| COLUMN IN A LINE-ITEM REPORT | DESCRIPTION |
|---|
| Location ID | Identification number of the location for which the invoiced work order was created |
| Location Name | Name of the location for which the invoiced work order was created |
| Address | Main address of the work order location |
| Region | Region of the location for which the invoiced work order was created |
| District | District of the location for which the invoiced work order was created |
| Provider | Company name of the provider who performed the requested work and submitted an invoice |
| Vendor ID | Identification number given to the provider by their subscriber |
| Trade | Trade of the invoiced work order |
| W.O # | Number of the invoiced work order |
| Tr. # | Tracking number of the invoiced work order |
| PO # | Purchase order number of the invoiced work order |
| Category | Category the invoiced work order belongs to |
| Priority | Priority of the invoiced work order |
| ProblemCode | Problem code of the invoiced work order |
| ProblemDescription | Issue description provided upon creating a work order |
| InvoiceNumber | Number of the invoice |
| Completed Date | Date when the related work order was moved to a “Completed” status |
| Inv.Date | Invoice date selected upon creating the invoice |
| Posted Date | Date when the invoice was actually submitted — can be different from the invoice date |
| Posted By | User ID of a person who created the invoice |
| Inv.Text | Problem resolution entered by the provider upon creating the invoice |
| Inv.Status | Invoice status at the moment of exporting the invoice report |
| Approved By | Username of a person who approved the invoice |
| Approved By UserID | User ID of a person who approved the invoice |
| Approve Date | Date and time when the invoice was approved |
| Batch ID | Identification number of the payment batch the invoice is added to |
| ApprCodeMajor | Invoice approval code, also known as GL code |
| ApprCodeMinor | When ApprCodeMajor is empty, this column will contain an automatically generated invoice approval code |
| Currency | Currency of invoice total amount |
| Inv.Total | Total amount to be paid to the provider for the performed service |
| Last Payment Date | Date when the invoice was paid |
| Last Payment Number | Payment number that is generated after the invoice is paid |
| Payment Amount | Invoice amount that was paid |
| Comments | Comment the subscriber left upon taking action on the invoice. The comment is required upon rejecting an invoice but can be skipped upon approving or putting the invoice on hold. |
| Marked for Audit | Shows whether or not the invoice was marked for an audit via dashboard |
| Record Type | This field identifies if a spreadsheet row is for line items or for a summary. Learn more about the row types. |
| Skill Level | Skill level of the employee who performed the service, for example, Supervisor, Technician, or Helper |
| Labor Type | Labor type of the employee who performed the service, for example, Regular, Overtime, or Double Time |
| # of Techs | Number of employees of the specified skill level and labor type who worked on the service request |
| Hourly Rate | Cost per one hour for the specified skill level and labor type |
| Total Hours | Number of hours spent on-site for the entered skill level, labor type, and hourly rate |
| Labor Amount | Total amount of labor charges |
| Travel Amount | Total amount of travel charges |
| Material Description | Textual description of the material used |
| Part # | Part (serial or manufacturer) number for a material line item |
| Units | Unit of measure, for example, each, box, feet |
| Price per Unit | Unit price |
| Qty | Quantity of the material used |
| Material | Total amount of material charges |
| Freight | Total amount of freight charges |
| Other Charges - Description | Description of a charge that belongs to the “Other” type of costs. For example, Discount, Management Fee, etc. |
| Other Charges - Comments | Comments on a charge that belongs to the “Other” type of costs |
| Other Charges - Amount | Amount of a charge that belongs to the “Other” type of costs |
| Sales Tax | Sales tax amount |
| Sales Tax 2 | Invoice second tax amount (typically PST, QST, or HST for Canada). Multiple taxes are required for some Canadian locations. |
| W.O. Transf. Date | Transfer date of the work order for which the invoice was created |
| Inv. Transf. Date | Date when the approved invoice was transferred to the client’s accounting department for payment. Learn more about transferred invoices. |
| Rejected Date | The date when the invoice was rejected. If the invoice was not rejected, the field under the column is empty. |
