Report 129: Invoiced Directly Job Ledger

Overview

This is an annual lookup report that filters out standard jobs to display only maintenance tasks categorized specifically as Invoiced Directly that were logged during a particular calendar year.

Best Use Case

• Year-End Financial Reporting: Provides accountants and auditors with a strict, clean history of all direct-billing maintenance activity for an entire year to reconcile against ledger postings.

How You Can Filter This Report

• Parks: Select your holiday park locations.

• Calendar Year: Enter the specific year you want to inspect (e.g., 2026).

Key Information Displayed on the Report

• Timeline Metrics: Displays the job creation date, completion date, any job status change dates, and the final financial posting date.

• Work Performed: Provides the primary text summary (the first line order detail) entered by the technician or receptionist describing the job.

• Location Profile: Outputs a complete breakdown of the park code, park description, area code, zone code, pitch number, pitch status, caravan stock number, and the linked owner details.