Difference between revisions of "Report: Invoice Register"

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<li>[[Invoice: Create An Invoice]]</li>
 
<li>[[Training 6: Accounting]]</li>
 
<li>[[Training 6: Accounting]]</li>
 
<li>[[Training 7: Management]]</li>
 
<li>[[Training 7: Management]]</li>
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== Report Examples ==
 
== Report Examples ==
 
[[Report: Invoice Register: Premium Volume by Client - Highest to Lowest|Premium Volume by Client - Highest to Lowest]]
 
[[Report: Invoice Register: Premium Volume by Client - Highest to Lowest|Premium Volume by Client - Highest to Lowest]]
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[[Report: Invoice Register: Premium Volume by Company - Highest to Lowest|Premium Volume by Company - Highest to Lowest]]
  
 
[[Report: Invoice Register: Agency Commission Volume by Client - Highest to Lowest|Agency Commission Volume by Client - Highest to Lowest]]
 
[[Report: Invoice Register: Agency Commission Volume by Client - Highest to Lowest|Agency Commission Volume by Client - Highest to Lowest]]
  
 
== Access and Window Options ==
 
== Access and Window Options ==
The invoice register can be opened by selecting '''A/R -> Invoice Register'''.  
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The invoice register can be opened by selecting '''Reports -> Invoice Register'''.  
  
 
Access to the invoice register is controlled through the [[Security System| security system]] '''A/R -> Invoice Register -> View''' setting.
 
Access to the invoice register is controlled through the [[Security System| security system]] '''A/R -> Invoice Register -> View''' setting.

Latest revision as of 17:43, 6 March 2019

Related Pages
Related Categories

The invoice register provides a number of report formats based on agency or direct bill invoices. There are a number of different category sort options and detail levels depending on the reporting needs. In addition, a Microsoft Excel export to a spreadsheet is available.

Report Examples

Premium Volume by Client - Highest to Lowest

Premium Volume by Company - Highest to Lowest

Agency Commission Volume by Client - Highest to Lowest

Access and Window Options

The invoice register can be opened by selecting Reports -> Invoice Register.

Access to the invoice register is controlled through the security system A/R -> Invoice Register -> View setting.

Invreg-default.png

Report Window Options

Export to Microsoft Excel

To enable the export option to Microsoft Excel, select Detail Level -> Detail.

Invreg-detail-export.png