--- title: "Reporting > Job List 11 - Invoice Overview" canonical: "https://technology.bytangram.com/space/TGKB/1659764737/Reporting%20%3E%20Job%20List%2011%20-%20Invoice%20Overview" format: markdown --- You can create many reports from the **jobs** module > **jobs list** simply by changing the **jobs list view** field. **Job list #11** gives an overview of the value, status and payment status of invoices based on your job list filter. | **ON THIS PAGE YOU WILL FIND:** | | --- | | > Macro (toc) | --- ## HOW TO RUN JOB LIST 11 - Go to the **jobs** module > **jobs list** > **filter** your jobs list according to what you want to see in your report e.g. client/client group and project - Click **apply** ![image](media://5a18cf25-e1cf-450d-a1da-83f22dc03944) - Once the job list has been filtered change the job list to **invoice overview (11)** ![image](media://0607e630-2c50-4cfb-9c1c-f647604c9a12) - Your job list will reformat to **WorkBook’s invoice overview (11)** ![image](media://5a4eba0f-1819-45d2-9189-e424141e4940) --- ## EXPLANATION OF JOB LIST 11 DETAILS There are a number of columns that can make up job list 11 - here is a break down of the column headers and their definitions. | | | | --- | --- | | **COLUMN NAME/S** | **DEFINITION** | | **Client** | The client the job belongs to | | **Project** | The grouping, campaign or project this job belongs to. It comes from the Project field in the job properties sidebar | | **Job No.** | WorkBook job number | | **Job Name** | Indicates the name of the job | | **Company** | The WorkBook company the job belongs to | | **Billable** | There will be a tick in the field to indicate the job is billable | | **Reference Key** | The reference key field is sometimes used as part of the implementation process when jobs are imported into WorkBook. It comes from the reference key field in the job properties side bar > job finance settings | | **Invoice ID** | Unique ID number that can be found in the bottom left corner of the invoice header | | **Created** | Date the job was created | | **Due Date** | Due date of the invoice | | **End Date** | Indicates the job’s end date. It comes from the end date field in the job properties sidebar | | **Approval Status** | Shows the invoice status as a colour coded icon | | **Approval Description** | Shows the invoice status as a description | | **Invoice Type** | Shows the type of invoice created, indicated by a number | | **Invoice Title** | Taken from the invoice title field in the invoice header | | **Headline** | Taken from the headline field in the invoice header | | **Payment Status** | The payment status of the invoice, also found in the invoice header | | **Invoice Date** | Taken from the invoice date field in the invoice header | | **Invoice Number** | Taken from the invoice number field in the invoice header | | **Debtor Number** | Indicated the unique ID number of the debtor | | **Debtor Name** | Indicates the debtor set on the job, and can also be viewed in the invoice header | | **Project Manager** | Indicates the project manager assigned on this job. It comes from the Project Manager field in the job properties sidebar | | **Invoice Responsible** | Taken from the responsible field in the invoice header - defaults to the person who created the invoice | | **Approved** | Shows whether the invoice has been through the approval process - yes/no | | **Display Currency** | The displayed currency of the current user
> 📝 All the other currencies created/incurred on the job will be converted into the user’s displayed currency using the rate defined under the exchange rate tables. > 📝 > 📝 This is only for displaying purpose. WorkBook still maintain the original currency value set on the transaction. | | **Cost Amount** | The net profit amount on the invoice (invoice amount before tax) | | **GST/VAT/Tax Amount** | Shows the value of GST/VAT/Tax on the invoice | | **Total Amount** | Shows the total amount of the invoice (cost amount + GST/VAT/Tax amount) | | **Company Currency** | Default currency of the WorkBook company the job belongs to | | **Print Date** | Shows the date when the invoice was marked as printed | | **Job Status** | Indicates the current status of the job. It comes from the Status field in the job properties sidebar | --- ## CONFIGURING JOB LIST 11 Job list 11 contains many details for your retainer reporting purposes. Use the **modify grid** functionality to configure job list 11 to suit your agency’s retainer reporting process. > ℹ️ For more information on how to use the modify grid functionality refer to the [grid view reporting](#) article. --- ## EXPORTING JOB LIST 11 You can export job list 11 to create your own reports using WorkBook’s **export grid data** functionality. > ℹ️ For more information on how to use the export grid data functionality refer to the [grid view reporting](#) article. --- Related Articles > Macro (contentbylabel)