Additional Project Related Reports (not in QBO Plus or Advanced)

1. Project Profitability Summary
2. Unbilled Time and Expenses by Project
3. Unpaid Bills by Vendor & Project
4. Project Status
5. Work in Progress by Project
6. Estimates & Progress Invoicing Summary by Project
7. Time by Employee and Project
8. Open Balances by Customer and Project
9. Unallocated Amounts to Projects
10. Project Costs Detail
11. Project Costs by Vendor and Project
12. Profit and Loss by Project
13. Committed Costs by Project
14. Estimates vs. Actuals by Project
15. Cost to Complete by Project

Comparing Project Detail Screens (Left is IES)

Features in this page (IES Only)

• Project Tasks
• Change Orders
• Profit Margin Goal
• Project Progress % (For Cost to Complete Report)

User Permissions (sales)

User Permissions (Specific Canned Reports, but not Specific Custom Reports)

Project Permissions All or None (IES only)

Workflow templates in IES (Not in Advanced):

1. Budget Multi-Condition Approval – Route budgets to different approvers based on conditions
2. Get reminded about project expenses – Get updated when project expenses exceed estimates
3. Get reminded about projects – Remind specific people to update project info
4. Get reminded about profitability – Get updated when actual profitability is below estimates
5. Notify about project invoicing – Notify people to invoice at specific project progress points
6. Bill Multi-Condition Reminder – Send bill reminders to different users based on conditions
7. Purchase Order Multi-Condition Reminder – Send PO reminders to different users based on conditions
8. Estimate Multi-Condition Reminder – Send estimate reminders to different users based on conditions
9. Invoice Multi-Condition Reminder – Send invoice reminders to different users based on conditions

Dashboard Widget Library

List of Additional Widgets:

• Actual income vs cost
• Apps
• Current ratio
• Debt to asset ratio
• Debt to equity ratio
• Estimate vs actual cost
• Estimate vs actual income Invoices
• Open and overdue invoices
• Project expenses
• Project progress
• Quick ratio
• Return on assets
• Return on equity Tasks
• Unbilled charges
• Unbilled time and expenses
• Working capital

Forecast automation:

Intercompany Reporting and Eliminations

Dimensions