> For the complete documentation index, see [llms.txt](https://help.agencydesk.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.agencydesk.io/admin/reports/active-jobs.md). # Active Jobs Review active Jobs and their documents, filter the list, and compare original-currency Client balances with Total Billable in the account currency. The **Active Jobs** report puts delivery progress and billing progress on the same screen. Every active [Job](/jobs/managing-jobs.md) is listed under its Client, showing how much of the estimated time has been consumed, and directly beneath it, every [Cost Estimate](/jobs/estimates.md), [Invoice](/jobs/financial/invoices.md), and [Purchase Order](/jobs/financial/purchase-orders.md) raised against it. Because Agencydesk was built exclusively for agencies, those two things sit together rather than in separate systems. Reading them side by side is what turns a status report into a billing decision. It is the report Account Executives, traffic managers, and directors reach for when they need to assess a Job's position without opening it. Open it from **Reports** in the left-hand navigation, then the **Active Jobs** tab. ## Filters Four controls sit above the list: {% stepper %} {% step %} ### Choose the book of work Use **Account Manager** to select one or several Account Executives. Choose one or more **Job Category** values and **Tags** if you need a narrower view. The filters combine; the Tags picker includes Jobs matching any selected tag. {% endstep %} {% step %} ### Search for a Job or document Use **Search** for a Job number or name, Client name or code, Account Manager, tag name, or a matching document number or title. A document match keeps its whole Job together, including the Job, documents and Balance row. {% endstep %} {% step %} ### Check the filtered total Total Billable beside Search updates for the matching Jobs across all pages. Paging the list does not limit that total to the current page. {% endstep %} {% step %} ### Return to the full view Clear Search and remove the Account Manager, Job Category and Tag selections when you want the full list again. Changing a filter or the page size returns the list to its first page. {% endstep %} {% endstepper %} {% hint style="info" %} **Great for** the weekly AE check-in. Filter to one Account Executive and you have their entire book in one scroll, in the order you want to walk it: progress, then what has been billed against that progress, then what is left. {% endhint %} ## Grouped by Client Each Client heading shows the Client code where available, the Client name, the number of matching active Jobs, and **Billable**, separated by bullets. The count and subtotal follow your filters across all pages, rather than only the currently displayed page. The Client’s **Billable** subtotal keeps the original currencies separate. A Client with rand and dollar Jobs can therefore show **R12,000 + $500**. It does not add the dollar amount to rand without conversion. {% hint style="info" %} **Great for** a Client review. Search for that Client, check the original-currency subtotal, then open the contributing Jobs before deciding what can be invoiced. This is a remaining-balance view, rather than a promise of cash still to arrive. {% endhint %} ## Total Billable in the account currency The overall **Total Billable** beside Search adds the positive remaining balances for all matching Jobs, converted into your account’s configured home currency using current exchange rates. It includes all filtered pages. It is not a historical invoice valuation, so it can differ from a financial document or Job Recon amount. Client subtotals can appear while the overall total says **Converting...**. If a currency or rate cannot be established, it shows **Unavailable** rather than a partial converted total. Reload the report to retry. No matching Jobs produces zero and an empty list. {% hint style="info" %} For example, a Client has R12,000 and $500 remaining across its matching Jobs. The Client heading keeps those two amounts separate. At a current rate of R18 per dollar, the overall Total Billable includes R21,000 for that Client. This is an illustrative rate, not a fixed Agencydesk exchange rate. {% endhint %} ## Reading a Job row | Column | What it shows | | -------------- | -------------------------------------------------------- | | **Job number** | The Job reference, for example `JB1044` | | **Job name** | The Job name, with any Global Tags applied to it | | **AE** | The Account Executive on the Job | | **Status** | The Job status, for example **Active** | | **Valid/Due** | The Job's end date | | **Progress** | Tracked time against estimated time, with a progress bar | | **Value** | The Job's billable value | ### The progress indicator The figure on the Job row, for example `46:03 / 110:00`, is **total tracked time against total estimated time** across the whole Job. It counts billable and non-billable hours together, so it reads as consumption rather than as revenue earned. That makes it a delivery gauge: how much of what you costed has actually been used up. ### Job tags [Global Tags](/company-settings/general/global-tags.md) applied to a Job carry through to this report and show beside the Job name. {% hint style="info" %} **Great for** context you would otherwise have to ask for. Tags like *With client*, *Paused*, or *Awaiting payment* explain a stalled Job on sight, so a check-in does not spend its first five minutes reconstructing why nothing has moved. {% endhint %} ## The documents beneath each Job Every Cost Estimate, Invoice, and Purchase Order raised against the Job is listed directly beneath it, each with its number, name, status, date, and value. The **Valid/Due** column carries the date that matters for that document type: the **valid until** date on a Cost Estimate, and the **payment due** date on an Invoice. Documents not yet issued show **Draft** in place of a number, since numbers are assigned on issue. Status tags you will see here: * **Approved** — a Cost Estimate whose items have been activated using **Approve and Activate**. * **Issued** — an Invoice that has been formally issued. Every row is clickable and opens the item inside its Job, so you can move from the report straight to the Estimate or Invoice in question. ## The Balance line Each Job closes with a **Balance**: its estimated Job value less the invoice amounts included in this report. Void Invoices are excluded, but Draft Invoices also reduce this balance under the current calculation. Check the actual Invoice status on the Job before deciding what has been issued or what remains to bill. The Billable subtotals add positive remaining balances; negative Job balances do not offset positive balances elsewhere. They are not unpaid receivables or a payment-status total. For a billable-Task comparison based on issued billing, use [Billed vs Unbilled](/admin/reports/forecasting.md), whose scope and calculation differ. ## Reading progress against billing This is what the report is for. The Job row tells you how much of the work has been consumed. The documents beneath it tell you how much has been billed. The gap between them is the thing worth acting on. {% hint style="info" %} A Job has consumed **80% of its estimated hours** but has only one small issued Invoice. That is a reason to review the Task status, agreed billing schedule and draft documents before the next billing run. Hours consumed alone do not prove every deliverable is ready to bill. Heavy issued billing against very little tracked time can reflect a deposit or upfront fee. Open the Job to understand the agreement before treating it as a delivery problem. {% endhint %} {% hint style="info" %} **Great for** month-end billing preparation. Filter to the Account Executive or Client, inspect Jobs where time consumption and issued billing look out of step, then confirm the billing basis on each Job. {% endhint %} --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` GET https://help.agencydesk.io/admin/reports/active-jobs.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.