The Invoice Report details all invoices and invoice details at the transaction level, within a specified time frame. The following reports are available:
You can download the data and email reports to recipients.
Invoice Details - Financial Details
This report provides a breakdown of labor, material, travel, and other related costs. Here, you can view financial details for each invoice from the past 30 days (by default) or by the criteria set in the all-inclusive filters along the top of the report.
The following data is listed in the report, sortable by these column headers:
Section |
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Column |
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| - Invoice Number
- Tracking #
- Location Number
- Category
- Trade
- Provider Name
- Currency
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Column |
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| - Invoice Status
- Inv.Amount
- Invoice Labor Amount
- Invoice Material Amount
- Invoice Freight Amount
- Invoice Other Amount
- Invoice Tax Amount and Invoice Tax2 Amount
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Invoice Details with Accounting Information
This report details accounting for all invoices, including invoice statuses, who approved each invoice, approval codes, and Vendor ID. You can view every work order within the past 30 days (by default) or by the criteria set in the all-inclusive filters along the top of the report.
The following data is listed in the report, sortable by these column headers:
Section |
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Column |
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| - Invoice Number
- Tracking #
- Vendor ID
- Approved By
- Approved Date
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Column |
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| - Inv.Transfer Date
- Approval Code
- Invoice Status
- Inv.Amount
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Invoice Details with Operational Information
This report provides operational details for invoices, including work order completion date, invoice posted date and time to invoice. Here, you can view Invoice data for the past 30 days (by default) or by the criteria set in the all-inclusive filters along the top of the report.
The following data is listed in the report, sortable by these column headers:
Section |
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Column |
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| - Invoice Number
- Tracking #
- Location Number
- Provider Name
- WO Completed Date
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Column |
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| - Posted Date
- Invoice Date
- Invoice Status
- Time To Invoice
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| All Calls Tab |
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| All Calls Tab |
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