to select the customer to be included on the report. One or more customer names may be selected. If the field is empty, all customers will be considered for inclusion on the report.Invoices Report displays the invoices for customers. The flexibility of this report allows selection by date ranges, user-defined session references, summary vs. detail and ranges of invoice numbers.
Internal Company – The company from which the data is being reported.
Customer – Click Lookup to select the customer to be included on the report. One or more customer names may be selected. If the field is empty, all customers will be considered for inclusion on the report.
Project – Click Lookup to select the project to be included on the report. One or more projects may be selected. If the field is empty, all projects will be considered for inclusion on the report.
Invoice Number From/To - Enter a range of document numbers in the From and To fields for the invoice documents to be included on the report.
Type - Select the type of document to restrict inclusion on the report from the dropdown list to just one document type. Options include Adjustment, Finance Charge, Invoice and Recurring Adjustment.
Status - Select the status of documents to restrict inclusion on the report from the dropdown list to just one status. Options include Approved, Cancelled, Hold, Pending, Posted, Submitted and Template.
Date Used From/To- Select from the dropdown list which date to use to restrict inclusion on the report. Options include Document Date and Posted Date. Enter the oldest date to be used in the From field and the newest date to use in the To field.
Session Reference From/To - Enter the session reference information to use to filter data. The session reference is an optional field use for the unique identification of document when it was entered. The report uses standard sorting functionality to determine what is included between the From and To value. Sorting is done by special characters, numbers and then alphabetically.
Summary or Detail - Select Summary to have the transactions summarized by Project ID. Select Detail to display individual transactions. This option defaults to Detail.
Printed Documents Only - Select this check box to include only those documents that are approved on the report.
Sort Order - Select the option from the dropdown list to use to sort the report. Options include Number, Status and Type.