From the Invoices List, you can download an Excel report on invoices. Since there are two types of invoices — standard and line-item invoices — that your providers may submit to you, you can export a report on standard and line-item invoices separately.
These reports provide you with pertinent invoice information, including invoice numbers, costs, related work order details, and more. You can customize your reports by adding the desired location note headers that will serve as column headers in your file. Besides, you can filter invoices by the required criteria before downloading the file. Thus, the exported file will include information only on those invoices you are most interested in.
Information Found in the Invoice Reports
Check what information is available in the standard and line-item invoice report by switching between the tabs here below. Based on your company account settings, you may have additional columns in your invoice report that are not described here, for example, additional approval codes.
Downloading Invoice Reports
When necessary, you can download the required invoice report to your device.
- Click the Invoices link.
- 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.
- From the Download / Upload drop down menu, select one of the invoice reports.
- On the pop-up screen, select the Location Notes that should be included in the report.
- Click the Download button to export the selected report.
- Open the downloaded report(s) in your preferred spreadsheet reader.