice] Costs Invoiced	The total amount from costs (expenses) that have been included on this invoice, charged at the billable rate. This represents the revenue from expenses you've passed through to the client.
  [Invoice] Costs Invoiced (at cost)	The actual cost value of expenses included on this invoice - the amount you paid for the costs before markup. Compare this to "Costs Invoiced" to see your markup on expenses.
  [Invoice] Date	The date when the invoice was created or issued. This is the invoice date shown on the invoice document.
  [Invoice] Date Paid	The date when the invoice was fully paid. Shows the date the final payment was received that brought the outstanding balance to zero. Empty if the invoice hasn't been fully paid yet.
  [Invoice] Description	The description field on the invoice. Provides additional details or context about what's being invoiced.
  [Invoice] Due Date	The date payment of the invoice is expected.
  [Invoice] Invoice No.	The invoice number assigned to this invoice.
  [Invoice] Job Category	A comma-separated list of all job categories from jobs linked to this invoice, sorted alphabetically. Shows the type or category of work being invoiced (e.g., "Consulting", "Design", "Development").
  [Invoice] Job Name(s)	A comma-separated list of all job names linked to this invoice, sorted alphabetically. Shows which jobs are being billed on this invoice.
  [Invoice] Job Number(s)	A comma-separated list of all job numbers linked to this invoice, sorted in order. These are the unique reference numbers for the jobs being invoiced.
  [Invoice] Paid	Indicates whether the invoice has been fully paid. Shows "Yes" if a payment date exists (meaning the invoice balance has been paid in full), otherwise "No".
  [Invoice] Quote Number(s)	A comma-separated list of quote numbers from quotes associated with the jobs on this invoice, sorted in order. Shows which quotes led to the work being invoiced.
  [Invoice] Referral Source	The source through which the client was referred or acquired. Shows how the client originally came to your organization. Same as the Client Referral Source field.
  [Invoice] Sent	Indicates whether the invoice has been sent to the client. Shows "Yes" if the invoice has been emailed or marked as sent, otherwise "No".
  [Invoice] Tasks Invoiced	The total amount from tasks (time-based work) that have been included on this invoice. This shows the billable value of time logged on jobs.
  [Invoice] Type	Shows the type of invoice. Either Progress, Final, or Miscellaneous
  [Write Off] Amount	The amount that was written off from the invoice. This represents the portion of the invoice balance that was forgiven rather than collected.
  [Write Off] Date	The date when the write-off was applied to the invoice. This shows when the remaining balance was officially written off.