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.
Fields Available on Invoice Reports
Below is the list of fields available on all standard invoice reports. However, 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 or line-item GL codes.
Expand the section to view information on the invoice standard report.
COLUMN IN A STANDARD REPORT
Identification number of the location for which the invoiced work order was created
Name of the location for which the invoiced work order was created
Main address of the work order location
Company name of the provider who performed the requested work and submitted the invoice
Trade of the invoiced work order
Number of the invoiced work order
Tracking number of the invoiced work order
Category the invoiced work order belongs to
Priority of the invoiced work order
Problem code of the invoiced work order
Issue description provided upon creating a work order
Tag ID of the asset associated with the work order the invoice was created for
Number of the invoice
Invoice date selected upon creating the invoice
Date when the invoice was actually submitted — can be different from the invoice date
User ID of a person who created the invoice
Problem resolution entered by the provider upon creating the invoice
Invoice status at the moment of exporting the invoice report
Username of a person who approved the invoice
Approved By UserID
User ID of a person who approved the invoice
Date and time when the invoice was approved
Identification number of the payment batch the invoice is added to