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.
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.
- 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.