Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

The Invoice Report and the Line Item Report are available for download, for users with the appropriate permissions. These reports provide users with pertinent invoice information. Each of the reports are customizable. Users can configure the results using filters to only return the invoices of interest.

Column Headers

Information Found in the Invoice Reports

You can check what information is available in standard and line-item invoice reports. 

INVOICE REPORT

LINE ITEM REPORT

Address

Address

Amount


ApprCodeMajor

ApprCodeMajor

ApprCodeMinor

ApprCodeMinor

Approved By

Approved By

Approved By UserID

Approved By UserID

Approved Date

Approved Date

Batch ID

Batch ID

CAPITAL EX

CAPITAL EX

Category

Category


City

Comments

Comments

Completed Date

Completed Date

Currency

Currency

Freight

Freight


Hourly Rate

Inv. Date

Inv. Date

Inv. Transf. Date

Inv. Transf. Date

Inv.Status

Inv.Status

Inv.Text

Inv.Text

Inv.Total

Inv.Total

Invoice Number

Invoice Number


Labor Amount


Labor OffShore


Labor Type

Labor Material

Last Payment Date

Last Payment Date

Last Payment Number

Last Payment Number

Location ID

Location ID

Location Name

Location Name

Marked for Audit

Marked for Audit

Other



Material


Material Description


Other Charges - Amount


Others Charges - Comments


Other Charges - Description


Part # Units

Payment Amount

Payment Amount


Performed

PM-009

PM-009

PO #

PO #

Posted By

Posted By

Posted Date

Posted Date

Priority ProblemDescription


Provider



Price per Unit


Price per Unit Qty


Priority ProblemCode


ProblemDescription


Qty


Record Type

Region District Travel



Region District Provider

TagID


REPAIR APPROVAL CODE

REPAIR APPROVAL CODE

Sales Tax

Sales Tax

Sales Tax 2

Sales Tax 2


Service Type


Skill Level


Total Hours

Trade

Trade


Travel Amount


Travel Description


Travel OffShore


Units


UserID

Vendor ID

Vendor ID

W.O. Transf. Date

W.O. Transf. Date

W.O.# Tr.#

W.O.# Tr.#

30

30


# of Techs

Downloading Invoice Reports

When necessary, you can download the required invoice report to your device.

Panel
bgColor#F9F9F9
titleColor#0e3367
titleBGColor#EAEAEA
borderStylenone
title⦿ How to Download Invoice Reports
  1. Click the Invoices link.

  2. On the Invoices page, use the filters to return the desired invoices.

    In the example below, the Date Range filter has been set to One Year and the Trade filter has been set to the trade of  Audio Visual.

  3. From the Download / Upload drop down menu, select one of the invoice reports.

  4. On the pop-up screen, select the Location Notes that should be included in the report.

  5. Click the Download button to export the selected report.
  6. Open the downloaded report(s) in your preferred spreadsheet reader.



Live Search
spaceKeySCU
additionalpage excerpt
placeholderSearch our Knowledge Base
typepage

Panel
titleColor#ffffff
titleBGColor#5fa7d0
borderStylegroove
titleIn this Article

Table of Contents
maxLevel3
minLevel2
indent20px

Panel
titleColorwhite
titleBGColor#75a346
titleRelated Articles

Filter by label (Content by label)
showLabelsfalse
max8
showSpacefalse
sorttitle
cqllabel in ( "label" , "invoice" , "invoiceadmin" , "invoicerates" , "invoicesettings" ) and space = currentSpace ( )