The Accounting Revenue report can be found in the Reports module.
This report helps you understand how much revenue your business is generating from your various activities. You can view your revenue in two different ways: by the job date, or by the date the job was closed in the Accounting module. You can toggle between these two views, as well as filter by sales person, branch, and time period, using the filters at the top of the report:
Regardless of the filters chosen, the report only returns data for jobs that have been closed in the Accounting module. Completed jobs that have not yet been closed will not be reflected in this report.
The revenue is broken down by category, allowing you to see how much revenue your company received from local moves vs. long distance moves, and how much revenue you received from the sale of additional services, materials, valuation, etc.
Why is the data on this report different from my other revenue numbers?
Most reports and widgets in SmartMoving count revenue based on the earliest date on an estimate. That means revenue for estimates with multiple days/jobs will count revenue differently than the Accounting Revenue report.
This is best illustrated with an example. Assume you have of an estimate with multiple jobs as in this example:
The new Accounting Revenue report would reflect the revenue from the Moving job in January numbers, and the revenue from the Labor Only job in your February numbers.
However, many reports, such as the Revenue Forecast report, will treat both jobs as a single unit since they belong to the same estimate. The revenue for both the Moving job and the Labor Only job will count towards your January revenue. While this prevents estimates such as this from artificially inflating your company's job counts, it does have the disadvantage of lumping revenue together in some cases.
Jobs with Dropoff Dates
When you run the Accounting Revenue Report by job date, it will use the last date on that job. Consider this example:
Even though the job date is March 31st, its dropoff date is April 2nd. Therefore, the revenue from this moving job will appear on your Accounting Revenue report for April, and not for March.
Remember that each job on the estimate is treated separately. In the following example, the revenue from the packing job will appear on the March Accounting Revenue report, while the revenue from the moving job will appear in April (because the moving job has a dropoff date of April 2nd).
